Registered reseller
Once we approve your application. Share your referral link, register the prospects you’re talking to so they’re protected for 30 days, and earn commission on every paying customer you bring.
Partner programme
Bring CloseDesk to the companies you close books for
For chartered accountants, cost accountants, company secretaries, accountants and finance consultants. Resell CloseDesk, and get certified to implement and support it.
Two ways to work with us
Certified implementation & service partner
When someone at your firm passes the certification exam. Set CloseDesk up for clients, import their data, train their teams and give first-line support, charging your own fees. Earn a higher commission and appear in the partner directory below.
Your clients’ data stays theirs
Partners never get access to customer data through the programme. A client who wants you working in their CloseDesk adds you as a user in their own account, and can remove you at any time.
- ApplyTell us about your practice and your membership number. It takes five minutes.
- Get approvedWe review applications within two working days. You can start the training meanwhile.
- Refer and earnUse your referral link and register deals. Follow customers and commission on the portal.
- Get certifiedNine modules with video lessons, then a 120-minute exam. Then implement and support CloseDesk.
Find a certified partner
Our first partners are being certified. Need help setting CloseDesk up now? Write to us and we’ll put you in touch.
Questions
Who can join?
People practising in finance: chartered accountants, cost and management accountants, company secretaries, accountants and bookkeeping practices, tax and GST practitioners, finance and CFO-services consultants, and Tally or Zoho implementers. We check every application, including your membership number where you have one.
Do partners see my data?
No. The partner portal shows a partner only the name, plan and status of the accounts linked to them. If you want your partner to work in your CloseDesk, add them as a user in your own account, with the access you choose, and remove them whenever you like.
How does commission work?
You earn a share of the subscription of each paying customer you bring in, for a period after they join. Certified partners earn a higher share. We share the details with you when we approve your application, and you see every month’s figure on the portal.
What does certification involve?
Nine training modules with video lessons on the close, sign-off, reconciliations, tax, security, installs and the CloseDesk implementation methodology, then an online exam of 50 scenario-based questions in 120 minutes. 70% passes. The training is free; the exam costs ₹4,999 per attempt. The certificate is personal, lasts 12 months and anyone can check it on this page.
Can I charge for implementation?
Yes. Certified partners agree their own fees for setting CloseDesk up, importing data, training and support with their clients.
Is there a fee to join?
No.
Something else? Write to support@closedesk.in.
Grow your practice with CloseDesk
No fee to join. Approval within two working days.
Apply to become a partner