Introduce your firm and clients to a better way of managing bill pay. Built for businesses of every size and need. Optimized for more visibility, more flexibility, and more control.
Give your firm & clients a boost with Melio
As an accounting firm, we offer you the premium Boost plan free of charge.
This includes all of our premium features like 2-day ACH delivery, advanced approval workflows, and support by phone call. In addition, you get unlimited user access. See here the full list of available features.
Available plan to your clients
Your clients, should you subscribe them to Melio before the end of 2024, will get a 40% discount on the full subscription fees.
They will also get 3 users access to their Melio account in addition to your access as their accountant.
We offer clients two plan options- Core or Boost. These plans include access to premium features that allow multiple payment options, advanced approval workflows, 2-way auto-sync with accounting software, and more. See here the full list of available features.
Note: Can I subscribe my client to a free plan?
No, the Go plan allows only one team member- the owner- access to the Melio account. As such, you as an accountant can’t subscribe your client to the free plan.
Who covers the subscription fee?
That’s up to you. When onboarding your client, you decide who will cover the subscription fees.
If you want the client to pay directly, simply add their payment method, and we’ll charge their account automatically.
Prefer to handle the payments yourself? We’ll charge your account and provide a detailed breakdown for each client. Learn more about billing receipts for accountants.
Note: When will I be charged for my client's subscription fees if their billing cycles differ?
We’ll charge you monthly for the upcoming month, with prorated fees for clients billed mid-cycle.