Partner program
Turn advisory and rollout work into a stronger recurring relationship.
The partner program is designed for consultants, accounting firms, ERP implementers, and finance operators who want a dependable FBR compliance offer for client businesses.
Partner fit
- Accounting firms and tax consultancies serving SMB or mid-market clients.
- ERP implementers and outsourced finance teams building repeatable compliance workflows.
- Advisors who want a clearer route from business demo to rollout and ongoing client support.
- Teams ready to follow data handling, brand, and escalation standards.
Referral, advisory, and rollout paths
Choose the commercial model that matches your firm.
2 business days
Typical review window for a complete application.
Enablement included
Get onboarding support, sales material, and escalation channels.
Partner models
Choose the model that matches how your firm works with clients.
Some partners introduce qualified buyers. Others stay deeply involved in rollout and advisory delivery. The public page now makes both paths explicit.
Referral partners
Introduce qualified businesses and stay involved at the commercial level without owning implementation delivery.
Advisory partners
Guide clients through process design, compliance readiness, and change management while the platform powers execution.
Implementation partners
Embed the workflow into ERP, finance, or transformation projects with a stronger recurring delivery story.
Onboarding path
The partner application process is intentionally simple.
The objective is to get to commercial alignment and delivery fit without burying your firm in unnecessary steps.
Share your firm profile and client fit
We review the sectors you serve, your rollout model, and the commercial path that makes sense.
Align on enablement and delivery support
Partner terms, onboarding support, and escalation expectations are confirmed before launch.
Start with a repeatable client motion
Use the product, program guidance, and support channels to build a cleaner advisory offer for your clients.
Who should apply
Ideal partner profile
- Accounting firms and tax consultancies serving SMB or mid-market clients.
- ERP implementers and outsourced finance teams building repeatable compliance workflows.
- Advisors who want a clearer route from business demo to rollout and ongoing client support.
- Teams ready to follow data handling, brand, and escalation standards.
Enablement after approval
Assets and support included
- Partner onboarding playbook
- Sales discovery and objection-handling prompts
- Demo and rollout support guidance
- Escalation path into product and support teams
Partner FAQs
Common questions before firms formalize the relationship.
Who is the partner program designed for?
The strongest fit is accounting, advisory, ERP implementation, and outsourced finance teams that already guide clients through compliance-sensitive work.
Do partners need to deliver technical implementation alone?
No. The model is designed to support both commercial-only referral partners and firms that want to stay involved in rollout delivery.
Can one partner support multiple businesses?
Yes. The program is intended for firms that need a repeatable way to work across several client entities.
No matching questions
Try another keyword or contact the team directly.
Apply when you are ready to formalize the partner motion.
If you are still qualifying the fit, speak with the partnerships team first. If you are ready, move directly into the application flow.