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The operating system for desk work that lives in files
Try a sample
Partner program

Get your clients results. Keep 30 percent, for life.

Your clients get the operating system for desk work that lives in files: money back from their bills, hours back from their month-end, and audits cleared with evidence. Your firm receives 30 percent of every subscription they start, for as long as they stay.

How it works

1Apply. A business address gets its partner code at once, with a client link for every app.

2Share a link. Your client opens the app on sample data with no sign-up, then tries it on their own file.

3Your client subscribes. Checkout carries your code. Billing, invoices, tax and support are ours.

4You are paid monthly: 30 percent of each payment, after it clears and the refund window passes.

Who it is for

Fractional CFOs, CPAs, vCISOs, law firms, integrators and specialist advisors across 13 practices. Quote a desk, not an app: money back for the freight desk, hours back at month-end, audits cleared with evidence.

The terms
30%
of every subscription, every month, for life
Clients on one appPer monthPer year
3 clients$2,250$27,000
10 clients$7,500$90,000
25 clients$18,750$225,000
At the median list price, $750 per client per month to you, with a 14-day trial for your clients. An illustration, not a promise.
ApplyGet your partner code now.
Approval is immediate for business addresses.
The rules

Plain terms, and a few that protect your license.

Do I have to tell my clients about the commission?

Yes. Tell each client you receive a referral commission before they subscribe. The wording is on the disclosure page. Accountants and attorneys should also check their professional rules; CPAs may not take commissions from attest clients.

How and when am I paid?

Commission is 30 percent of what each referred client pays, calculated from our Merchant of Record's payment data by our affiliate platform and paid monthly after the payment clears and the refund window has passed. You choose the payout method on the platform.

Can I pass the commission to my client instead?

Yes, where our payment systems can apply it: the client gets a discount equal to the commission for as long as you choose that option.

Who supports my clients?

We do. Help is built into every app and our support desk answers by email. You are never the helpdesk.

What happens to my clients' files?

They are read in memory for the session and discarded. We keep no copy. The trust page has the details and the documents.

Can I email prospects on your behalf?

Only within the marketing rules in the agreement: no bought lists, no misleading claims, and the law of the recipient's country applies. Most partners share links with clients they already serve.