ClaryBook Partner Program

The bookkeeping your rental-property clients won't do themselves.

ClaryBook's partner program gives CPAs clean Schedule E exports at tax time. Your clients text receipts all year. You pull the report in January.

Book a 15-min demo See the partner offer

15 minutes. We'll walk through a real Schedule E export — no slides.

Real Schedule E worksheet exported from ClaryBook
If you've prepped a 1040 with rental income, you know:

Three things every Schedule-E client does to your tax season.

How it works

Three steps. The third one is yours.

Your client does steps 1 and 2 every time they spend money. You do step 3 once a year — and the export is already pre-mapped to Schedule E lines.

1

Your client texts receipts into ClaryBook all year.

iPhone, web, or Telegram — whichever they prefer. Snap a receipt, log a property visit, ask Clary a question. Clary parses every transaction in seconds.

Client texting a receipt to ClaryBook
2

Clary categorizes by property and Schedule E line.

Auto-categorization runs against a real double-entry ledger. Per-property NOI, depreciation, mileage at the 2026 IRS rate, 1099-NEC threshold alerts — all maintained without the client thinking about it.

Auto-categorized transactions in ClaryBook
3

You pull a co-branded Schedule E in January.

One click in the partner dashboard. Itemized expenses, mileage log, hours summary, every receipt as a ZIP. Co-branded with your firm's logo. No follow-up email asking what "$450 charge" was for.

Complete tax package — co-branded with the CPA's firm
The partner offer

Plain offer. No tiers, no quota, no fee.

We don't think CPAs should be motivated by commission. We think you should refer ClaryBook because it makes your tax season easier. The commission is a thank-you, not a bait.

What you get How it works
Free practice accountFull ClaryBook account, unlimited transactions, sample data pre-loaded. Yours forever — no trial expiry.
Co-branded partner dashboardSwitch between all your client books from one login. Your firm's logo on every exported PDF and every signup page.
10% recurring commissionLifetime of the customer. Paid monthly via Stripe Connect. 1099 issued annually if commissions exceed $600.
No exclusivity, no quota, no fee to joinRefer when it fits. Don't refer when it doesn't. We don't punish quiet partners — many become referrers in year two.
Book a 15-min demo

Free practice account on signup. Commission tracking starts the day your first client signs up via your link.

FAQ

Things CPAs ask in the demo

How does ClaryBook handle depreciation?
Each property has a depreciation schedule with basis, in-service date, and method. Monthly depreciation entries hit the ledger automatically. The Schedule E export shows the year's depreciation per property pre-filled. You stay in control of cost-segregation studies and §179 elections — those still flow through your prep workflow.
What if my client already uses QuickBooks?
Most CPAs we talk to keep QBO for their S-corp and operating-business clients. ClaryBook is for the same client's Schedule E rental work, where QBO is overkill and the client won't actually use it. The two coexist.
How is the 10% commission paid?
Stripe Connect, monthly, on the 7th for the prior month. Standard SaaS rev-share mechanics — refunds claw back commission within the 30-day window, after that it's yours. We issue a 1099-NEC annually if your commissions exceed $600.
Can I white-label the entire product?
Not yet. Partner Mode v1 is co-branded — your logo on every export and signup page, ClaryBook stays visible. Full white-label is on the roadmap for high-volume partners. If white-label is a hard requirement for you, tell us in the demo.
Who owns the client data?
The client. Full export available anytime as CSV, PDF, or ZIP — even if they cancel, even if you stop being a partner. ClaryBook is software; you and your client are the parties of record.

See it on a real client file.

Bring a Schedule E client whose books are currently a mess. We'll show you what the same data looks like once it's been running through ClaryBook for a year. Fifteen minutes, no slides.

Book a 15-min demo Or sign up as a partner

Not ready for a demo? Use the partner signup link to grab your free practice account and explore on your own.