IST REFERRAL PARTNER PROGRAM
Refer a client. IST handles the sales tax work.
You introduce businesses that need help with sales tax. IST handles the compliance work. You earn after the client pays IST.
For accountants, bookkeepers, fractional CFOs, ERP and accounting implementers, ecommerce finance consultants, and other trusted advisors.
HOW IT WORKS
Three simple steps.
1
You introduce
Send IST a qualified business or make a warm introduction.
2
IST handles the work
IST qualifies the client, handles the sales process, and delivers the compliance service.
3
You earn
Commission is paid after IST receives the customer payment.
WHO THIS IS FOR
Partners who already advise growing businesses.
- CPAs and accounting firms
- Bookkeepers
- Fractional CFOs and controllers
- Ecommerce finance consultants
- ERP and accounting implementers
- Finance advisors
A GOOD REFERRAL
A business with a clear sales tax problem.
- Sells in two or more states or countries
- Plans to expand in the next 60–90 days
- Has nexus, filing, exemption, or audit concerns
- Has an owner, CFO, or controller involved
COMMISSION
Simple terms. Paid after the customer pays IST.
IST calculates commission on customer payments received. Partner payouts are made monthly.
Referral Partner
10%
of the client’s monthly subscription for 12 months
You introduce the client. IST sells, closes, and delivers the service.
Partner-led Close
25%
of first-year revenue
You introduce the lead and manage the sales process. IST delivers the service after the deal closes.
Assigned Renewals
5%
of renewal revenue
Available only for accounts officially assigned to you when you keep supporting the client.
WHY PARTNERS USE IST
You do not need to become a sales tax expert.
IST manages nexus analysis, registrations, filings, notices, exposure remediation, and ongoing compliance for growing multi-state businesses.
Clear handoff
IST takes over the tax work after the introduction.
Clear support
Partners receive a short pitch, intro email, client overview, and referral updates.
Clear payout
Commission is tied to customer payments received by IST.
PARTNER LAUNCH PATH
From application to first referral.
A short, guided process that gives you the information, terms, and support you need before you introduce a client.
APPLY → PREPARE → REFER
01 · APPLY
Tell us about your business
Share who you serve, how you work with clients, and which partner path fits your role.
Outcome: IST reviews fit
02 · MEET
Meet the IST team
Approved applicants join a short video call to review expectations and choose the right path.
Outcome: Your role is clear
03 · REVIEW
Review the program
Read the training guide, partner agreement, referral rules, and client handoff process.
Outcome: Terms are understood
04 · PREPARE
Ask questions before you start
Use two short Q&A sessions to clarify the offer, referral process, and anything you need before outreach.
Outcome: You are ready to refer
05 · REFER
Make your first introduction
Introduce a qualified business. IST takes over the sales tax conversation and keeps you updated.
Outcome: Referral is in motion
READY TO START?
Become an IST Referral Partner.
Start with the application. IST will guide you through the rest of the process.
FAQ
Do I need to sell IST?
No. Referral Partners only make the introduction. IST handles discovery, sales, setup, and support.
Can I refer clients outside the US?
Yes, when the client has relevant sales tax complexity. IST confirms fit during qualification.
When do I get paid?
Payouts are made monthly after the client becomes active and pays the applicable invoice.
Can I refer more than one client?
Yes. You can refer multiple qualified clients.
APPLY
Become an IST Referral Partner.
Tell us who you work with and how you expect to refer qualified businesses.
- Use your work email
- Add your company or professional profile
- Tell us about your client base
- Do not share sensitive client data
Partner Application Form
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