Guideline for Accountants Logo
Guideline for Accountants Logo
Guideline for Accountants

Accounting professionals

Give your clients a
roadmap to retirement

With Guideline for Accountants, you get the tools and support you need to grow your firm—join for free today.

Reach out to our team

Leave your email or give us a call to get started

Seemless payroll integration
Guide affordable prices

Retirement plans your clients will love

  • Easy setup and management

    You and your clients can set up a 401(k) plan in 20 minutes. From there, it’s pretty hands off. We’ll take care of recordkeeping, investments, government filings, and more.

  • Seamless payroll integration

    Clients using one of our 360 integration partners can get a largely automated 401(k). We can securely sync employee data, track 401(k) eligibility, and process deductions.

  • Affordable prices

    With plans that have low monthly costs and no transaction fees, you can set your clients on the right track right away. Monthly plans start at $49 plus $8 per participating employee.

YOUR NEW DASHBOARD

Manage everything in one place

  • Visibility of all clients’ Guideline 401(k) plans

  • Plan management capabilities

  • Invite clients directly from your dashboard

Guideline Accountant Dashboard

Add clients.
Give rewards.
Repeat.

As a Guideline partner, you can receive savings for your firm and perks to pass along to clients.

  • For your firm

    No employer fees for 6 months

    Open a new 401(k) for your firm or transfer your existing plan to Guideline and we’ll waive your employer fees for 6 months.

  • For your clients

    No employer fees for up to 6 months

    For each client you sign up, we’ll waive their employer fees for 4-6 months. The more clients you add, the bigger perk you can give.

Dedicated relationship manager Guideline 2
Dedicated relationship manager Guideline 3
Dedicated relationship manager Guideline

Dedicated Relationship Manager

We can help you help your clients

Your clients turn to you for professional advice. With Guideline for Accountants, you can rely on your dedicated relationship manager to help with outstanding tasks and answer your questions.

Let’s grow your accounting practice

  • 1

    Open an account in minutes

    There are no fees to join Guideline for Accountants. Reach out via phone or email to set up your account.

  • 2

    Add your clients

    Invite clients directly from your dashboard.

  • 3

    Design their plans

    Help clients set up retirement plans that work for them.

Reach out to our team

Leave your email or give us a call to get started

Guideline at a glance

  • 30,000+

    Business clients

  • 1,250+

    Advisor and accountant partners

  • $6B+

    Assets under management

  • Fintech 50

    Forbes 2021

Frequently asked questions

How does the client rewards program work?

Each client that signs up for a Guideline 401(k) through an accountant will receive a discount from Guideline. By adding more clients, accountants can obtain higher tier status and pass along bigger discounts.

  • 1-5 clients - Preferred Tier. Each new client pays no employer fees for 4 months
  • 6-15 clients - Premier Tier. Each new client pays no employer fees for 5 months
  • 16+ clients - Elite Tier. Each new client pays no employer fees for 6 months

I already have clients with a Guideline 401(k). Do they count toward my client total?

Yes, all existing clients will be included to determine your tier status.

Will my existing clients qualify for the benefit program discount?

The discount only applies to new plans added starting starting September 28, 2021.

I'm not a CPA. Can I join Guideline for Accountants?

Yes, you can. You don’t need any type of accreditation, like CPA, to join. Guideline for Accountants is made up of tax professionals, bookkeepers and CPAs.

When will the discount apply? Will it be reflected on the monthly invoice?

The discount will start with your client’s first invoice.

Will I have a dedicated point of contact at Guideline?

Yes, you will be introduced to your dedicated Relationship Manager after you join Guideline for Accountants and connect to your free accountants dashboard.