Send your link
Paste it into your month-end email, or use the one we send you. Your clients start with 7 days free.
Partner program for bookkeepers and CPAs
Get every client’s folder back in order, before month-end.
Send clients one link. They drop their receipts, invoices, bank statements and scans; Aisance sorts them by type and month, names every file and builds an Excel index. You get a folder you can work with, and 20% of what they pay for 12 months.
20% for 12 months per client Private workspace for each client
HOW IT WORKS
One link instead of chasing receipts.
Your clients keep sending documents the way they always do, just all at once and already sorted.
Your client drops the folder
Receipts, invoices, bank statements, scans and phone photos, all at once. Scans holding several documents are split.
You get it in order
Folders by type and month, every file named by date, company, document and amount, and an Excel index to tick off.
YOUR 20%
Paid monthly, for a year of each client.
A client on the monthly plan pays $39 a month after the free week. Here is what that is worth to you.
- Per client, per month
- $7.80
- Per client, first 12 months
- $93.60
- 20 clients, first 12 months
- $1,872
Based on the $39 monthly plan; you earn 20% of what each client actually pays, less refunds. Statements and payouts by email once a month.
QUESTIONS
Before you send the first link.
What does my client pay?
7 days free, then $39 a month. They can cancel any time from their workspace.
How is my 20% worked out and paid?
Every client who starts a plan through your link is yours for 12 months: you earn 20% of what they pay in that time, less refunds. Once a month we email you a statement of your clients and the amount, then pay it out.
Do I see my clients’ documents?
No. Each client has a private workspace. They download the sorted folder and its Excel index and send them to you, the way they send documents today.
Is there a partner login?
Not yet. Your link, statements and payouts come by email, and you can reply to any of them with questions.
Your link arrives by email in a minute.
Name, email and firm. No password, nothing to install.
Become a partner