Expensify Approved Accountant Program

Expensify Approved AccountantOur friends at @expensify took over one of our recent chats to share more about its Approved! Accountant Program. If you aren’t familiar with @expensify, they offer “expense reports that don’t suck” with hassle-free expense reporting built for employees and loved by admins. Its Approved! Accountant Program is a partnership program designed to reward its biggest fans and improve the lives of accountants everywhere.

Q1: How many @expensify Approved! Accountants do we have in the room today?

There are a few #QBOchat-ters who are @expensify Approved!: @accountingpeace, @CathyIconis, and @BizBooksCloud.

Are you interested in joining that list? Click here, then contact partners@expensify.com. Did we mention @expensify has fun swag? And you’ll be able to use @expensify for free as part of the program? If you need more inspiration, here are 7 signs your client could benefit from @expensify.

Some of our chatters who aren’t accountants/bookkeepers are big fans of @expensify, including @vheckman and @AeroWorkflow and they love the mobile interface.

Q2: What is the biggest advantage being part of the @expensify Approved! Accountant Program?

Training to become an @expensify Approved! Accountant is a four chapter process, followed by an online test. Once you’ve passed and are part of the program, there are numerous perks available, including a virtual badge so you can display your expertise and brag about your accomplishment. More perks include:

  • Use of @expensify for free
  • A dedicated Partner Success Team to support you
  • Help setting up clients with 1-on-1 implementation training sessions
  • Friends and family discount

Q3: Do you face any challenges when on-boarding clients? How can @expensify help ease those pain points?

@expensify consistently works to improve product offerings to make lives easier for users and as such they are very open to feedback. Keep an eye on the @expensify blog to stay up-to-date on the newest features. Also, there are revamped Approved! Webinars coming soon. Stay tuned! Here are a few challenges and suggestions from the chat:

@CathyIconis: I wish it were easier to switch who pays for the account and still make sure they are getting my discount.

@jazfun: Demoing an account…so sample account

@AeroWorkflow: Aero subscribers can use our really detailed @expensify templates for onboarding clients. #tootingmyhorn

@CathyIconis: I also still get confused on the terminology. I need a cheat sheet between what @expensify calls something & QuickBooks Online.

Q4: If you could add one additional feature/service to the @expensify Approved! Accountant Program, what would it be?

With thousands of individual accountants, including some of @QuickBooks biggest partners, taking part in the @expensify Approved! Program, there are bound to be a few added features/services the users would find helpful. Our chatters offered these suggestions:

@CathyIconis: I would love to see how many accounts are using my discount code.

@BizBooksCloud: Wish there were an option to sync with QBO without doing expense reports, as my clients don’t need them, makes an extra step

@BizBooksCloud: I do like it as a buffer to review before syncing, so clients don’t mess up QBO, but those clients find the reporting confusing

Q4b: What is your best @expensify success story with a client?

We love a good success story and our #QBOchat participants have some great ones about working with, and using @expensify. If you have an awesome story, share it on the @expensify page under reviews.

@accountingpeace: Having neat expense reports. Period.

@CathyIconis: One client that is not involved in the accounting at all mentioned she LOVED @expensify and it was “life changing”

@jazfun: My Client saved enough money on expense reporting she bought all her #SalesTeam new smartphones. They wasted so much energy on receipts and excel sheets!

Q5: What is your key takeaway about @expensify’s Approved! Accountant Program?

There were many good tips and tricks shared during our chat. Click here if you’d like to read the full transcript. All in all, the chat can be summed up in one tweet:

@Kimtuitive: Love having more information about it to share with my firms!

Thanks again to our friends @expensify for taking over our #QBOchat for the week. Don’t forget to sign up for the #QBOchat newsletter, and join us Thursdays at 3 PM EST/12 PM PST for the next #QBOchat.

Andrea Mestdagh

Andrea Mestdagh is an award-winning communications and marketing professional.

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