Rewards on every activation
Earn partner credit when a referred client signs up and processes their first payment. No payments practice to build and no extra support load for your team.
Invite-only partner program
iWallet for accounting firms.
Refer business owners and decision makers you already work with to iWallet. Your firm earns credit for every activation, from one portal.
Schedule a call
For CPA firms and bookkeeping teams.
- Referral links by segment
- Real-time activation tracking
- Bronze, Silver, and Gold tiers
Why partner with iWallet?
Turn trusted client advice into referral credit.
Your firm already guides clients on cash flow, tax, and operations. The iWallet partner program lets you recommend field payments to business owners and decision makers you already work with and get credit every time a client activates.
Help clients get paid in the field
Point clients to Tap to Pay and mobile check deposit during tax season, monthly close, or advisory work, when they already look to you for operational guidance.
Stand apart from other firms
Most CPAs never recommend field payments. You can, with a product built for the business owners and decision makers already on your client list.
One dashboard for your whole book
Track signups, activations, and tier progress in one place. Use separate referral codes by office, vertical, or client segment.
Fits busy season rhythms
Share your link when the conversation is natural. Attribution and tier updates run in the background without quarterly reconciliation.
Clear referral attribution
Every signup and activation links back to your firm automatically, so there is no guesswork about who referred whom.
How it works
Three steps, one minute.
Get approved, receive referral codes for your practice, and start sharing iWallet during the client conversations you already have.
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Apply to the partner program
Schedule a call, get approved, and receive referral codes for your firm by vertical, office, or client segment.
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Share your referral link
Recommend iWallet during advisory calls, onboarding, or when you notice outdated payment workflows in the field.
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Get credit when they go live
A client counts as an active referral once they sign up through your link and process their first payment.
Recommend iWallet to your clients.
Invite-only access for CPA firms and bookkeeping practices. Schedule a call to get referral codes and your firm dashboard.
Schedule a call