Guide 04
Earn as an AgentBook partner
Your goal
Turn a tool you already pay for into passive income — earn 20% of every business you refer, for as long as they stay.
~3 min
Who can join
Any member on an active, paid annual plan can apply. (You’re vouching for a product you actually use — so the annual plan is the ticket in.)
How to become a rep
- Open the applicationGo to
/sales-rep/applyfrom your dashboard. - Complete the 5-step signupFit → your country → benefits & responsibilities → tax notice → review & sign. It doubles as your partner agreement.
- Get approvedOur team reviews and emails you. (If it’s not a fit yet, you can re-apply after 90 days.)
- Set up payoutsConnect a Stripe account (a guided, hosted setup) so we can pay you directly. Tax forms — 1099-NEC in the US, T4A in Canada — are collected here.
What you earn
- 20% commission, recurringYou earn 20% of what each referred customer pays — every quarter, for as long as their subscription stays active.
- Get your own plan backEarn back your annual fee: if your commissions in the first 90 active days cover it, your annual fee is refunded (one time).
- Paid quarterly, to your accountCommissions land in your connected Stripe account on a quarterly schedule.
What the people you refer get
A tool that runs their books, taxes, and cash flow from a chat box — the same thing that won you over. You’re not selling them a discount; you’re handing them hours back every week.
Just want to refer a friend, not become a rep?
Use your referral link in Settings — you get 1 free month per paying friend, up to 12 months a year. No application needed.
✓
← All guidesApply at
/sales-rep/apply, sign, connect payouts, then share AgentBook. Every business that sticks pays you 20% — quarter after quarter.