Getting Started with the Melio Accounting Partner Program

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This article provides a quick overview of the Melio Accounting Partner Program, including:

What is the Melio Accounting Partner Program?

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.
  • Exclusive tools that optimize client management and elevate your entire firm, boosting operational efficiency, expanding market presence, and enabling professional development.

How do you check your current Partner status in the Melio account?

1 - Log in to your Melio account. 

2 - Select Partner Program from the left sidebar. 

3 - On the Accounting Partner Program page, you’ll find:

  • Your current partner status
  • Plan discount percentage
  • Number of clients needed to unlock the next status
  • Total active clients you’ve added
  • Available benefits

For a full breakdown of partner statuses, benefits, and frequently asked questions, visit our Partner Program page.

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