AgentBook
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

  1. Open the applicationGo to /sales-rep/apply from your dashboard.
  2. Complete the 5-step signupFit → your country → benefits & responsibilities → tax notice → review & sign. It doubles as your partner agreement.
  3. Get approvedOur team reviews and emails you. (If it’s not a fit yet, you can re-apply after 90 days.)
  4. 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

  1. 20% commission, recurringYou earn 20% of what each referred customer pays — every quarter, for as long as their subscription stays active.
  2. 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).
  3. 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.

Apply at /sales-rep/apply, sign, connect payouts, then share AgentBook. Every business that sticks pays you 20% — quarter after quarter.
← All guides