Refer overflow clients. Earn 20% revenue share.
For UK accountancy firms with more inbound enquiries than capacity. Send the ones you can't take on, we'll handle them — and pay you 20% of every fee they pay us, every year, for as long as they stay.
Built for working accountants
20% recurring revenue share
For every client you refer, we pay 20% of their billed fees back to you. Paid quarterly via bank transfer. No caps, no minimums.
White-label option
Refer under your firm name (we sub-contract on your engagement letter), or hand off entirely (the client signs ours). Your call.
Quick onboarding
30-minute video call to align on quality, file standards, your fee floor. We sign a written referral agreement. You start sending clients the same week.
No conflicts
We won't poach. Written non-solicitation. Your client stays your client — we only handle what you refer.
Quality you'd sign off
ICAEW member firm, every return reviewed and signed off by an ACCA/ACA/AAT-qualified accountant. Same standard you'd apply yourself.
Transparent pricing
You see what we quote each client. Fixed fees, published à la carte rates. Nothing hidden, no surprise upsells to your clients.
Four steps
Apply
15-minute application — your firm details, the kind of clients you'd refer, your white-label preference.
Sign
Mutual referral agreement (we'll send a draft) and 30-min onboarding call. Free.
Refer
Send clients via a unique referral link or email intro. We quote them within 1 hour during business hours.
Earn
20% of every fee billed, paid quarterly. Reporting dashboard shows what's been billed and when.
Firms we work best with
- High-street accountancy firms with overflow Self Assessment work in January
- Boutique tax advisers who don't want to take on Ltd company compliance
- Solicitors and IFAs whose clients need a tax accountant for filings
- Larger firms with clients below their minimum fee threshold
- Accountancy firms exiting / consolidating who need a soft-landing for clients
Ready to talk?
30-minute Zoom, no commitment. We'll cover the agreement, fee structure, and a live walk-through of how a referral works.