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Introduction to Greenback for Pros

Introduction to Greenback for Pros

Greenback for Pros

Introducing Greenback for Pros, our certification program designed specifically for accounting professionals across the globe. This program is designed for accounting firms, bookkeepers and advisors and is perfect for organizations that need to manage multiple Greenback accounts.

Greenback Pros can benefit from consolidated billing, discounted bundled pricing plans, certified marketing materials, personalized 1 to 1 onboarding support and accountant focused features and reporting designed specifically to help professionals provide financial advisory services to their clients.

In addition, Greenback Master Partners are promoted to the 25,000+ Greenback clients across the globe who don’t have an existing advisor but require assistance from a certified accountant.

There is no cost to join Greenback for Pros.

Great for accounting professionals just getting started on Greenback. The Greenback for Professionals badge tells your clients you leverage Greenback to help automate accounting tasks. There is no cost to join the Greenback for Pros program.

The Greenback Pro Certified badge is for accounting professionals with 5 or more customers on the Greenback software and are proficient in helping customers leverage Greenback to automate complex accounting tasks.

Greenback Master partners are required to support 25 or more clients on the Greenback software and are included as service providers in support of Greenback’s Managed Services plan.

How to join Greenback for Pros

To get started, simply sign up for Greenback at From your Greenback account visit "settings > teams" and follow the instructions on the "introducing Greenback for Pros" call out at the top of the teams page.

How do I become a Greenback Certified Pro or Master Partner?

Greenback professionals who have joined the Greenback for Pros program and have 5 or more Teams on Greenback can request to be certified as a Certified Pro or Master Partner by contacting

What is the Greenback Managed Service Plan?

Many Greenback users are looking to automate the complex task of modern accounting. In many cases they are also looking for a consultative service provider that can help them deal with accounting decisions. Greenback's managed service plan couples a subscription to Greenback with the services of our Master Partners to provide a well rounded accounting solution.

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