One account for your
entire client portfolio.
Add and manage client companies from a single BetaOffice partner workspace. Switch between companies, manage business details, control team access and handle digital mail without maintaining separate logins.
Move between managed companies from one login while keeping each client's company, mail and team access separate.
Manage clients directly.
Refer when it suits them better.
Keep managed clients inside your partner workspace, or let selected clients open and pay for their own account through your referral link.
Share the link.
Your client handles the rest.
Perfect when the customer wants their own BetaOffice account and their own payment method. You share your referral link; they register and pay directly.
One login.
Multiple client companies.
Add client companies under your account, switch between them from one dashboard, manage their subscriptions and handle their incoming digital mail.
Every client does not need the same workflow.
An accountant can manage some clients directly while referring others. Your BetaOffice partner relationship does not have to fit a single model.
Add the client's company under your account, use your payment method and manage their BetaOffice subscription and mail.
Send your referral link. The client creates their own account, uses their own payment method, and you receive the eligible referral reward after activation.
Manage selected companies directly and use your referral link for everyone else. Keep the relationship under one BetaOffice partner profile.
Less account switching.
Less admin.
Multiple companies
Manage several client companies from the same BetaOffice account instead of maintaining a separate login for each one.
Central payments
Use your own payment method for the client subscriptions you choose to manage directly.
Client mail
Switch between managed companies and access their incoming digital mail from the same dashboard.
Director IDV
Provide the director's email and they complete their own secure identity verification.
You do not need to collect the director's identity documents yourself.
Make BetaOffice part of
your client service.
Manage the companies you want to look after directly and refer the clients who prefer their own account. Both workflows can sit under the same BetaOffice partner relationship.
Built for managed client accounts
Partner accounts give practices one place to organise the client companies they manage while keeping each company's workspace, mail and team access separate.