Your Clients Need Solutions. Your Firm Should Benefit Too.
Earn More From the Clients You Already Have.
We built this program for CPAs who want to add value, not become software salespeople. You spot the need. We handle everything else.
No Cold Selling
You identify the opportunity. We handle demonstrations, objections, negotiations, and closing. Your role remains what it should be: trusted advisor.
Zero Implementation Work
Our engineering team manages deployment, data migration, system configuration, and onboarding. Your involvement ends with the introduction.
Full Client Visibility
Access a dedicated partner dashboard showing client activity and adoption, allowing you to deliver more informed, data-driven advisory services.
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CPA PARTNERSHIP PROGRAM
Your Construction Clients Already Trust You.
Now Give Them the Financial Visibility They've Been Missing.
As an Intersoft CPA Partner, you earn recurring commissions by introducing a platform your clients genuinely need, and gain direct access to the operational data that makes your advisory services more valuable.
40+ Years Supporting Construction Firms
Real-Time Client Visibility
5 Complimentary Partner Licenses
Dedicated Construction ERP Specialists
CPA PARTNERSHIP PROGRAM
Your Construction Clients Already Trust You.
Now Give Them the Financial Visibility They've Been Missing.
As an Intersoft CPA Partner, you earn recurring commissions by introducing a platform your clients genuinely need, and gain direct access to the operational data that makes your advisory services more valuable.
CPA PARTNERSHIP PROGRAM
Your Construction Clients Already Trust You.
Now Give Them the Financial Visibility They've Been Missing.
As an Intersoft CPA Partner, you earn recurring commissions by introducing a platform your clients genuinely need, and gain direct access to the operational data that makes your advisory services more valuable.
CPA PARTNERSHIP PROGRAM
Your Construction Clients Already Trust You.
Now Give Them the Financial Visibility They've Been Missing.
As an Intersoft CPA Partner, you earn recurring commissions by introducing a platform your clients genuinely need, and gain direct access to the operational data that makes your advisory services more valuable.
40+ Years Supporting Construction Firms
Real-Time Client Visibility
5 Complimentary Partner Licenses
Dedicated Construction ERP Specialists
A Referral Program Built to Reward Growth
No vague "competitive commissions." Here's exactly what you earn, and how to earn more of it.
Real Money. Transparent Rules.
Quarterly Performance Bonuses
Hit referral milestones each quarter and unlock additional cash bonuses on top of your standard referral fees.
Level 1
$5,000 Bonus
Level 2
$12,000 Bonus
Flat referal fee
Instant $2,500 (and more) referral fee for every qualified business introduction
Scaled Variable fee
Earn upto 15% of the annual contract value for larger enterprise deployments and custom operational systems.
Upfront Licensing Bonuses
Earn upto 15% of the annual contract value for larger enterprise deployments and custom operational systems.
5 Free Seats
Executive CPA benefits: Get 5 full Intersoft Enterprise Seats for your own firm.
You're already in the room. Your clients already trust you. When they need better systems, be the advisor who delivers, and gets paid for it.
Turn Client Conversations Into Revenue
CPA PARTNERSHIP PROGRAM
Challenges
What Your Contractor Clients Aren't Telling You
Hidden financial risks in construction can sink a business completely before the project is finished. Intersoft ERP surfaces the absolute truth.
Change orders are approved in the field but never reflected in budgets.
Equipment costs quietly consume job profitability.
WIP schedules don't match actual field progress.
Retainage worth hundreds of thousands remains uncollected.
A project that should have generated 18% margin closes at 7%.
Trusted for Over 40 Years
Intersoft Isn't a Startup.
Four decades of operational systems for mid-market businesses across North America. When you refer a client to Intersoft, you're referring them to a platform that will still be there in 10 years.
Industries Served
Construction
Manufacturing
Healthcare
Retail & Distribution
40+
Years of Experience
35%
Reduction in manual Reporting
100%
Real-time visibility across all operational silos.
90 days
Average go in-live
WIP REPORTING
WIP Reporting Built for Construction
Manual WIP schedules are obsolete and dangerous. Intersoft automates the heavy lifting of revenue recognition so you can focus on high-level advisory work, keeping contractors compliant and bankers happy.
Automatic Contract Values
Real-time sync of base contracts and approved change orders with direct validation.
Percent Complete Calculation
Continuous calculation based on actual cost incurred vs. estimated cost at completion (EAC).
Earned Revenue Recognition
Instantly visualize billing variances, over-billings, and under-billings across the entire contractor portfolio.
JOB COSTING
Inaccurate Job Costing
Many contractors track labor in one system, materials in another, and subcontractor expenses in spreadsheets.
​
As a result, project managers believe a job is profitable while accounting sees a completely different picture.
​
✓ Labor costs update directly against projects.
✓ Material purchases flow automatically into job costs.
✓ Equipment usage is allocated accurately.
✓ Real-time margin reporting shows profitability as work happens, not months later.
JOB COSTING
Inaccurate Job Costing
Many contractors track labor in one system, materials in another, and subcontractor expenses in spreadsheets.
​
As a result, project managers believe a job is profitable while accounting sees a completely different picture.
