Partner
Partner Program
Apply for and manage partner firm status. Partners are accounting firms or bookkeeping practitioners that manage multiple client entities on prepaid platform credits, with optional consolidated billing across client entities in the firm tenant.
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 |