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Partner Program

Your migration and tech team, working behind the scenes

Refer the migrations, integrations and automation projects. True Tally is the partner bookkeeping firms use when a project needs technical hands.

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Tell us how we can help

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Our promise to partners

Real_Time_Access

Technical projects

Migrations, cloud setup, integrations and AI.

Automatic_Updates

Project work only

We take on one time projects: migrations, setup, integrations and AI.

Enhanced_Collaboration

Clear timelines

A fixed scope and a set go live date for every project.

Integrations

White label is standard

Many partners have us work under their firm's name and email.

Data security

One point of contact

A named project lead who reports to you, not around you.

Simplified_Transactions

Your process, your rules

We follow your chart of accounts template, naming and approval steps.

Financial_Insights

You decide who talks to the client

Some partners want us on calls, others want us invisible. Either works.

Cost_Effective

Clean handback

You get the tie out report, logins and setup notes, with no gaps.

White label partnerships

We work white label for many bookkeeping firms today. Under a white label arrangement we use your firm's name, email signature and branded documents. What you can send us:

  • QuickBooks Desktop to Online conversions
  • Zoho Books, Xero and Sage migrations
  • New cloud file setup
  • Bank and payroll integrations
  • AI automation and AI reporting setup
  • Cleanup ahead of a conversion

How it works

Data_Integrity_and_Completeness

1. Send us the project

A quick note on what they use today and what they need.

Customization_and_Configuration

2. Scope and quote

We send the quote to you, or to the client if you prefer.

Backup_and_Security

3. We do the work

Migration, setup or automation, with status notes to you at every milestone.

Training_and_Support

4. Tie out

We confirm the numbers match before anything is handed over.

Integration_with_Third_party_Applications

5. Hand back

The file comes back to you, ready for your normal workflow.

Any system, no matter how old. Our team brings more than 25 years of data integration experience. Discontinued desktop software, very old QuickBooks versions, custom databases or years of spreadsheets: if the data exists, we can get it out, clean it and bring it into the cloud. That means you can say yes to clients you might otherwise turn away.

Partner questions

Yes. White label is standard for us.

Whoever you prefer. Many partners have us quote them, and they bill the client.

Yes. You are copied on every update, and nothing goes to the client without your OK.

Fill in the contact form and choose Bookkeeper or accounting firm. We will set up a short call.

Why bookkeepers work with True Tally

  • 25+ years of data integration: Old, custom and unsupported systems are routine for us.
  • Built for bookkeepers: Many firms use us white label.
  • Fixed pricing: You get a written scope and price before we start.
  • Numbers that match: Every project ends with a tie out report and a clean handoff.

Become a partner

Tell us about your firm and the clients you serve. We will reply within one business day. Apply now.