​
✓ Labor costs update directly against projects.
✓ Material purchases flow automatically into job costs.
✓ Equipment usage is allocated accurately.
✓ Real-time margin reporting shows profitability as work happens, not months later.
WIP REPORTING
WIP Reporting Built for Construction
Manual WIP schedules are obsolete and dangerous. Intersoft automates the heavy lifting of revenue recognition so you can focus on high-level advisory work, keeping contractors compliant and bankers happy.
Automatic Contract Values
Real-time sync of base contracts and approved change orders with direct validation.
Percent Complete Calculation
Continuous calculation based on actual cost incurred vs. estimated cost at completion (EAC).
Earned Revenue Recognition
Instantly visualize billing variances, over-billings, and under-billings across the entire contractor portfolio.
FREE SEATS
Five Free Seats That Make Advisory Work Easier
Shift from reactive tax preparer to proactive financial strategist with professional tools designed specifically for construction integrity.
Full Remote Review Access
Direct Audit Log Access
Zero Export / Import Failures
CPA VALUE PROPOSITION
Become the Advisor Contractors Call Before Problems Happen
Shift from reactive tax preparer to proactive financial strategist with professional tools designed specifically for construction integrity.
Monitor client job performance as it happens, not months later at year-end tax season.
Real-Time Visibility
Equipment Utilization
Advise on machine lease vs. buy models based on actual direct operating telemetry.
Get smart system flags on potential margin fades before they impact contractor cash flow.
Budget Alerts
Referral Program
A Referral Program Designed for Professional Advisors
We value the integrity of your professional CPA boundaries. Our compensation structures are transparent, robust, and extremely flexible.
Recurring Revenue
Earn a percentage of the software subscription for the life of the client relationship under your management.
Quarterly Growth
Incentive bonuses for achieving partnership tiers and client success milestone counts.
Flexible Structures
Choose between direct commission payouts or routing standard discounts directly to your contractor accounts.
FREE SEATS
Five Free Seats That Make Advisory Work Easier
Shift from reactive tax preparer to proactive financial strategist with professional tools designed specifically for construction integrity.
Full Remote Review Access
Direct Audit Log Access
Zero Export / Import Failures
Referral Program
A Referral Program Designed for Professional Advisors
We value the integrity of your professional CPA boundaries. Our compensation structures are transparent, robust, and extremely flexible.
Recurring Revenue
Earn a percentage of the software subscription for the life of the client relationship under your management.
Quarterly Growth
Incentive bonuses for achieving partnership tiers and client success milestone counts.
Flexible Structures
Choose between direct commission payouts or routing standard discounts directly to your contractor accounts.
Challenges
What Your Contractor Clients Aren't Telling You
Hidden financial risks in construction can sink a business completely before the project is finished. Intersoft ERP surfaces the absolute truth.
A project that should have generated 18% margin closes at 7%.
WIP schedules don't match actual field progress.
Retainage worth hundreds of thousands remains uncollected.
Equipment costs quietly consume job profitability.
Change orders are approved in the field but never reflected in budgets.
How the Partnership Works
From the moment you make an introduction to the moment your payment lands, here's exactly what happens.
Three Steps. Conversation to Compensation.
1
Submit a lead through your Partner Portal or make a warm email introduction. The process takes less than two minutes.
Introduce the Client
1
2
Our specialists manage discovery, demonstrations, solution scoping, implementation, and onboarding. You remain informed without being involved in day-to-day execution.
We Do the Heavy Lifting
Once the contract is signed, your referral fee is processed automatically and deposited within 30 days. No invoices. No paperwork.
Get Paid
3
Start Earning From Strategic Referrals
When Clients Need Answers Beyond Accounting, Be Ready With Solutions.
Join the Intersoft CPA Network. Turn the advice you're already giving into a high-margin revenue channel, with no extra work on your end.
Standard ledger apps handle the numbers, not the operations. When your clients hit a ceiling, you're the first call they make. Give them somewhere better to go.
The Bigger the Business, the Harder It Is to See What's Really Happening.
Your Clients Need More Than Accounting Software
Disconnected Systems
Inventory in one app, payroll in another, and a spreadsheet holding them together. Data falls through the gaps every day.
Disconnected Systems
Inventory in one app, payroll in another, and a spreadsheet holding them together. Data falls through the gaps every day.
Manual Reporting
Finance teams spend days every month exporting, cleaning, and reconciling data in Excel instead of delivering strategic insights.
No Real-Time Visibility
Owners and decision-makers operate without a live view of COGS, margins, or operational costs until it's too late to respond
Compliance Risk
Critical workflows depend on specific individuals rather than standardized processes. One departure or audit can expose major vulnerabilities.
CPA VALUE PROPOSITION
Become the Advisor Contractors Call Before Problems Happen
Shift from reactive tax preparer to proactive financial strategist with professional tools designed specifically for construction integrity.
Monitor client job performance as it happens, not months later at year-end tax season.
Real-Time Visibility
Equipment Utilization
Advise on machine lease vs. buy models based on actual direct operating telemetry.
Get smart system flags on potential margin fades before they impact contractor cash flow.