Partners

Refer bookkeeping firms with real workflow pain. Earn on the first year.

PactTailor partners earn a clean 20% commission on first-year subscription revenue from net-new paid workspaces they refer. The program is designed for bookkeeping educators, accounting-ops consultants, implementation partners, and community hosts who can clearly explain proposal → paid → kickoff continuity.

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Commission

20% of first-year subscription revenue

Earn 20% on subscription revenue collected during the first 12 months of each new referred workspace that activates a paid PactTailor plan.

Cookie window

90 days

Referral attribution stays active for 90 days from the first qualifying click, giving partners time to share, educate, and close thoughtfully.

Payout schedule

Monthly, by the 15th

Approved commissions are reviewed at month end and paid by the 15th of the following month after the standard refund and chargeback hold clears.

Best-fit partners

Educators and community hosts

Best for bookkeeping educators, podcast hosts, and community leaders who teach better systems to small firms.

Best-fit partners

Ops consultants and implementers

A fit for advisors who help firms replace PDF + spreadsheet handoffs with cleaner client onboarding and billing operations.

Best-fit partners

Ecosystem operators

Strong match for consultants and operators working around QuickBooks, Xero, Woodard-style communities, and firm-growth programs.

Program rules

Clear terms. No fuzzy math.

Only net-new paid workspaces qualify for commission.
Self-referrals, coupon sites, and misleading claims are excluded.
Commission applies to the first paid year only, not renewals after month 12.
Payouts are issued after funds clear and any refunds or chargebacks are resolved.

How it works

Share, track, and get paid.

1. Share your partner link with bookkeeping firms that need cleaner proposal-to-payment operations.
2. PactTailor tracks the referral during the 90-day cookie window.
3. When the referred workspace activates a paid plan, the first-year commission starts accruing.
4. Approved payouts land monthly by the 15th.

Media kit

Download logos, screenshots, and launch messaging.

Use these files in directories, newsletters, partner spotlights, and launch notes. Keep the geometry crisp, preserve the color fields, and do not distort the mark.

Download .zip bundle Download messaging

Logo pack