Partner program
Grow your clients. Grow your own book at the same time.
Your clients need the same four things every service business needs: new customers, more from the customers they have, referrals, and nothing slipping. Hand them apps that do those jobs — under your name, at your prices — and run the same shelf on your own practice. Wholesale rates, one console over every client workspace, and no headcount.
Which one are you?
Accountants, CPAs & bookkeepers
Two shelves rather than one. Apps that grow your own practice, and apps you run for clients and bill for. Your team also stops burning hours answering questions the apps answer before they get asked.
See the accounting trackMarketing agencies & insurance FMOs
You already help clients find customers. This is the other half — the follow-up after the lead lands. A branded tool they open every week beats a monthly report as a retention device, and it is something to put in a pitch nobody else has.
See the agency trackThe economics
Work out your own number
You set the retail price, so this is your arithmetic rather than ours. Move the sliders.
Billed to your clients each year
$6,300
Before what you pay us at wholesale, and before the one-time $49 activation. We quote wholesale rates when you apply, because they depend on which apps your clients actually use.
The ladder
Start where it suits you, move up when it pays to
Referral
No setup, no fee
Send clients our way and take a share of what they spend. Nothing to configure and nothing to support — you make the introduction, we do the rest.
- ✓ Revenue share on every client you refer
- ✓ No activation fee
- ✓ Nothing to set up
Certified
$49 one-time
You run the relationship. Wholesale rates, your own console over every client workspace, and marketing material you can put your logo on.
- ✓ Wholesale rates on every app
- ✓ One console across all client workspaces
- ✓ Choose which apps each client sees
- ✓ Set your own retail prices, keep the margin
- ✓ Co-marketing material and a named contact
- ✓ Listed in the partner directory
White-label
Included at Certified
Your brand and your domain, end to end. Your clients see your firm — not ours — everywhere they look.
- ✓ Your logo, colours and domain
- ✓ Your sender identity on outgoing mail
- ✓ We stay invisible
Your brand on the front
On the Certified tier the apps run under your firm's name: your logo, your colours, your domain, and your sender identity on anything that goes out to a client's customers or suppliers. There is no "powered by" badge and no mention of us in the interface.
Setting that up is what the one-time $49 activation covers.
How it works, start to finish
- 1
Activate
We set up your tenant, map your domain, and hand you the partner console. Usually a couple of days.
- 2
Bring your clients in
Create a workspace per client. Each one is isolated — separate data, separate connections, separate sender identity.
- 3
Switch on what each one needs
A client with a pipeline problem gets the Prospecting CRM. One who has quietly stopped charging for half the job gets Fee Watch. Same four pillars, different starting point per client — and they only ever see what you enable.
- 4
Bill them yourself
You charge your clients whatever you decide. We bill you at wholesale. The difference is yours.
