Accountant & bookkeeper partner program
Refer once. Earn for 12 months.
The OneBookPlus Accountant Partner Program will pay 20% recurring commission for 12 months on every Australian SMB client you refer. Read-only advisor seats. Tier perks for active practices. The referral program is launching soon, read the terms below, then register your interest and we'll confirm your rate in writing when it goes live.
Approved partners get listed publicly. Browse the accountant directory.
Program terms
The numbers, up-front.
No fine-print games, here are the commercial terms before you fill in anything. They are the terms the referral program will open on, not terms running today.
Recurring commission
20%
Of net client revenue for the first 12 months.
Attribution window
90 days
Referral cookie + partner code stick for this long after the first touch.
Payout cadence
Monthly
Direct deposit (AUD, Australian bank account). Minimum A$50.
Lock-in window
3 months
Commission claws back only if the client churns and we refund inside this window.
Planned tier structure
The more clients you refer, the more we put behind you.
These are the terms we intend to open with, published now so you can judge them before you apply. The referral program is not live yet, so nothing is being earned or paid against them today. Tier will be recalculated every quarter on the count of active, paying referred clients, and we confirm your rate in writing before your first referral is credited.
Bronze
3+ active clients
Commission 20% for 12 months
- Free advisor seat
- Partner directory listing
- Co-branded one-pager template
Silver
10+ active clients
Commission 25% for 12 months
- Everything in Bronze
- A standing quarterly call with the founder
- Your practice named on the comparison pages we send your clients
- Say in what gets built for accountants next
Gold
25+ active clients
Commission 30% for 12 months
- Everything in Silver
- Featured placement in the partner directory
- We write and co-brand a campaign you can send to your own client list
- Early access to roadmap features
- Your feature requests go straight to the founder
FAQ
Common questions from accountants.
How do I refer a client?
Apply, get approved, and you'll receive a personalised referral link plus a partner code. Share either with the client; when they sign up via your link (or enter your code during onboarding) the referral is attributed for 90 days. You can also onboard the client yourself from the advisor dashboard, referrals attributed that way are automatic.
When do I get paid?
Once the referral program is live, commission will be paid monthly, in arrears, via Direct deposit (AUD, Australian bank account). The minimum payout threshold is A$50; balances below the threshold roll to the next cycle. Commission accrues from the first paid subscription month and continues for 12 months per client.
What if a client churns within the 3-month lock-in window?
Commission is only paid on cash collected. If a client cancels or charges back within the first 3 months and we refund their fees, the corresponding commission is reversed from your next payout. After the lock-in window passes, commission already paid is yours, no clawback.
Can I get co-branded marketing materials?
Yes. Bronze partners get a co-branded one-pager template; Silver and Gold partners get full co-marketing support including joint webinars, blog co-publishing, and (Gold only) a co-marketing budget. See the resources section below.
Do I need to be a TPB-registered tax or BAS agent?
No, accountants, bookkeepers, BAS agents, and tax agents are all welcome. You'll need a valid Australian ABN and we'll verify your practice details during approval.
Does the client need to be on a paid plan for me to earn commission?
Yes. Free-plan clients don't generate commission, but they often upgrade as their business grows, and any future paid subscription attributes back to you while the attribution window is active.
Partner resources
What we can give you to talk to a client today.
The partner collateral is still being written. What exists right now is the live demo and the Xero comparison, both linked below.
- Logo pack (SVG + PNG)Coming soon
- One-pager PDF for client meetingsComing soon
- Demo environment / sandbox linkComing soon
- BAS workflow walkthrough videoComing soon
- Co-branded email templatesComing soon
None of these are written yet, which is why every one of them says so. Right now you can walk a client through the live OneBookPlus demo and send them the Xero comparison.
Apply
Tell us about your practice.
Approvals usually run within one business day. We verify your ABN and TPB registration where relevant.
See the product first
The accountant overview walks through the advisor role, BAS summary, and tax-agent dashboard.
See OneBookPlus for accountantsReviewed by Bishal Shrestha