Become a trusted
Plooto expert

Help your clients reduce risk, improve cash flow, and run smarter, more controlled payment operations — while strengthening your role as a trusted financial advisor.  

Partner Program

Why firms partner with Plooto

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Be a trusted Plooto expert

Position your firm as a modern, tech-forward advisor by helping clients implement secure, automated payment workflows using proven best practices.
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Reduce risk to your firm

Protect clients — and your reputation — with built-in controls like approvals, audit trails, dual controls, and role-based permissions.
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Operate more efficiently

Automate your payables and receivables, saving hours each week and freeing time for higher-value client work.
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Centrally manage all clients

View each client account under one central dashboard. Plus, you'll get a free Plooto subscription for your firm when you add 3+ clients on Grow or Pro plans.
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Enhance your service offerings

Move beyond transactional work by offering payment strategy, controls, and cash flow optimization as value-added advisory services.
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Deliver better cash flow outcomes

Help clients control when and how money moves with flexible ways to pay, scheduling, and payment tracking.

Trusted by accounting professionals and the clients they serve

Trusted by over 13,000 businesses, Plooto powers nearly 1,000 accounting firms managing millions of
payments each year. Built with security, controls, and auditability at its core, Plooto integrates seamlessly with
leading accounting platforms.

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Best Est. ROI - Fall 2025 Best Support - Fall 2025 Fastest Implementation - Fall 2025 Users Love Us

How the Partner Program supports your growth

The Plooto Partner Program rewards firms that deliver measurable value to their clients — with recognition, visibility, and cost savings as they scale.

Partner Directory visibility

Get discovered by SMBs actively looking for a trusted, Plooto-enabled accounting firm. The Partner Directory helps you attract new clients and stand out as a modern, tech-forward advisor.

See partner directory →

Waived firm & ACH fees

Your firm subscription and ACH fees are waived once you have 3+ active clients on Grow or Pro — helping reduce costs as you manage payments.

Recognition and rewards as you grow

As you onboard more clients and deepen your expertise with Plooto, you unlock Partner tiers that reflect your impact.

Bronze Partner 3–10 clients 10% discount
Silver Partner 11–24 clients 15% discount
Gold Partner 25+ clients 20% discount

How it works

1

Join for free

Sign up and activate your Partner account — no subscription required.

2

Onboard clients

Help clients reduce risk, save time, and
improve cash flow with Plooto.

3

Grow & get recognized

Unlock tiers, rewards, and visibility as your
client base expands.

FAQs

Don't see your question answered here? Contact us today.

Who is eligible for the Partner Program?

To join the Partner Program and receive the discounts and benefits, you must be the subscriber on your client's account, paying for their subscription, and the firm must go through verification and add a bank account.

How do I properly link clients to my accounting firm's Plooto account?

Please see our Help Center article: Connecting to a Client's Plooto Account.

How do I pay for a client's Plooto subscription on their behalf?

Please see our Help Center article: Paying for Your Client's Plooto Billing Items on Their Behalf.

Join the Partner Program today

Become a partner