On February 6th, 2024, Relay announced a new and improved Partner Program for accountants and bookkeepers – one that invests in you as much as you invest in Relay when you onboard a client to our platform. With our new Partner Program, you can earn meaningful cash rewards as an advisor, more partner perks, an Advisor Directory to help you find more clients who already bank with Relay, and sponsorship opportunities through our Ambassador Program – all geared towards accelerating your firm’s growth and longevity. Learn more about our Partner Program here.
What types of businesses are eligible to refer?
You can refer any U.S.-registered and -operated business to join Relay, and we would be happy to review their application once it's been submitted.
For more information on account eligibility and our sign-up requirements, please refer to the Getting Started section of our Support Centre. This will outline in more detail which businesses can successfully sign up for Relay!
Can I refer my own business to my firm account?
You can add your own business to Relay, however, it will not be eligible for Partner Program rewards or count towards your Partner progression.
Can I refer other accounting firms to the partner program?
You can refer other accounting firms to Relay, however, those referrals will not be eligible for Partner Program rewards.
How do I invite my clients?
You can invite your clients to Relay in two different ways:
- Click Add Client via your firm's Partner Portal once you've signed into Relay.
- Share your referral link with your clients.
One of my clients signed up on their own, without my referral. Can I still get a bonus?
If one of your clients signed up without you sending an invite or using your referral link, connect with your Account Manager to make sure you are still credited with the referral within 60 days of the client signing up.
If I onboard a new business that already uses Relay, will I be eligible for the referral bonus?
No, Partner Program rewards are only earned through businesses that are new to Relay.