Resources for advisors

Actionable insights to grow cloud accounting and bookkeeping firms.

Latest guide

Offering accounts payable as a service

A step-by-step guide for accountants and bookkeepers to offer simple AP automations to clients.

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How to keep your clients’ financial data secure

Understand the current data security risks for accountants and bookkeepers. Discover how to protect your firm — and your clients’ data.

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The growth playbook for cloud accounting leaders (2021 edition)

Learn what forward-thinking firms are doing with process improvements, technology and people management to accelerate their growth.

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Get a personalized walkthrough of Relay

Modernize your back office with banking designed for accounting and bookkeeping