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 the platform. With our new Partner Program, you can earn meaningful cash rewards for advisors, 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.
How do I know what tier my firm is in?
All firms on Relay will be sent your current tier and badge within the launch email of the new Partner Program.
If you are ever unclear about what tier your firm is in, reach out to your Account Manager.
How is the tier calculated?
You can see the reward tiers here. Your tier is based on the total number of clients referred to Relay since you joined Relay and the Partner Program.
Where can I get my badge?
Your badge should be automatically emailed to you once you reach a new tier. If you are having trouble finding it, connect with your Account Manager.