Partner Program
Apply for and manage partner firm status. Partners are accounting firms or bookkeeping practitioners that manage multiple client entities with volume-based discounts and consolidated billing.
Apply for Partner Program
The applying entity must already exist. The requesting user must be an ADMIN of that entity.
POST /api/partner/applyRequest body
| Field | Type | Required | Description |
|---|---|---|---|
entityId | string | Yes | Entity ID to register as a partner firm |
contactEmail | string | No | Contact email for partner communications |
Response
{
"partnerFirm": {
"id": "pf_abc123",
"entityId": "ent_xyz",
"partnerTier": "standard",
"volumeDiscountRate": 0.20,
"managedEntityCount": 0,
"isActive": true,
"onboardedAt": "2026-03-04T00:00:00Z"
}
}Get Partner Status
GET /api/partner/apply?entityId={entityId}Returns the partner firm record for the given entity, or null if the entity is not a partner.
Query parameters
| Field | Type | Required | Description |
|---|---|---|---|
entityId | string | Yes | Entity ID to check |