Partners

Everything you need to successfully use Trace as a partner. Learn how to set up your clients and access the Partner Portal.

• How to Access the Trace Partner Portal
• How to Set Up a New Trace Account/Software Subscription for Your Client
• How to Login in to a Client Account and Switch Between Your Account and Client Accounts in the Trace Partner Portal
• How to Connect Your Client's Accounting Software in the Trace App
• How to request an audit report on behalf of your client