Partner Program
Partner with us, or just send the referral.
Book a 30-minute call with our partnerships team. No form to fill in, no waiting on a reply.
Book
Pick a Time That Suits You
We’ll confirm which program fits you, walk you through the commission structure, and if you have a live client deal right now we’ll scope it on the same call.
No fees, no quotas, no certifications · Prefer email? Contact us instead
What to have ready
Nothing to prepare in advance, but the call moves faster if you have these to hand.
Joining a program? Have this ready
- Your name, company and work email
- What you are: accounting firm, MSP or IT provider, consultant or fractional CFO, bookkeeper, software vendor
- Roughly how many clients you serve
- Which accounting platforms you see across your client base
- Whether you have a client referral ready right now
Referring a client? Use the referral form
- Your name, company and work email, so the referral is registered to you
- The client’s company name
- What they are on today, and where they are going if it is decided
- What is driving the timing: server end-of-life, merger, renewal, an outgrown system
- Whether you would like to introduce us by email, or brief us on a call first
Ready to refer a client right now? Register the referral and it is logged to you straight away.
What happens next
01 · You pick a time
Straight into the calendar. No gatekeeping and no autoresponder. Book the slot that suits you and you will be talking to a person.
02 · We walk you through the terms
On the intro call. Commission structure, deal registration, and white-label options, in plain numbers.
03 · You refer when it suits you
No obligation. No quotas and no minimum volume. One good referral a year is a fine partnership.
Your client stays your client. We don’t sell bookkeeping or advisory against accounting firms. We don’t sell managed IT or hosting against MSPs. We execute the migration you brought us, and we hand the relationship back.
Not sure which program fits? Compare both partner programs.
