Partner & Referral Program

Earn $8,000+ Per Referral.
Plus Renewals. Every Year.

Your clients struggle with scattered SOPs, tribal knowledge, and compliance documentation chaos. We built the tool that fixes it. Refer them to TaxonomyByDesign and earn 20% on the initial deal plus 5% on every annual renewal — for the life of the customer.

Apply to Partner Program See How It Works
Commission Structure

20% Upfront. 5% on Every Renewal.

Most referral programs pay once and forget you. We pay a strong upfront commission for the introduction, then keep paying 5% on every annual renewal for as long as the customer stays.

$8,000
Year 1 Per Referral
20% of $40,000/year on the initial deal. Plus $2,000/year (5%) on every subsequent renewal.
$16,000
5-Year Value Per Referral
One standard referral earns $8K upfront + $2K/year × 4 renewals = $16,000 total over 5 years from a single introduction.
$80,000
5 Referrals / Year by Year 5
Refer 5 clients per year and by Year 5 you're earning $80K/year — $40K in new deal commissions plus $40K in compounding renewals.
How It Works

Four Steps. Zero Complexity.

We handle the demos, onboarding, and support. You make the introduction.

1

Apply

Fill out the partner form below. We'll review and set you up with a partner dashboard, tracking link, and sales materials within 48 hours.

2

Identify

When you encounter a client struggling with documentation, SOPs, or compliance evidence — that's your signal. Hand them the one-pager or share your referral link.

3

Introduce

Warm intro via email, or the client clicks your tracking link. We take it from there — demo, trial, negotiation, close. You stay in the loop.

4

Get Paid

20% on the initial deal, then 5% on each annual renewal — paid within 30 days. Direct deposit or wire. Transparent dashboard shows every referral's status and earnings.

Ideal Partners

Already in the Room With Our Buyer?

If your clients have scattered documentation, compliance requirements, or operational knowledge gaps — you're sitting on referrals.

Compliance & ISO Consultants

Your clients pursuing ISO 9001, ISO 27001, SOC 2, HIPAA, or FDA certification need documented SOPs with version control and review evidence. Tax provides it out of the box.

Your pitch: "Here's the tool that generates the documentation evidence your audit requires."

SharePoint & Microsoft Partners

You know SharePoint is terrible at structured KM. Your clients complain constantly. Tax replaces the SharePoint documentation mess with something that actually works.

Your pitch: "Stop trying to make SharePoint do knowledge management. This was built for it."

Managed Service Providers

You manage IT infrastructure and see the documentation chaos firsthand. Tax reduces your support burden and makes every client easier to serve.

Your pitch: "Documented clients are cheaper to support. This tool pays for itself in reduced tickets."

Lean / Six Sigma Consultants

You map processes and document standard work. Tax is the permanent home that ensures your work survives after you leave the engagement.

Your pitch: "Your process improvements last forever — because the documentation stays current and accountable."

HR Technology Consultants

You implement HRIS systems but clients always ask "where do our SOPs and employee handbooks go?" Tax is the answer you've been missing.

Your pitch: "The knowledge layer that completes your HR technology stack."

Fractional COOs & Operations Advisors

You parachute in to fix operations. Step one is always documenting what exists. Tax with the AI Wizard lets you do it in days, not weeks — and it stays after you leave.

Your pitch: "Leave behind a living system, not a static Google Drive folder."

EHS & Safety Consultants

Safety procedures are legally mandated, must be documented, and workers must prove they've reviewed them. Tax handles all three with attestation and knowledge checks.

Your pitch: "OSHA-ready documentation with built-in proof that every worker has reviewed current protocols."

LMS Vendors & Training Consultants

Your clients have the training platform but no structured content source feeding it. Tax becomes the knowledge engine that makes the LMS more valuable.

Your pitch: "The content source of truth that keeps your training materials current — automatically."
The Math

What Five Referrals a Year Looks Like

Conservative scenario: you refer 5 clients per year, each buying 1 standard instance at $40K.

Year-Over-Year Income (Cumulative)

Year 1 — 5 new referrals × $8K$40,000
Year 2 — 5 new ($40K) + 5 renewals ($10K)$50,000
Year 3 — 5 new ($40K) + 10 renewals ($20K)$60,000
Year 4 — 5 new ($40K) + 15 renewals ($30K)$70,000
Year 5 — 5 new ($40K) + 20 renewals ($40K)$80,000
5-Year Total Earned$300,000

How It Breaks Down Per Referral

Year 1 (20% upfront)$8,000
Year 2 renewal (5%)$2,000
Year 3 renewal (5%)$2,000
Year 4 renewal (5%)$2,000
Year 5 renewal (5%)$2,000
5-Year Total Per Referral$16,000
Enterprise KM tools have very low churn — switching costs are high and the data is deeply integrated. Your renewal income is as durable as the customer relationship.
Enterprise deal bonus: Refer a client that buys 5 instances at volume pricing ($180K/year). Your Year 1 commission: $36,000 + $9,000/year on renewals.
Partner Resources

Everything You Need to Refer With Confidence

Unique Tracking Link

Your personalized referral URL tracks every lead automatically. No manual reporting needed.

Sales One-Pager

A branded PDF you can hand directly to clients. ROI comparison, feature highlights, and next steps — ready to go.

Partner Dashboard

Real-time visibility into every referral — status, deal stage, commission earned, payout history. Full transparency.

Demo Sandbox

A live demo instance you can walk clients through. Show them the AI Wizard, knowledge checks, and attestation in action.

Get Started

Apply to the Partner Program

We review applications within 48 hours. No fees, no minimums, no exclusivity requirements.

FAQ

Common Questions

Is there a cost to join the partner program?
No. The partner program is completely free to join. No fees, no minimums, no exclusivity requirements. You refer when it makes sense for your clients, and we pay you when they convert.
How is commission calculated and paid?
You earn 20% of the initial annual contract value when a referred customer signs. For a standard $40,000/year instance, that's $8,000 in Year 1. On each subsequent annual renewal, you earn 5% ($2,000/year for a standard instance). For volume-tier deals, the percentages apply to the actual rate paid. All commissions are paid within 30 days via direct deposit or wire transfer.
Do I need to do the selling myself?
No. You make the introduction — we handle the demo, trial, negotiation, and close. Of course, if you want to be more involved, we're happy to collaborate on joint presentations or co-selling. But a warm email introduction is all that's required.
How long does the referral commission last?
The 5% renewal commission continues for the life of the customer. As long as they renew their TaxonomyByDesign subscription, you earn 5% annually on each renewal. Enterprise KM tools have very low churn rates (typically less than 5%) because switching costs are high and the data is deeply integrated — so your renewal income is highly durable.
What if my client buys multiple instances?
You earn commission on every instance attributed to your referral. If your client starts with one instance at $40K ($8K to you) and later expands to five instances at the volume rate ($36K each = $180K/year), you earn 20% on each new instance added ($7,200 each) plus 5% on all renewals. Expansion within a referred account is credited to the original partner.
Can I see what happens after I make a referral?
Yes. Your partner dashboard shows every referral's current status — new lead, demo scheduled, in trial, in negotiation, closed won, renewed. You always know where things stand and what you've earned.
Is there a limit to how many referrals I can make?
None whatsoever. The more you refer, the more you earn. There's no cap on referrals or commission. We have partners who generate significant recurring income streams through consistent referrals.