Disconnected Systems
Inventory in one app, payroll in another, and a spreadsheet holding them together. Data falls through the gaps every day.
The Bigger the Business, the Harder It Is to See What's Really Happening.
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.
Manual Reporting
Finance teams spend days every month exporting, cleaning, and reconciling data in Excel instead of delivering strategic insights.
Your Clients Need More Than Accounting Software
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.
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
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.
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.
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
$12,500 Bonus
Scaled Variable fee
Earn upto 15% of the annual contract value for larger enterprise deployments and custom operational systems.
Real Money. Transparent Rules.
No vague "competitive commissions." Here's exactly what you earn, and how to earn more of it.
A Referral Program Built to Reward Growth
Upfront Licensing Bonuses
Earn upto 15% of the annual contract value for larger enterprise deployments and custom operational systems.
Flat referal fee
Instant $2,500 (and more) referral fee for every qualified business introduction
​
5 Free Seats
Executive CPA benefits: Get 5 full Intersoft Enterprise Seats for your own firm.
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.
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.
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
Manufacturing
Retail & Distribution
Construction
Healthcare
40+
Years of Experience
35%
Reduction in manual Reporting
100%
Real-time visibility across all operational silos.
90 days
Average go in-live
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.
How the Partnership Works
Three Steps. Conversation to Compensation.
From the moment you make an introduction to the moment your payment lands, here's exactly what happens.
1
2
3
Introduce the Client
We Do the Heavy Lifting
Get Paid
Submit a lead through your Partner Portal or make a warm email introduction. The process takes less than two minutes.
Our specialists manage discovery, demonstrations, solution scoping, implementation, and onboarding. You remain informed without being involved in day-to-day execution.
Once the contract is signed, your referral fee is processed automatically and deposited within 30 days. No invoices. No paperwork.
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
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.
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