Tailored to your firm’s DNA
We’ve built this program around how modern accounting firms actually work—supporting your existing processes so you can amplify client value without disrupting what works.
Elevate your firm with each new client you add.
Unlock elite benefits, strategic resources, and higher margins—it’s a partnership that grows with you.
Where your ambition meets unlimited opportunity.
Resources that scale as you do
From your first client to your fiftieth, we meet you where you are. The more you grow, the more resources, tools, and strategic advantages you unlock—exactly when you need them.
Advantages that drive growth
Your partner status is more than just recognition. Unlock even more advantages as you grow—more market visibility, free CPE courses to stay sharp, meet with our product team, and more.
From solid foundation to strategic influence.
Each milestone unlocks new opportunities for your firm and clients.
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Bronze
Silver
Gold
Diamond
Number of clients
1-5
6-15
16-30
31+
Clients discounts*
30%
35%
40%
45%
Free Boost plan
Melio Academy
Personalized guidance
Hands-on client setup
Free CPE & training
Market visibility
Join The Council
Eight ways this partnership can benefit your firm.
Tangible advantages that transform how you operate, scale, and deliver value.
Flexible pricing
Get discounts that increase with your client count—from 30% off retail for Bronze Partners to 45% for Diamond partners.*
Free Boost plan
Unlock Melio’s Boost plan for your own firm plus premium customer support with priority response times for seamless operations.
Melio Academy
Access Melio Academy’s video guides and detailed walkthroughs to master platform features and deliver more client value.
Personalized guidance
Enjoy dedicated account managers and 30-90 day setup specialists to ensure your strategy and implementation are aligned.
Hands-on client setup
Sit back as our team handles client account setup and training—3 sessions for Gold Partners, unlimited for Diamond Partners.
Free CPE courses
Access free Earmark CPE courses to extend your expertise to help you stay current and compliant at no extra cost.
Market visibility
Enjoy co-marketing opportunities from newsletter features to joint campaigns that showcase your expertise to potential clients.
Join The Council
Impact what we build. Collaborate with Melio’s leadership and join the community shaping future product features.
FAQ
The Melio Accounting Partner Program is a rewards program designed to support accounting firms as they grow. By adding clients to Melio, partners unlock progressive discounts, premium support, and exclusive tools that streamline client management and elevate firm operations.
You’re automatically enrolled when you add your first client to Melio. There’s no application or approval process—just start using the platform with your clients and your partner status activates at the Bronze level.
There are four statuses: Bronze, Silver, Gold, and Diamond. Each level reflects the number of subscribed clients you’ve added and unlocks additional benefits—from higher discounts and hands-on onboarding to strategic co-marketing and advisory opportunities.
Clients must be subscribed to a paid plan to count toward your partner status. Each new active client you add brings you closer to the next partner level and unlocks additional rewards.
To qualify for tiered discounts, clients must be billed directly through your firm’s account. Only clients whose plans are paid for by your firm will count toward achieving higher discount tiers. However, all subscribed clients—regardless of who pays for their plan—will count toward your partner status.
Your status is based on the number of subscribed clients. If that number changes, your status will change—but you’ll still retain access to essential tools and support. You can always regain your status as your client base grows. Note that if a client who was billed through your firm cancels, it may affect the tiered discount.
No. The Accounting Partner Program is completely free. We hope you’ll join us!
Melio Boost is included for free at all partner status levels and allows your firm to pay and get paid. It gives you firsthand access to the same tools your clients use, helping you manage your own operations more efficiently.
