← For accountants and advisors

Become a referral partner

Refer a client, and earn 20% of what they pay us for 12 months. Nothing to install, nothing to manage.

How it works

  1. We give you a link Yours alone. Send it to a client, or put it in an email signature.
  2. Your client signs up and pays directly They own the subscription and the relationship with us.
  3. You earn every month they pay 20% of their subscription, for their first 12 months.

The rules, plainly

If managing it yourself suits you better, Enterprise pays considerably more over time — a fifty-client firm keeps the margin on every client, indefinitely.

Apply

We approve partners by hand and will be in touch within a couple of days.