Trace 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