Your clients already ask you. Give them an answer you can stand behind.
Business owners bring their accountant the questions they cannot answer themselves, and technology is one of them. Introduce the clients who need managed IT and cybersecurity; we deliver, support, and answer for the work.
Free to join. Applications are typically reviewed within 2 business days.
How you get paid
Recurring, not one-time
Your share is computed on every invoice the client pays for the first 12 months after you introduce them, and pays out automatically. You watch it accrue in your partner dashboard in real time.
We carry the billing and the risk of delivery
We carry billing, refunds, sales tax, and service liability as the merchant of record, so you are not underwriting the service you recommend.
Nothing to buy or stock
Joining is free and delivery is remote-first, with no inventory for you to carry. When a client needs onsite help, our team handles it under their plan within our North Carolina service area.
Why partner with us
Why the program fits an accounting practice
62% of accounting professionals say clients look to them for technology management, the top request they get outside of finance.
You see the risk before anyone else does
You see the books, the payment workflows, and who has access to what. When a client moves money by email or shares one login across the office, you are often the first advisor to notice.
A referral that protects your own work
Your clients send you financial records every month. A client on a secure, monitored environment is a client whose data reaches you intact, and whose books are less likely to be disrupted by an incident.
No time taken away from billable work
You make the introduction; we run the conversation, the onboarding, and the support. There is nothing for your staff to learn, stock, or maintain, and no quotas.
Your professional rules come first
If your professional or independence rules bar compensation for a client, keep that client out of the program: do not register them or send them your partner link. Your obligations set the terms, not ours.
No sales script required
Where the conversation already comes up
- A client who lost money to a fake invoice or a changed wire instruction
- Year-end, when a client asks which technology costs are worth keeping
- A client buying, selling, or growing a business and asking what to check first
- A client whose cyber-insurance application asks questions they cannot answer
Check your professional obligations
Rules on referral fees and commissions for accountants vary by client type and by state. Read the FAQ below, confirm with your state board or your own counsel, and keep any client you cannot be compensated for out of the program. We are not your ethics adviser, and nothing here is professional advice. The Preferred Plans are business services; delivery is remote-first, and onsite support at Professional and above is limited to our North Carolina service area.
See the three plans your clients choose fromHow it works
From introduction to recurring revenue in three steps
Apply in under a minute
Sign in with Microsoft or Google. We capture your details as you go, not up front.
Make the introduction
Share your tracked link or register the client in the portal. We can run the whole sales conversation for you.
We deliver. You get paid.
We onboard, support, and protect the client. Your revenue share accrues on every invoice for the first 12 months, automatically.
FAQ
Common questions
Something not covered here? Call (336) 886-3282 and talk to a person.
- How do I earn money, and when do I get paid?
- You earn a revenue share on every invoice a client you introduced pays Preferred Data Corporation during the first 12 months after you introduce them, as set by your partner agreement. It is computed automatically per invoice, it accrues in your partner dashboard in real time, and payouts run on a regular schedule. Applying and joining are free. Program terms are shared during onboarding.
- Can a CPA accept a referral fee for introducing a client?
- It depends on the client and the state. In North Carolina, the State Board rule on commissions (21 NCAC 08N .0303) bars a CPA from taking a commission for a client whose financial statements the firm audits or reviews, compiles for third-party use without disclosing a lack of independence, or whose prospective financial information it examines, during the engagement and the period the statements cover. For any permitted commission or referral fee, the client must be told in advance and given a written disclosure within ten business days. Other states and the AICPA Code set their own rules, so confirm yours with your board before accepting compensation.
- Can I introduce a client without taking any compensation?
- Yes, as a plain introduction outside the program. Do not register the client or send them your partner link; call us instead and we will take it from there. Nothing is attributed to your partner account, so nothing is paid, and the client receives exactly the same service. A per-client compensation choice inside the portal is not available yet.
- Will you need access to my firm systems or my client files?
- No. The program never touches your practice systems or your client files. We work directly with the client you introduced, under their own agreement with us.
- Who does the technical work and answers the support calls?
- We do. Our team handles the sales conversation if you want us to, the onboarding, the helpdesk, monitoring, backups, and 24/7 security operations. You make the introduction and keep the relationship; you are never the one taking a support call or responding to a security incident.
- Who carries billing, refunds, taxes, and liability?
- We do. We carry billing, refunds, sales tax, and service liability as the merchant of record. You do not invoice a client for our services or carry the risk of delivering them.
Ready to add recurring revenue?
Join in under a minute, or call us and we will walk you through how the program works for your business.