Step 1 of 2

Create your partner account

Use your work account. We'll capture your details automatically and ask a few quick questions after.

Applying as: Accounting firms, CPAs and bookkeepers

or use your work email

No password to create, nothing to remember. After you sign in we'll ask a few quick questions about your company (most are pre-filled for you), and your portal opens as soon as you finish.

Can't sign in right now? Send us your details instead (slower)

Signing up is free and does not commit you to anything. Program terms are shared during onboarding, and you sign the partner agreement in the portal before you register a deal. Questions first? Call (336) 886-3282.

Preferred Partner Program

What you get when you join

Your portal opens as soon as you finish signing up. Inside: per-rep affiliate links, built-in training, co-branded sales material, and a revenue share on every client you bring on.

Under a minute to your portal
Sign in with the account you already use at work, answer a few questions, and your portal opens. No approval queue, no paperwork wall.
Revenue share on every invoice
Earn on every invoice a client you introduced pays during the first 12 months, tracked live in your dashboard. Sign your partner agreement in the portal and we pay out against it.
We carry the security load
We deliver and support the service, with 24/7 security monitoring on every plan. Your team makes the introduction; ours defends.

How you get paid

10+

Prefer to talk first? (336) 886-3282