Accounting firms · Business referrers

Your recommendation.
Our support.

You know your clients’ needs. SCALERP presents the solution, helps them get started and provides follow-up. Your role is clear from the first conversation.

One recommendation. Clear responsibilities.
You

Advice and introductions

Your client

The decision and their documents

SCALERP

Demonstration, onboarding and follow-up

SCALERP

Affiliate program

Sign in with an active account to review the terms and apply. Once SCALERP approves your application, your affiliate area lets you track referrals and eligible commissions.

Recommend a tool.
Keep your advisory role.

A real need, a visible answer

Invoicing, purchases, receipts, inventory: start with your client’s challenges and assess the solution in a demonstration.

A contact for getting started

SCALERP handles the demonstration, onboarding and follow-up. You do not become your clients’ technical support.

A framework before referrals

Client suitability, support and programme terms are discussed at the partner meeting.

From a recommendation
to a supported client.

  1. 01

    Referral

    Identify a need and introduce your client to SCALERP with their consent.

  2. 02

    Demonstration

    SCALERP presents relevant workflows and helps the client choose a plan.

  3. 03

    Onboarding

    SCALERP supports setup and getting started.

  4. 04

    Follow-up

    SCALERP remains the client’s contact for support.

For accounting firms

Your client’s documents.
A dedicated accountant space.

Explore the free accountant workspace in a demonstration: businesses that invite you, their documents and your exports in a dedicated workflow.

Request an accountant workspace demo
Business → Documents → Accountant
  • View finalised invoices, purchases and expenses
  • Available supporting documents and CSV exports
  • Access granted and revocable by the business

The right questions,
before a recommendation.

Who supports my client?

SCALERP handles the demonstration, onboarding and follow-up. Your partner role focuses on advice and introductions.

Who grants the accountant access?

In the accountant workflow shown in the demonstration, the business invites its accountant and can revoke access. The accountant only views businesses that authorised them; this does not grant ERP administrator rights.

How can documents be retrieved?

The accountant workflow provides CSV document exports and individual downloads of available supporting files. Check the export contents against your needs during the demonstration.

Who can receive commissions?

Commissions apply to eligible profiles under programme terms and after approval. The framework is agreed before partnership activation.

A partnership that may also earn commission

Client service first.
Commission terms next.

Accounting firm or referrer: let’s discuss your profile, your clients and your referral approach. Commission terms are presented to eligible profiles.

Let’s talk about your clients.

Tell us about your business and the needs you encounter. SCALERP will respond to arrange a meeting.

Apply to the program sales@scalerp.com