Referral program

Refer a firm. You both get rewarded.

Know a firm still running year-end on spreadsheets and email? Introduce them to ZenWorkflow. When they subscribe, you receive a credit worth a month of their subscription and they get 10% off their first year.

Referral partner, referred firm progressing to its reward and the rewards for both (illustration)
How it works

Three steps, no paperwork

You make the introduction. We run the demo, the trial and the onboarding.

1

Join the program

Fill in the short form and we'll send you your referral details within two working days.

2

Introduce a firm

Send us the firm's details, or share your link. We contact them, run the demo and set up their trial — and keep you posted at every stage.

3

Get rewarded

When the firm completes its second paid month, your credit is applied — or paid out to you if you're not a ZenWorkflow customer.

Refer a firm
The rewards

What you get. What they get.

A referral should be good for both sides — so the firm you introduce is rewarded too.

Rewards are confirmed once the referred firm completes its second paid month.

For you

A reward for every referred firm that becomes a paying customer, however many you send.

What's included
  • A credit worth one month of the referred firm's subscription
  • Paid out as a bank transfer instead if you're not a customer
  • No limit on the number of firms you can refer
  • Status updates by email at each stage of the referral
Refer a firm

For the firm you refer

Your introduction gets them a better deal than signing up on their own.

What's included
  • 10% off their first year on any paid plan
  • A guided onboarding session with our team
  • Client and entity data imported from Excel for free
  • Priority setup so they go live before their next deadline
Book a demo
Annual return workflow with owners, fee and due date, and a partner comment (illustration)

A system their whole firm will actually use

ZenWorkflow replaces the spreadsheet of deadlines, the shared inbox of client documents and the month-end scramble to work out what to bill. Every recurring service — annual returns, audits, VAT, bookkeeping, payroll — becomes a workflow with a checklist, an owner, a budget and a due date. The hours logged against it, and the fixed fees agreed for it, turn into an invoice in a click. Client records hold directors, shareholders, KYC documents and AML screening in the same place, and the team's leave and approvals sit alongside the work.

The firms that say yes fastest

You don't need to sell anything. If you recognise one of these, send them our way.

Firms tracking deadlines in spreadsheets

Annual returns, VAT and tax deadlines in a shared Excel file, with someone checking it every Monday. This is the firm ZenWorkflow was built for.

Firms with AML obligations

Administrative service providers, auditors, lawyers and accountants who need risk assessments, PEP screening and KYC records they can show a regulator.

Firms outgrowing a generic tool

Trello, Asana or Monday boards that don't know what a client, a service or a billable hour is — and a separate system for invoicing.

Firms serving groups and entities

Corporate services and audit firms managing dozens of entities per client, each with its own filings, directors and share capital.

Referral program FAQ

Everything you need to know before you refer a firm.

Anyone. ZenWorkflow customers, accountants, consultants, software vendors, trainers — anyone who knows a professional services firm that would benefit from ZenWorkflow.

No. Customers receive their reward as a credit on their subscription. If you're not a customer, we pay the equivalent amount by bank transfer.

The firm you referred must be new to us — not already in a trial or in conversation with our team — and must subscribe to a paid plan and complete its second paid month.

A credit equal to one month of the referred firm's subscription, at whatever plan and team size they choose. A ten-person firm on an annual plan earns you more than a sole practitioner.

Within 30 days of the referred firm completing its second paid month. We email you when the firm starts a trial, when they subscribe and when your reward is on its way.

No. Self-referrals and referrals of companies under common ownership aren't eligible — but the referred firm's 10% discount is available to anyone who asks.

Know a firm that needs this?

Send us their details. We'll take it from there and keep you updated at every step.

Express interest Book a demo

Free to join. No fees, no targets.