Become a DiligenceOS partner
Referral, white-label, and alliance partnerships for CPA firms, advisors, and platforms - recurring revenue share, SOC 2-grade delivery, and a named partner manager.
Three ways to partner
Pick the model that fits how you work - move between them as you grow.
Referral partner
Introduce clients who need bookkeeping, payroll, or tax preparation and earn a recurring revenue share for the life of the engagement. Ideal for advisors, bankers, and consultants.
White-label partner
CPA and bookkeeping firms: deliver our production capacity under your brand. You own the client relationship and review; we do the work to your standards, overnight.
Alliance partner
Software platforms, payroll providers, and industry associations: build a joint offer that gives your users accounting muscle and gives our clients your tools.
What partners get
Recurring revenue share
Paid monthly, for as long as referred clients stay - and our clients stay (98% retention).
A named partner manager
One senior contact who knows your clients, your standards, and your pipeline.
SOC 2-grade delivery
Your brand is safe on our work: SOC 2 Type II compliance, encryption, and senior review on everything.
Fast onboarding
Partner agreement to first delivered engagement in under two weeks.
Frequently asked questions
How does the referral commission work?
You receive a recurring share of revenue for every client you refer, for as long as they stay with us. There are no caps and no minimum referral volume.
Can my firm white-label DiligenceOS?
Yes. White-label partners deliver our bookkeeping, payroll, and tax preparation under their own brand. Your clients see your firm; we do the production work to your review standards.
Is there a cost to join the partner programme?
No. Joining is free. We earn when you earn - the programme is designed for CPA firms, advisors, and platforms that want a reliable delivery partner, not another subscription.
Let's build a partnership
A 30-minute call to understand your clients and scope the right model - referral, white-label, or alliance.