Partners
Become a partner
If you already advise clients on HR or payroll, publish a listing and run those clients from Partner Workspace.
Firms can publish a listing. Clients still engage their existing advisor directly if they prefer.
Ways to work together
- Implementation
- Referral conversations
- CA / payroll operations
- HR process design
Questions
- Is there a published commission table?
- Not yet. We agree terms with you directly.
- Do partners see all client data?
- No. Access is only to clients who engage the firm, for the services and staff assigned, and only while that engagement is active.
Write to us from the demo form.
Say you are a partner and how you work with clients.