Relay’s Partner Program for Accountants & Bookkeepers

Become a trusted authority on business banking

Build your client banking expertise through a program that offers dedicated support, certifications, rewards, and a growth-focused community of top-tier advisors. Terms & Conditions

  • Earn $50 - $300 per client onboarded to Relay
  • Manage all client banking with a single login from your Partner Portal
  • Get more clients through Relay’s Advisor Directory and Ambassador Program

Join our community
of cash flow consultants

James Baker & AssociatesOnline TaxmanAspyr AdvisorsBookskeepNubus Accounting & Tax Firm
Our Shared Mission

Give clients
Cash Flow Clarity
& Control

Small business owners have big expectations from their advisors.
Relay’s Partner Program helps you keep them on the money.

Banking built for you
and your clients

Hassle-free banking
that fits your workflow

See the real numbers. Get clarity with reliable bank feeds that sync with QuickBooks Online and Xero.

Save time with lightning-fast reconciliation. You can kill the guesswork with ultra-detailed data for every transaction.

Stop leaking money. Relay has no account fees, overdraft fees or minimum balances.

Relay mobile app with Xero and QuickBooks Online integrations

Manage client banking
with a single login

Smooth onboarding. You can onboard clients to Relay directly from your portal.

Easy access. Relay lets you switch between multiple clients’ accounts with a single login, no password-sharing or 2FA codes required.

Permission control. Invite your team and control what they can see or do within each account.

Modal to add client and set permissions

Relay banking.
Clients thanking.

Using Relay for less than a year and have been highly pleased with their customer service. Relay's customer service has walked me through set up and ongoing guidance for my clients as well as for my company.
Elizabeth Mouser

— Elizabeth Mouser

Senior Bookkeeper

Switch banks
without the burden

Your clients won’t have to worry about a stressful switch to Relay. We make the transfer smooth, secure, and simple.

  • Smart switching wizard

    Relay automatically captures your client’s existing transactions, ensuring you can move every dollar, deposit, and payment without letting anything slip through the cracks.

  • Dedicated account manager

    Your dedicated account manager will walk you through the ins-and-outs of Relay, help you put together a game plan, and provide white-glove onboarding for your clients. That means training, account creation, and support—whenever you need it.

  • Banking Partner Certification

    Our certification helps you become a trusted advisor for businesses that want to use fintech banking, helping you grow in confidence and get more referrals.

Onboard clients
to get cash rewards

We offer cash rewards for every new client you bring to our platform. The more you grow, the more you earn.


1-2 clients


3-19 clients


20-49 clients


50+ clients

One-time cash reward per approved client$50$100$150$200
One-time cash reward for $10k balance*$25$50$75$100
Monthly revenue share**0%0%5%10%
Relay Pro discounts0%15%20%25%
Hours of work saved per month***3-10 hrs9-95 hrs60-245 hrs250+ hrs
Free Relay Pro for your firm
Dedicated account manager and white-glove onboarding
Relay Ambassadorship eligibility
Private Slack with your account manager and support host to help you grow your firm

* Paid out for each client when $10K balance is met within the first 12 months after approval

** Monthly revenue share, a percentage of the interest Relay earns on client deposits from our partner bank, Thread Bank

*** On average, advisors report that Relay saves 3-5 hours per client per month

Relay’s Advisor Directory for Trusted Firms

Stand Out as a
Best-In-Class Advisor

64% of small businesses that start banking with Relay still need a reliable accountant or bookkeeper. All our partners get a place in our Advisor Directory, making it easy to attract top-tier clients who bank the way you do.

Join the Partner Program
List of accountants with description and location

Grow faster.
Grow together.

You’ll join a like-minded community of accountants and bookkeepers who offer support and drive each other’s success.

Grow your business
beyond the books

When advisors get together, we learn from one another. Relay regularly hosts virtual events, workshops, and community get-togethers.

Raise your profile as a
Relay Ambassador

You can earn more and grow faster as a Relay Ambassador. We’ll sponsor you to run workshops to educate small businesses on banking.

Sign up today

Your clients will thank you.
You can bank on it. 

Bank with us.
Get Thanks from them.

I can happily leave a 5 star review for Relay.

I'm so happy that I went into business when they were already set up and running. Relay has been an important part of my tech stack and my clients appreciate that I can point them to a good banking partner like you guys. Thanks for all you do!

5 stars

Elmwood Bookkeepers