Legal

Partner terms

Last updated: 1 November 2026

DRAFT – to be reviewed. These terms have not been reviewed by a solicitor and do not yet form an agreement.

What you earn

You earn 25% of what a practice you introduced actually pays for its first 4 paid months, without VAT.
Partners earn when the practice pays. Trials, free months and failed payments earn nothing and do not count towards the 4 months.
Commission is paid in arrears from money we have collected, after the hold period, in the next monthly payout.
Commission is reversed if a payment is refunded within the clawback period. A reversal comes off your next payout.

If a card payment you earned commission on is charged back, the commission on it is taken back whenever the chargeback happens, even after the clawback period and even after we have paid you.
If that commission has already been paid, the amount you owe becomes a negative balance. It is deducted from the commission you earn next, and no further payout is made until the balance is clear. If you stop earning, we may ask you to repay it.
A refund after the clawback period does not take back commission, unless we find it was made because the payment was not genuine.

We pay only after the hold period, only when at least the minimum amount is due, and only to bank details you gave us that we have checked with you.
Before every payout we confirm with our payment provider that each payment behind it was genuinely collected and is not disputed or refunded. A payment we cannot confirm is held back until it can be.
We may withhold or take back commission on payments that are fraudulent, made with a stolen card, made by a practice you control or are connected to, or obtained by breaking these terms.

Each practice belongs to one partner, fixed at signup.
You cannot refer your own practice, or one sharing your email domain.
Partner-referred practices get the standard 30-day free trial and cannot also hold a founding place.
You will never see a practice's clients, deadlines or documents.

FilingKeeper never files anything. It tracks and reminds; the practice reviews and files. You must not describe it as filing or MTD software, or as a replacement for a practice’s accounting or practice software.
You must not send spam or unsolicited bulk email. The Privacy and Electronic Communications Regulations (PECR) apply to your marketing.
Say clearly that you are paid for the introduction whenever you recommend FilingKeeper. The rules on advertising (the ASA and the CAP Code) and consumer protection require that a commercial relationship is obvious, so label it plainly and at the start, for example “I earn a commission if you sign up through this link”, and not only in a footnote or a hashtag.
Do not make claims about FilingKeeper that we have not made ourselves, and do not promise results, savings or penalties avoided.

Commission is paid gross. You are responsible for any tax, National Insurance or VAT that applies to what you earn, and for deciding how it is treated.
You are an independent introducer. You are not an employee, agent or partner of FilingKeeper and cannot bind us.

We can change these terms with notice. The rate that applied when a practice signed up stays in place for that practice.