Highbeam for accounting firms
Automate accounting workflows, connect with high-value clients, and expand your services with customized financial tools.
How do we partner with accounting firms?
What we offer to your clients
Personalized account management
Highbeam offers your clients a dedicated account manager who works with you and your client to provide a custom-tailored approach to achieving successful outcomes.
Waived minimums on high yield accounts
We'll maximize your client's earnings with waived minimums on banking and treasury products. Offer competitive rates of up to 1.5% APY on checking accounts and 4.5% APY on high-yield savings accounts.1
Capital planning and access
Our team of experts will collaborate with you and your clients to craft the ideal capital stack tailored to their unique needs. With our extensive network of lenders and investors, we'll connect them with the right partners for their growth stage.
Preferential platform pricing
Offer your customers exclusive discounts, or include Highbeam in your services with special pricing. The more clients you refer, the better the rates you'll receive. Plus, earn additional revenue through our referral program.
The more horsepower you dedicate to cash management functions early on, the better set up you are for the future and the fewer headaches you’ll have downstream.
