CPA Partner Program

Grow your practice and serve your clients better

Join the ProcureDesk partner program and give your clients a procurement system that actually works - while earning revenue share and offloading implementation entirely to us.

THE PROBLEM

Why recommending procurement software is harder than it should be

You become the implementation manager

When you bring in a new system, your team ends up running the project. Chasing vendors, training users, fielding complaints — it's hours you're not billing for and attention pulled from your core work.

Features suddenly cost extra

You recommend a platform, your client signs up, and then the pricing changes. Features that were included now cost extra. Add-ons multiply. Your credibility takes the hit when clients feel misled.

Too many client logins

Managing five clients across five separate logins is a daily frustration. Notifications pile up, context-switching slows you down, and tracking what's happening where becomes its own job.

PARTNER BENEFITS

Everything You Need to Succeed as a Partner

From recurring revenue to dedicated support, we provide the tools, resources, and implementation help to grow your client relationships with confidence.

Revenue Share on Every Referral

Earn recurring revenue for every client you bring to ProcureDesk.

We Handle Implementation

Our team manages onboarding end-to-end at no additional cost to you or your client.

Free Punch-Out Catalogs

Every client account includes punch-out catalog access. No add-on fees, ever.

Partner Dashboard

Manage all your client accounts from one centralized login.

Co-Branded Sales Resources

Ready-to-use materials to recommend ProcureDesk with confidence.

Real Humans, Real Support

Your clients get direct access to our team — not a chatbot or a help center article.

THE SOLUTION

How ProcureDesk makes you look great to every client

We built the ProcureDesk Partner Program for firms like yours: accounting, fractional CFO, and controller practices that want a procurement recommendation they can stand behind, without taking on the operational burden.

We own implementation, start to finish

When you bring a client to ProcureDesk, our team takes over immediately. We ask the right questions, configure the system, train the users, and drive the project forward — so you don't have to.

If follow-up stalls, we chase it. If configuration gets complex, we handle it. Our implementation team acts as the project manager so you can stay focused on delivering your core advisory and accounting services.

This is white-glove onboarding at no additional cost to you or your client, on every single account.

We own implementation

Revenue share on every client you refer

Every client you bring to ProcureDesk generates recurring revenue share for your firm. There's no cap, no complicated tiers — just straightforward compensation for the value you create.

As your client roster grows, so does your ProcureDesk revenue. Whether you manage three clients or thirty, the program scales with your practice.

This isn't a one-time referral bonus. It's a recurring revenue stream built on relationships you're already managing.

Revenue share

A centralized partner dashboard

Manage every client account from a single login. The ProcureDesk Partner Dashboard gives you full visibility across your entire client base without juggling separate credentials or switching between accounts.

See client status, track activity, and stay informed — all in one place. No more logging in and out. No more missed notifications buried in the wrong inbox.

The partner dashboard is live today and built specifically for multi-client advisory firms.

Partner dashboard

Free punch-out catalogs for every client

Every ProcureDesk account includes punch-out catalog integration at no additional cost. Your clients can connect directly to Amazon Business, Grainger, Office Depot, and other major suppliers — without paying per-catalog fees.

Other platforms charge hundreds or thousands of dollars for punch-out access. We include it as standard. That means more value for your clients and a stronger recommendation from you.

When you're comparing platforms for a cost-conscious startup client, this difference matters.

Punch-out catalogs

Co-branded sales resources

We give you the materials you need to recommend ProcureDesk confidently — without building anything from scratch. Co-branded one-pagers, comparison guides, and client-facing decks are available through the partner portal.

Whether you're presenting to a founder who's never used a PO system or a CFO evaluating multiple platforms, we've got the collateral to support your conversation.

Our team is also available to join client calls when you need backup. You're never selling alone.

Co-branded sales resources

Customer support your clients will actually notice

When your clients have questions, they reach a real person who knows the product. Not a help center bot. Not an AI-generated FAQ. A trained support specialist who can answer their specific question.

This is increasingly rare in SaaS. And your clients will notice — especially if they've come from platforms where "support" means searching a knowledge base and hoping for the best.

Great support reflects well on your recommendation. That's why we treat it as a core part of the program, not an upsell.

Customer support
HOW IT WORKS

From your first referral to recurring revenue in four steps

01

Join the Program

Apply for the ProcureDesk Partner Program and get access to your partner dashboard, co-branded materials, and your dedicated partnership contact. Setup takes less than a day.

02

Recommend ProcureDesk to a Client

When a client is ready for a procurement system, introduce them to ProcureDesk. We'll support you with a demo, client-facing materials, or a joint call whatever makes the recommendation easiest.

03

We Handle the Entire Onboarding

Our implementation team takes over immediately. We configure the system, train users, and manage the project from kickoff to go-live. You stay visible; we do the heavy lifting.

04

Earn Recurring Revenue Share

Once your client is live, your revenue share begins and continues for the life of the account. As you bring more clients onto ProcureDesk, your recurring revenue compounds.

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100%

Onboarding managed by our team

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$0

Additional cost for punch-out catalogs

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Recurring

Revenue share on every client account

FAQ

Common questions about CPA partner program

You earn a recurring percentage of the subscription fee for every client you refer to ProcureDesk. There's no cap and no complicated tiers — as long as your client is on the platform, you keep earning. The exact percentage is shared during your partnership call.

ProcureDesk handles implementation end-to-end at no additional cost to you or your client. We configure the system, set up integrations, train users, and drive the project forward. You stay involved at the level you choose—we handle the operational heavy lifting.

Most clients are fully operational within 2–3 weeks. The timeline depends on accounting system complexity and how quickly the client can provide access and data, but our implementation team is designed to move fast.

Our implementation team handles complex configurations regularly, including multi-entity setups and custom approval workflows. We'll scope everything upfront and flag anything requiring discussion before you recommend it.

ProcureDesk integrates with Bill.com, QuickBooks Online, QuickBooks Enterprise, Sage Intacct, NetSuite, and Microsoft Dynamics 365 Business Central. Approved invoices sync automatically with GL codes and documentation.

Yes. 3-way matching (purchase order, receipt, and invoice) is a core feature and a key reason mid-market companies choose ProcureDesk over AP-only tools.

The ideal fit is mid-market companies with 50–1,000 employees that are outgrowing spreadsheets and email-based purchasing processes.

Very small businesses (under 20 employees) or companies with minimal purchasing activity are not strong fits.

Yes. ProcureDesk is a full procure-to-pay platform, providing purchase requisitions, purchase orders, 3-way matching, and invoice automation in one system.

Yes. ProcureDesk is SOC 2 certified, which is important for companies in regulated industries like healthcare, biotech, and financial services.

Yes. ProcureDesk enhances CAS and fractional CFO services by providing spend visibility, budget control, and AP automation—helping you deliver more strategic value to clients.