Partner Program Agreement

The partner portal gives you one roster for the clients you manage with us: entity status, registered-agent coverage, annual-report due dates, and documents — with each client's consent. It is a working surface for accountants, enrolled agents, bookkeepers, and attorneys. It is free to join. There are no quotas and no exclusivity in either direction. Referring clients to us is entirely optional and is covered by Section 11; the partner portal is free and complete whether or not you ever refer anyone.

You only see a client's information after that client approves the link between your accounts, and a client can revoke the link at any time. Every action you take in the partner portal is recorded in an audit log the client's record retains. You agree to request links only for people who are actually your clients and to stop using access the moment a client revokes it or your engagement ends.

• Partner (read). Open to any advisor after this agreement is signed and email is verified: roster access and exports, with clients keeping the clicks.
• Verified (act). After our staff verify your US license against the issuing board's public roster, you can order filings for a linked client under your own name. Verification is open to US-licensed accountants, enrolled agents and attorneys only; a firm licensed outside the United States keeps the read-and-refer tier, because the New Jersey latitude this tier depends on does not extend to a licence issued elsewhere. We may decline or withdraw verification at our discretion — for example, if a licence lapses.

Partner pricing is published, not negotiated. Registered-agent service bills at the wholesale rate shown on our pricing page once ten or more entities under your account hold active agent coverage; below that, the standard published rate applies. New Jersey's own fees are always passed through at cost, on their own line, on every receipt. We never charge you or your clients a fee that is not printed on the order screen.

• Give accurate information at signup — including your registration number and the state or country that issued it, and the body that issued it where we ask — and keep it current.
• Keep your login credentials to yourself; actions taken under your login are yours.
• Use client information only to serve that client, and never sell or repurpose it.
• Do not present yourself as GSA, as our employee, or as our agent. You are an independent professional; nothing here creates a partnership entity, joint venture, or employment relationship.

GSA is a registered-agent and document-filing service. We are not a law firm and not an accounting firm, and nothing in the partner portal is legal or tax advice — in either direction. We do not review your professional work, and you do not review ours. Each of us is responsible for our own compliance with our own regulators.

Client data you reach through the partner portal stays inside it: view it, export the roster your clients consented to, and use it for their engagements. Our Privacy Policy governs what we do with data; the short version printed on our homepage also applies here — your data, and your clients' data, is not for sale.

Either of us can end this agreement at any time, with or without a reason. When it ends, your partner access closes and your client links are revoked; audit logs and records we are required to keep are retained. Sections 5–7 survive. Your clients' own subscriptions with us are unaffected — those belong to them.

You agree to do business with us electronically under the U.S. E-SIGN Act and the New Jersey UETA. The legal name you type into the signature field of the partner signup form, together with the date, time, and agreement version we record when you submit it, constitutes your signature on this agreement with the same force as ink.

If we change this agreement materially, we will show you the new version and ask you to accept it before it applies to you; the version you signed keeps governing until you do. The version stamp at the top of this page changes whenever the words do.

You may send clients to us and be paid for it. You are never required to, nothing about your partner portal depends on it, and you may stop at any time. If you take part, the terms below are the whole arrangement.

• We give you a referral code and link. A client who uses either pays 10% less than our published price on OUR service fees, and you earn 10% of what they actually pay us — on that purchase and on each renewal, for as long as they remain a customer and your account remains active.
• If you cannot accept a referral commission — most attorneys cannot — you may switch your account to pass it on instead. Your clients then receive 15% off our service fees and nothing accrues to you. You can change this setting whenever you like; it applies from the next charge and never changes anything already earned.
• Government and state filing fees are passed through at cost. They are never discounted and no commission is ever paid on them. Every percentage above applies to our own service fees alone.
• The percentages apply to the service your client buys. Optional add-ons bought alongside it, a trade name registration, the tax registration, the EIN without a Social Security number, the S-corp walkthrough, the registered-agent add-on, are charged at their listed price, are not discounted, and no commission is paid on them.
• A referral code does not combine with a promotional code, and does not apply to our multi-state registered-agent rate, which is already a volume price.
• A referral code never applies to the office lines (the business address, the phone number, live answering and the Office bundles, whether paid monthly or for the year) or to the wholesale registered-agent tiers. Those are charged at their listed price to everyone, no discount applies, and no commission is paid on them.
• A commission becomes payable 30 days after the charge it came from, and is paid monthly by bank transfer. A balance under $50 carries to the following month.
• If a charge is refunded or disputed, the commission on it is reversed in the same proportion — a partial refund reverses part, not all. If it had already been paid to you, the amount is deducted from your next payment rather than invoiced back to you.
• You may buy from us for your own firm using your own code. You will receive the client discount; no commission is paid on your own purchases.
• US tax rules require a Form W-9 from you before payments to you reach $600 in a calendar year. Payments pause at that point until we have it, and we will report annually on Form 1099-NEC as required.
• If your firm is registered outside the United States, you are eligible for the referral programme on the same terms, with two differences. Your account begins set to pass the discount to your client, and you may switch it. And if you do switch to receiving a commission, it accrues to you in full but cannot be paid until we hold a Form W-8BEN-E from you and have made a withholding determination — paperwork we are not yet set up to handle. Nothing is lost while it waits, and passing the discount to your client requires none of it.
• If twelve months pass with no login and no new referral, attribution ends and no further commissions accrue. Anything you have already earned remains yours.
• Disclosure is yours to make. Professional rules — the AICPA code and your state board for accountants, your state's rules of professional conduct for attorneys, and the equivalent obligations of whichever body licenses you elsewhere — may require you to disclose this arrangement to your client, or may prohibit you from accepting a commission at all. Your portal offers suggested wording as a convenience. It is not legal advice, we are not your compliance department, and complying with your own professional obligations is your responsibility.

Nothing in this section makes you our agent, employee, or partner in law, and neither of us may bind the other. You decide what to tell your clients about us, and we do not pay for anything other than what is described above.

New Jersey law governs this agreement, and any dispute belongs to the state or federal courts of New Jersey.