Accountant Partnerships

Here's what you get when you use
401GO for Accountants

We give accountants a partner portal and dashboard.

Our partner portal gives you access to all your client's plan information. See how many plans you have active, the total number of participants and the total AUM at a glance.

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Invite your clients to start a new plan or set up the plan for them.

You can easily invite a client to go through our automated setup process. Or, if you want to be very hands on, you can use your partner link to facilitate the setup of a new plan on your client's behalf.

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Give your clients the best benefit for their business.

You'll be their hero when you connect your clients with the best retirement platform available! Many business owners aren't aware that an affordable, easy, high-quality solution is available to them.

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