The Partner Portal is the dashboard CA firms (and other accounting professionals) use to manage all their Booksmor client tenants in one place — instead of switching logins for each client.
This doc is for accounting professionals considering or already running a Partner account.
Time to read: ~10 minutes.
What you get as a Partner
- A single sign-in that gives you access to all your linked client tenants.
- A consolidated dashboard showing client list, status, recent activity.
- One-click client tenant entry — open any client in seconds.
- A built-in monthly commission credit on every active client tenant on the base plan (₹300/month per active base subscription, paid as recurring credit against your own bills).
- Co-branded / white-label option (apply your firm’s name + logo) for clients you onboard.
- Bulk operations across clients — broadcast a notice, run a report, schedule a reminder.
How to register as a Partner
- Go to https://app.booksmor.com/partner-register.
- Fill in:
- Firm name — your CA firm’s name.
- Slug — a unique URL identifier (e.g. yourfirm). Used in your client-invite links and in your CAID.
- Email — primary sign-in for the partner admin.
- Password — same strength policy as user accounts.
- Click Register as partner.
- Verify your email via the 6-digit OTP.
- You’re in. You land on the Partner Portal at
/partner.
The system issues you a CAID (looks like “CA-1A2B-3C4D”) — the identifier clients use to grant you access to their books.
How CAID linking works
Two flows for client access:
Flow 1 — Existing client invites you
The client already has a Booksmor tenant. They add you:
- Client opens Settings → Accountant access in their tenant.
- Client enters your CAID → clicks Find → sees your firm name.
- Client picks an Access level (View / Prepare / Manage) → clicks Confirm & link.
- The link is immediate. Their tenant appears in your Partner Portal.
Flow 2 — You onboard a new client (Partner-led)
The client doesn’t have a Booksmor account yet:
- From your Partner Portal, click + Onboard client.
- Fill in the client’s business name + their primary contact email.
- Booksmor creates the tenant under your partner umbrella, in trial state.
- The client receives an invite email to set their own password and join.
- They appear in your Partner Portal immediately; access defaults to your firm’s chosen scope.
Inside the Partner Portal
Once signed in (/partner), you see:
Client list
A table of every linked client with:
| Column | What it shows |
|---|---|
| Business name | The tenant’s name |
| Plan / Add-ons | Their active subscription |
| Status | Trial / Active / Grace / Expired |
| Last activity | When someone last posted a voucher |
| Subscription expiry | When their annual term renews / expires |
| Open | One-click to enter the client’s tenant |
Sort, filter, and search across the list.
Quick actions
- Open a client’s tenant — you’re switched into their books with your linked access level.
- Send reminder — pre-built reminders for unfiled GST / overdue subscriptions / unposted bills.
- Run report across multiple clients — e.g. “list every client whose GSTR-3B isn’t filed for the period”.
Commission ledger
Your monthly commission ledger sits at the bottom of the Partner Portal:
- One row per active Base subscription per month.
- Recurring credit of ₹300/month per row.
- Aggregates into a single payable-to-you that nets against any of your own subscriptions.
- Historical commissions retained for tax reporting.
Working inside a client’s tenant
When you open a client from the portal:
- Your role is whatever the client granted (View / Prepare / Manage, mapped to a tenant-side CA role they can customise).
- A banner at the top shows you’re working as a Partner-linked CA in [Client name].
- Click Exit to Partner Portal any time to return to your dashboard.
All actions you take are audit-logged under your Partner email, so the client can trace what their CA did and when.
White-label / co-branded option
Your Partner profile lets you set:
- Your firm’s logo URL.
- Your firm’s brand colour.
- Your firm’s support email (so client questions route to you, not Booksmor).
Clients you onboard through Partner-led flow see your firm’s branding by default. Clients who invite you to their existing tenant keep their own branding — your firm’s branding doesn’t apply.
This lets you present Booksmor as part of your firm’s service stack without confusing pre-existing clients.
Pricing — for Partners
- No subscription cost for the Partner Portal itself. Free to register, free to use.
- Each client tenant pays the normal subscription (₹550/mo base + any add-ons).
- You earn ₹300/month per active Base subscription as a recurring credit.
- Net for a CA firm with 20 active clients: ₹6,000/month in credits, applied against any of your own Booksmor subscriptions (or carried forward if you don’t have your own).
The intent: align your interests with Booksmor’s — the more clients you onboard and keep active, the more credit you earn.
Common questions
Can my whole team use the Partner Portal? Yes — invite your staff via Partner Portal → Staff → Invite. Each gets their own login under your partner umbrella; you control which clients they have access to.
Can a client have multiple CAs / Partners linked? One CAID-linked Partner per client at a time. To switch CAs, the client unlinks the old one and links the new. (A client can additionally invite team-member CAs alongside the Partner-link if they want.)
What if I leave a CA firm and join another? The Partner registration is tied to the firm, not the individual. Your individual login can be revoked by the firm’s primary admin; your access to client tenants goes with it.
Can I see all my clients’ GST status at a glance? Yes — the Partner Portal has a GST status column / filter showing each client’s last-filed period and any pending returns. Useful for filing-season prioritisation.
Can I bulk-file GSTR-1 for multiple clients? File-by-file is the current path (one client at a time). Bulk multi-client filing is on the roadmap.
My commission ledger shows fewer rows than I have clients. Only active Base subscriptions count. Trial-state clients, lapsed clients, or clients on free promo plans don’t contribute. The ledger refreshes monthly.
Can I export the commission ledger for my own books? Yes — Partner Portal → Commission → Export CSV.
Do my clients see that I’m earning commission? No — commission is transparent to clients. It comes from Booksmor’s margin, not from a markup on the client’s bill.
How do I cancel a Partner registration? Email partners@booksmor.com. Once cancelled, your clients are unlinked (they can re-link a new Partner or run their tenant independently).
Troubleshooting
Client said they entered my CAID but I don’t see them in my portal. Refresh the portal. If still missing, ask the client to verify they entered the right CAID — typos are common. The client’s Settings → Accountant access screen shows the linked CA’s firm name; if it shows yours, the link is good.
Banner at the top of a client’s tenant says “Linked as [some other role]” — what does that mean? The client granted you a specific role (View / Prepare / Manage) that maps to a specific permission set. To get more access, ask the client to change the level in their Settings → Accountant access.
“Onboard client” button isn’t visible. Your Partner role doesn’t include client-onboarding. The primary Partner admin can grant it from Partner Portal → Staff.
My commission credit isn’t showing on this month’s invoice. Commission applies to the next billing cycle, not the current one. The credit will show on your renewal / top-up invoice from this month onwards. If still missing after a full cycle, contact partners@booksmor.com.
Need more help? Email partners@booksmor.com — dedicated inbox for Partner / CA queries (separate from end-customer support).