The Partner Program
We help companies and individuals who need tax, legal, accounting and HR services. We do this by matching clients that have requested services, with trusted providers that offer those services.
As a member of the Partner Program, you get introductions to clients that are looking for the specific services you offer.
Eligibility criteria
We work with partners of all sizes and types, from global firms to independent local experts. The key criteria are that you are a trusted provider and expert.
It's free to sign up and there are no initial subscription fees.
Sign up subject to verification and onboarding.
The benefits
Get client introductions and opportunities to grow your business.
Also, have a client looking for a service you don’t provide? Have them find a provider with us and you’ll benefit through our partner sharing program. It’s a win-win for you and your client, who gets connected with a trusted provider.
Track and manage your services
Join our Partner Program and access our case management software for tracking and managing services.
It makes interacting with your client and managing your cases easier, with tools and workflows for all types of tax, legal, accounting and HR issues.
Become a Partner Provider
Interested in joining our Partner Program?
Start the sign-up process now.
Want to know more?
To get more information about our Partner Program, contact us for a chat or to get a demo.