What is the Forwardly Partner Program and how does it work?

The Forwardly Partner Program rewards accountants, bookkeepers, financial advisors, and industry professionals who refer businesses to Forwardly. Partners earn cash rewards for every business they refer that becomes active on the Forwardly platform and meets our activity criteria. By getting Forwardly Certified, partners can earn additional rewards for referred businesses. 

What are the differences between Forwardly Partner levels?

How do Forwardly Partner Program referral rewards work?

Forwardly offers two tiers of referral rewards. The base tier only offers a reward once a referred business has hit a minimum activity threshold. Certified Partners on our enhanced reward tier additionally get rewarded whenever a US business they refer signs up and gets verified, offering more opportunities to earn. 

Referral tracking and payouts are handled by Forwardly automatically once a referred business qualifies.

Forwardly Referral Partner (base tier)

• Verify your business or firm on Forwardly. 
• Share your referral link with other US-based businesses.
• When a referred business becomes active and meets our Required Activity Threshold for the first time, you earn $100.

Forwardly Certified Partner (enhanced tier)

• Includes the same base-tier rewards. 
• Earn a Forwardly Certified Partner badge and public credential.
• For each Verified Business referred after certification, you earn $15. 

What milestones must be met for a referred business to qualify for a reward? 

When a business is referred to Forwardly through a partner's unique Referral Partner link, Forwardly offers two tiers of rewards:

Verified Business Reward

A Verified Business reward is earned when a referred user adds a US business, which also:

• Successfully submits required ownership and beneficial owner information
• Completes Forwardly’s business verification
• Passes identity verification for required owners or controllers

Verified Business rewards are only paid out to Forwardly Certified Partners.

Required Activity Threshold

A Required Activity Threshold reward is earned the first time a referred business sends or receives at least $200 in payments from another business on Forwardly. Transactions involving the Partner's own company do not qualify toward payout thresholds. This includes payments to and from the Partner's own business or any business under their ownership or control. 

Required Activity Threshold rewards are only paid out to Forwardly Partners (and above tiers) who have verified their business or firm on Forwardly.