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Accountants referral program
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You will get $500 for each new successful referral!
The Melio Accountants Referral Program uses the PartnerStack platform. All payments are made via PartnerStack. For more information on receiving your payments please read this Article.
1. Sign up for the program to get a personal referral link.
2. Refer other accounting pros to Melio using a personal referral link.
3. Your referral signs up to Melio and adds their first client.
4. The client completes their first payment.
5. You get $500 from Melio.
The Accountant Referral Program is for referring accountants and bookkeepers. Your referrals need to sign up to Melio as an accounting firm.
After you sign up for the program, you will get a welcome email with your personal referral link, and access to your dashboard, where you can always grab your link.
Of course! You may promote Melio’s solution organically through online assets (e.g. website, forum, blog) and personal social media profiles. However, Promoting Melio through paid advertising is not permitted. This includes Facebook, Google, YouTube, Twitter, LinkedIn, Quora and Taboola. Coupon promotions of any kind are also prohibited.
Once you join the program, you’ll have access to your personalized dashboard, where you will be able to track the status of all your referrals and awards.
For questions about the payout amount (or any other questions about the referral program), you can either reply to any of the referral program emails you received from Melio, or open the drop-down menu on the top-right corner of your PartnerStack dashboard (next to your user name), and click on “Contact Melio”.
All referrals must sign up through the referral link. To ensure your referral counts and you get the reward, please make certain they use your personal link.
The link is in effect for 90 days from the date it has been clicked on. These conditions need to be met within the 90 days time limit:
- Your referee doesn’t have an existing account.
- Your referee signs up as an accountant firm when joining Melio.
- They add their first client and send their first payment within 90 days of joining via your link.
The link is in effect for 90 days from the date it has been clicked on. For the referral to count as successful, all conditions (including the first payment) need to be met within the 90 days time limit.
PartnerStack (which is the platform Melio uses for the referral program) issues tax forms through its payout providers (Stripe and Paypal). For more information on getting your 1099, please read this article.
Only new users (who do not have a prior Melio account) will count as a successful referral. If your colleague already has a Melio account, you will not be entitled for a reward.
No. Sending the link will qualify as a referral only if the accountant you send the link to is from a different firm. You will not be entitled to a reward for any members of your own firm joining Melio.