Partner program for bookkeepers
Partner program for bookkeepers
Bookkeepers in Australia can recommend Cord8, rostering and stock software, to clients who run teams or hold stock, and apply to the partner program. If we approve you, we confirm your referral fee in your partner agreement. You must tell clients you may be paid before you recommend Cord8.
Read the transcript
Mia clocks in on the shared store device. A manager approves a clock correction. Lock the timesheet week. Export the timesheets as a CSV file.
What does Cord8 handle for a client each period?
Hours are recorded.
Record hours worked and submit timesheets for review.
Corrections are checked.
A team member asks for a fix to a clock entry and a manager approves or declines it.
The period is locked and exported.
Lock a timesheet period, then export the timesheets as a CSV file.
Supplier invoices are scanned, then checked.
On the Inventory plan, scan an invoice and Cord8 reads the lines. Check them, fix anything wrong, then save.
Cord8 does not link to accounting software. Cord8 does not pay wages.
How much is the referral fee?
We confirm your referral fee in your partner agreement when we approve you.
What do I have to tell people?
That you may be paid. Say it clearly, before you recommend Cord8, and every time you recommend it.
Before you recommend it. Tell the client first, every time.
If you are a registered BAS agent or tax agent. The same Tax Practitioners Board rules apply as for accountants.
If you are not registered. The Australian Consumer Law still prohibits misleading clients.
Example wording. “I may be paid a referral fee if you become a Cord8 customer.”
We cannot give you professional advice. Check the current wording with the Tax Practitioners Board or your professional body.
Questions from bookkeepers
Can a bookkeeper without an ABN apply?
Yes, you can apply without an ABN. The ABN field is optional, and your partner agreement says when we need one.
How much is the referral fee for bookkeepers?
If we approve you, your partner agreement sets a referral fee on customers you refer who pay for Cord8. It also says how long the fee runs and how it is paid.
Do I have to tell my clients?
Yes, say you may be paid before you recommend Cord8, every time. If you are a registered BAS agent or tax agent, the same Tax Practitioners Board rules apply as for accountants.
Can I bundle Cord8 into my own fees?
No, the partner program is for referrals only. Clients enquire and pay Cord8 directly.
Does Cord8 connect to accounting software?
Cord8 does not link to accounting software. Take the CSV into the system you already use. Cord8 does not pay wages. It records hours and exports timesheets as a CSV file.
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Apply to partner
Tell us who you are and how you would share Cord8.