Become a Relay Certified Banking Partner to help clients make smarter decisions about their day-to-day banking services and cash flow — and build more financially healthy businesses.

Your client’s bank is the gatekeeper to a critical factor of the business’ health: cash flow. By becoming a Banking Partner, you can provide clients greater clarity into the financial health of their businesses at the banking services level. Join over 2000 accountants and bookkeepers who have become Banking Partner certified. 

The Relay Banking Partner Certification is a self-guided program of 11 videos and 9 quiz questions. Once completed, you’ll receive a certification badge to promote your knowledge. In the certification, you'll learn: 

The Relay Banking Partner Certification is designed for accountants and bookkeepers who want to help clients build more financially healthy businesses.

What’s in the Banking Partner Certification

• What a Banking Partner is 
• The connection between banking and cash flow clarity 
• How to identify clients that need a banking partner 
• How to start a conversation with your clients about banking 
• How to transition a client onto Relay
• A walkthrough of how Relay is built to support you as a banking partner