Accountant Partnership Program Terms

1. Agreement to Partnership Terms

These Accountant Partnership Program Terms ("Partnership Terms") are a supplement to the Expansas Financial Terms of Service and govern your participation in the Expansas Accountant Partnership Program (the "Program"). By enrolling in the Program, you agree to both these Partnership Terms and the general Terms of Service.

2. Eligibility

To participate in the Program, you must:

• Be a licensed accountant, CPA, bookkeeper, or tax professional, or operate a firm providing such services
• Be located in and conducting business in the United States
• Have a valid Expansas Financial account in good standing
• Provide accurate business information during enrollment
• Comply with all applicable professional standards and regulations

We reserve the right to verify your professional credentials and may request documentation.

3. Partner Benefits

3.1 Revenue Share

3.2 Free Account Upgrade

When you have at least one (1) active paying client, your own Expansas account is automatically upgraded to the Starter tier at no cost. This benefit continues as long as you maintain at least one paying client.

3.3 Client Management Dashboard

Access a dedicated partner dashboard to:

• View all client accounts in one place
• Monitor client financial data (with their permission)
• Track your revenue share earnings
• Onboard new clients efficiently
• Access client reports and insights

3.4 AI Chat Add-on

Partners may subscribe to the AI Chat add-on at $30/month, which allows you to query financial data across all your client accounts.

4. Revenue Share Terms

4.1 Qualification

Revenue share is earned for clients who:

• Signed up through your referral link or were added to your client portfolio
• Maintain an active paid subscription (not Free tier)
• Have paid their subscription fees in full
• Have not been flagged for fraud or Terms of Service violations

4.2 Payment Schedule

Revenue share payments are calculated monthly and paid within 30 days of the end of each month. The minimum payout threshold is $25. Amounts below the threshold roll over to the next month.

4.3 Payment Method

Payments are made via ACH bank transfer or PayPal to the account you specify in your partner settings. You are responsible for providing accurate payment information.

4.4 Taxes

Revenue share payments are considered taxable income. If you earn $600 or more in a calendar year, we will issue a 1099-NEC form. You are responsible for all applicable taxes on your earnings.

5. Partner Obligations

As a partner, you agree to:

• Represent Expansas Financial accurately and professionally
• Obtain proper consent from clients before accessing their data
• Maintain client confidentiality and comply with professional ethics rules
• Not make false claims about the Service's capabilities
• Not engage in spam, deceptive marketing, or unauthorized solicitation
• Comply with all applicable laws, including advertising disclosure requirements
• Promptly report any security concerns or suspected fraud

6. Client Data and Privacy

6.1 Client Consent

Before accessing any client's financial data, you must obtain their explicit consent. Clients can grant or revoke your access at any time through their account settings.

6.2 Data Use Restrictions

You may only use client data for:

• Providing accounting, bookkeeping, or tax services to that client
• Generating reports and insights for that client's benefit
• Managing their financial records as part of your professional engagement

You may NOT use client data for marketing, sell client data, or share it with third parties without explicit consent.

6.3 Professional Responsibility

Your professional relationship with your clients is separate from Expansas. We are not a party to your engagement agreements with clients. You remain fully responsible for the quality of your professional services.

7. Referral Program

7.1 Referral Links

You will receive a unique referral link to share with potential clients. Clients who sign up through your link are automatically added to your portfolio.

7.2 Attribution

Referral attribution is based on the referral link used at signup. Attribution is first-touch and permanent - you will continue earning revenue share for that client as long as they remain on a paid plan.

7.3 Self-Referrals

You may not use referral links to sign up your own accounts or accounts you control. Self-referrals will be disqualified and may result in program termination.

8. Marketing and Branding

You may identify yourself as an "Expansas Partner" or "Expansas Certified Partner" in your marketing materials. You must:

• Use our brand assets only as provided in our brand guidelines
• Not modify our logos or create confusingly similar marks
• Clearly disclose your referral relationship where required by law
• Not imply endorsement beyond your partner status

9. Term and Termination

9.1 Term

Your participation in the Program begins upon approval of your application and continues until terminated by either party.

9.2 Termination by You

You may withdraw from the Program at any time by notifying us at [email protected]. You will receive any earned but unpaid revenue share within 60 days.

9.3 Termination by Expansas

We may terminate your participation with 30 days notice, or immediately if you:

• Violate these Partnership Terms or the Terms of Service
• Engage in fraudulent or unethical conduct
• Lose your professional licenses or certifications
• Damage Expansas's reputation or brand

9.4 Effect of Termination

Upon termination: you lose access to the partner dashboard, revenue share payments stop for future periods, and your clients remain Expansas customers but are no longer attributed to you. You must cease using Expansas partner branding.

10. Program Changes

We may modify the Program terms, including revenue share rates, with 60 days advance notice. Material changes will be communicated via email. Your continued participation after changes take effect constitutes acceptance.

11. Limitation of Liability

The limitations of liability in our general Terms of Service apply to the Program. Additionally, we are not liable for:

• Your professional services to clients
• Disputes between you and your clients
• Lost revenue due to client cancellations or program changes
• Actions of other partners in the Program

12. Contact

For questions about the Partnership Program: