Neat Announces Certified Neat Advisor Program for Intuit’s ProAdvisor Community

Share Article

Neat’s Certification Program provides Intuit’s ProAdvisors with the tools and resources to help streamline their client’s workflows

Neat®, a leader in Smart Organization Systems for small businesses, today announced a new certification program for the Intuit® ProAdvisor community. Neat’s Certification Program gives ProAdvisors the opportunity to become Certified Neat Advisors, and the tools and knowledge to automate processes, streamline workflows, and add more value to their clients.

Neat’s certification program will consist of a three-part educational series, followed by an online exam. Throughout the education process, ProAdvisors will receive supplemental documents and resources to help them become Neat experts, as well as gain a greater understanding of how Neat’s integration with QuickBooks Online® works. Once the course is complete, Certified Neat Advisors will receive proof of certification and will be featured in Neat’s directory, while obtaining access to tools they can use to provide their clients with tailored solutions, support, and training.

Certified Neat Advisors also have the opportunity to expand their markets, diversify their offerings, and create recurring revenue opportunities by becoming Neat Resellers. Neat Reseller benefits include discounted partner pricing, volume-based rebates, and lead generation. Neat Advisors and Resellers will gain the knowledge necessary to help their clients find solutions for their document management workflows. Neat transforms receipts, invoices, business cards, and more into usable digital data by automatically extracting key elements and integrating with popular small business software. Certified Neat Advisors can help their clients leverage Neat’s Smart Organization Technology to automate expense reporting, tax preparation, contact management, and other everyday business processes.

The Certified Neat Advisor program will ultimately give small businesses of all sizes, verticals, and configurations better access to resources that make monotonous, everyday workflows more efficient, so small business owners and managers have more time to get to what matters.

About Neat
Neat is the leading provider of Smart Organization Systems for the small business and home markets. Neat’s unique combination of cloud, mobile, desktop software, and hardware scanning solutions transforms important documents into usable digital information. Neat helps users organize, access, and share digital documents simplifying everyday tasks, facilitating information workflows, and allowing users to save time and work more productively.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Robert Kreis
Broadpath
+1 215-644-6508
Email >