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Advisor Program

April 27, 2016

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Become an Advisor

Generate steady cash flow for your firm!

Accountants and Bookkeepers can earn revenue by referring small business customers to Patriot Software.

Advisors

Earn up to 10% of referral spending

Certified Advisors

Receive discounted pricing on our software Learn More

First:

  • You apply to our Advisor program. It’s free.
  • We review your application.
  • Upon Acceptance into our Advisor Program, receive your Advisor Badge embedded with your unique Invitation Link.

Make Referrals:

  • To generate referrals, simply put the Badge on your website. (Content wording for your website is also provided.)
  • Visitors to your website who click these Badges, will be your Referrals.
  • Advisor

Who Does What?

  • Payroll Customers: Patriot offers to set up these visitors’ payroll; guaranteed to be accurate.
  • Accounting Customers: Patriot will offer free setup help to these new customers.
  • Patriot will provide ongoing help and support to these customers.
  • You earn up to a 10% perpetual royalty on the fees these customers pay to Patriot Software for using any of our products or services.
You make the referrals, and we'll keep them happy!

Become a Certified Advisor

As a Certified Advisor, you can save your time and money by using our software to manage your clients’ accounting and/or payroll functions. You will have special discounted pricing for our software.

Learn More

Advisor Program

April 27, 2016

treehouseadmin