Frequently asked questions from law firms

How much does Bankeo Pro cost for my firm?

Avec Bankeo Pro, aucun frais fixe ni abonnement. Vous payez des frais uniquement quand un dossier est conclu : un frais d'ouverture de dossier et des frais de service, selon une grille communiquée à l'inscription. Un montant connu d'avance, et vos honoraires restent entièrement à vous.

How is Bankeo Pro paid?

No commission on your fees: Bankeo earns revenue through a fee per completed case, a file opening fee, and a service fee, according to a schedule provided upon registration. No fixed fees, no subscriptions: no completed case, no fee.

Does this comply with the rules of my professional order?

Bankeo Pro is designed to comply with professional regulations. You remain responsible for your services, your fees, and your independence. And if a client relationship isn't working out, Bankeo will support you in resolving it.

What types of clients will I receive?

Entrepreneurs who have expressed an accounting need and who match the profile you have defined: sector, company size, services sought and geographical area.

How soon will I receive requests?

Le jumelage se fait souvent en 48 heures. Une fois votre profil actif, les demandes correspondantes vous sont envoyées au fil de l'eau.

Am I obligated to accept all requests?

No. You retain control over the requests you accept, based on your ability and interest in the case.

How does Bankeo classify requests?

Each request goes through a qualification stage before matching, to verify the actual need and the match with your firm profile.

Can I choose my zone and sectors?

Yes. You define your geographic area, your target sectors, and the services you offer. Matching is done on this basis.

Is there a commitment period?

Oui, et il est clair : le partenariat Bankeo Pro est un contrat d'un an, renouvelé automatiquement, que chaque partie peut ne pas renouveler avec un préavis écrit de 90 jours. Une cible de volume d'affaires est établie ensemble à la signature. Toutes les conditions vous sont remises par écrit avant de signer.

How does Bankeo verify firms?

Bankeo verifies the firm's registration with its professional body before any contact is made. This allows them to offer entrepreneurs a network of verified accountants.

Who owns the customer?

The client is yours. The relationship, the project, the fees, and the contract remain in your name and under your responsibility, just as with any other client. Since we also support entrepreneurs, we simply ask for transparency regarding the introductions made by Bankeo. Our role is to bring you the right client, not to interfere in your relationship.

How to join Bankeo Pro?

You complete the registration form, then define your practice profile: geographic area, target sectors, services offered, and capacity. Once your registration with the professional order is verified, your profile becomes active, and relevant requests are sent to you on a rolling basis.

Does Bankeo Pro cover my region?

Bankeo is expanding to Canada province by province, starting with Quebec where the network and volume of requests are the densest. You define your geographic area and receive requests from that area.

How is this different from buying leads?

Bankeo doesn't sell lists of cold leads. Every request comes from an entrepreneur who has expressed a genuine need; it's qualified before matching, and you don't pay anything until a deal is closed. You pay for a client, not for an uncertain contact.

Can I pause my profile or leave the network?

Yes. You manage your availability: you can reduce or suspend the acceptance of requests based on your capacity. The terms for withdrawing from the network are specified in the Bankeo Pro contract.

What happens if the relationship with a client doesn't work?

Bankeo remains available after the initial match. If the relationship isn't a good fit for you or the client, we'll work with you to resolve it. Since we also support the entrepreneur, we can help them find a better match if needed. Your mission and fees remain your responsibility.

Is there an exclusive offer?

No, there's no exclusivity on your clients: you continue to develop your client base as you see fit. The Bankeo Pro contract simply ensures transparency regarding the applications submitted by Bankeo, guaranteeing a fair model for everyone.

Who can I contact if I have questions?

A Bankeo team supports network firms before and after registration. You can reach us at contact@bankeo.ca or +1 855 720 3250.

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