THE ZOEY PARTNER PROGRAM
Help your clients grow. Grow your business with them.
A flexible B2B software partner program for CPAs, QuickBooks ProAdvisors, ERP consultants, agencies, and independent advisors.
Earn referral incentives, create service revenue, or manage the customer relationship your way. Zoey works with you one-on-one to help your clients succeed.
A partnership built around you
You know your clients. We know B2B commerce and order operations. Together, we can solve problems without forcing you into a rigid reseller program.
Earn referral incentives
Introduce a qualified customer to Zoey and get rewarded when they become a customer. We’ll discuss incentive terms with you directly.
Build your own services revenue
Charge your own fees for consulting, onboarding, integrations, training, and ongoing account management—above Zoey’s software fees.
Stay the trusted advisor
Be the primary point of contact or act as a proxy for your customer. Keep your relationship at the center of the engagement.
Work directly with the Zoey team
No partner bureaucracy. Collaborate with us on fit, demos, implementation, pricing arrangements, and customer success.
Who should partner with Zoey?
If you advise wholesalers, distributors, manufacturers, or growing B2B brands, you may already know businesses that could benefit from Zoey.
CPAs & accounting firms
Help clients reduce manual order entry, improve invoicing workflows, and connect operational systems to QuickBooks Online.
QuickBooks ProAdvisors
Give growing wholesale clients a more capable ordering and customer portal solution without moving them away from QuickBooks Online.
NetSuite & ERP consultants
Extend your ERP projects into customer ordering, sales rep workflows, account-specific pricing, and B2B commerce.
Business & technology consultants
Recommend a practical platform for distributors who are stuck with email orders, spreadsheets, manual entry, or disconnected tools.
Give your clients a better way to take orders
Zoey combines B2B ecommerce, customer portals, order management, mobile sales tools, and accounts receivable workflows—with integrations for QuickBooks Online, NetSuite, ShipStation, and other business systems.
Your clients get software designed for the realities of wholesale distribution: customer-specific pricing, complex catalogs, repeat ordering, sales reps, and more. You get a technology partner to help deliver the solution.
How the partnership works
1. Start a conversation
Tell us about your practice, your customer base, and the kind of relationship you want.
2. Find the right fit
Bring an opportunity or learn where Zoey fits. We can evaluate workflows and participate in sales calls with you.
3. Deliver together
Choose whether you simply refer, offer your own services, or manage the engagement as the customer’s trusted partner.
4. Grow your revenue
Agree on partner compensation and your service model. Build repeatable revenue opportunities over time.
Questions about partnering with Zoey?
Do I need to be an agency or certified reseller?
No. We welcome independent consultants, accounting professionals, ERP advisors, agencies, and other trusted business advisors.
Can I charge clients my own consulting or management fees?
Yes. You can create your own service offering and pricing above Zoey’s platform fees, subject to an agreed partnership arrangement.
Do I have to handle implementations and support?
No. We can structure the working relationship around your capabilities and the customer’s needs. Our team can work alongside you.
How are referral incentives calculated?
We discuss incentives directly based on the opportunity and the type of partnership. There is no public commission schedule to navigate.
Let’s grow together.
You don’t need a specific deal in hand or a complicated proposal. Tell us a little about your business and we’ll explore how to work together.