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Accountant: invite your client to subscribe Exact Online

Written by Arjen Nijdam on . Posted in Exact Online

Exact Online introduces an easy way for accountants to recommend Exact Online. A new overview is added to the new ‘Accountancy Dashboard’ and ‘My Exact Online’.

Why? To enable the advising role, we help accountants to invite non-existing Exact Online customers to subscribe Exact Online. By this innovation accountants are able to strengthen their customer relationship and online collaboration which is part of the Exact Accountancy Partner Program.

What? Accountants are able to invite non-existing Exact Online customers for a trial or commercial subscription of Exact Online Accounting  or Industry Solutions.

Subscription wizard

The recommendation of Exact Online can be based on the following scenario’s:

  1. entrepreneur is able to subscribe Exact Online which is invoiced to the accountant. The offering via the accountant can be based on his own price condition.
  2. entrepreneur is able to take a trial on Exact Online which is invoiced to the accountant. The offering via the accountant can be based on his own price condition.
  3. entrepreneur is able to take a trial on Exact Online which is invoiced to entrepreneur. He is direct linked after subscription with accountant.
  4. entrepreneur is able to subscribe Exact Online which is invoiced to entrepreneur. He is direct linked with accountant.

How does it work? Via the ‘Accountancy Dashboard’ or ‘My Exact Online’ the accountant has an overview of the linked clients on an Exact Online product-level. By using the invitation button a wizard help the accountant to select the product, kind of contract and invoice debtor.

The accountant is able to personalize the invitation and send it to the client. When subscribing the accountant and client are direct linked.

This innovation is available via Early access for all users of Exact Online Accountancy in all countries .

 

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