Partner/Discounts for CPA referring clients to YNAB

I own a CPA/Advisory firm and would like to recommend YNAB to clients for their personal budgeting needs. With some of our other partner SAS programs, we are able to either have a Partner subscription rate that we pay on behalf of our clients as a courtesy, or the client is able to obtain a discounted rate through a unique code. Do you offer a similar project? Thank you!

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  • Hey Purple Zebra !  I sent you a quick email to get you connected with our User Account team, who will have more insight here. We don't have an official program rolled out, but it's something they're looking into.

    For anyone that stumbles across this thread, you can reach out directly from the app by clicking the question mark in the bottom right corner to send us a message, or via email at [email protected] for a quicker response!

  • Hi there! I’m currently looking for a CPA familiar with YNAB. Where are you located, do you have clients in California?

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