Accounting Consultant Partner Program

Refer the workflow, not a generic lead

Partner page for accounting consultants who help firms improve tax document collection, onboarding and client workflow visibility. The best referral includes the current stack, the painful workflow and the first process the customer wants to improve.

1. Identify a client workflow with document, status or evidence pain.
2. Send the current stack and workflow summary.
3. HubSecure handles product review and private rollout fit.
4. Partner involvement can continue through rollout where appropriate.