Accountants and Bookkeepers

Overview

• Using the Relay Partner Portal
• Getting started
• Choosing your first clients to invite to Relay
• Communicating the value of Relay
• Inviting clients to Relay

Your Team

• Advisor permissions in client accounts
• Accounting and bookkeeping firm member permissions
• Inviting and assigning firm staff to clients

Partner Program

• Joining the Relay Partner Program
• Onboarding your clients to Relay
• Partner Program tiering
• Financial rewards
• Ambassador sponsorship
• Advisor Directory

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