Referral partners · Australian accountants + planners

Refer your clients. We prep the data.

Recommend NestWise to your family, professional, or retiree clients. They organise their deductions, WFH log, entitlements, cashflow, and redundancy scenarios. You get a scoped read-only pack when they share it. Free for you.

What partners get

Free forever
Zero cost to view client packs. No per-firm license, no per-view fee. Clients pay the $20/yr for their NestWise account.
Faster data prep
Clients hand you a scoped, categorised pack instead of a shoebox of receipts. Save 30-60 min per return.
Direct product line
Founder is a Chartered Accountant (CAANZ). Feedback goes straight to the team. Rate-change bugs, missing calcs, spec asks — direct email.
Partner listing (opt-in)
Once approved, choose to appear in a public directory clients can search when they need a NestWise-friendly accountant.
Referral code (coming)
Each partner gets a unique code so client signups can be tracked. Reward mechanism (recognition + priority support) shipping in the next partner update.
Read-only always
Nothing you view can be modified — server-side SELECT-only path. Every access is timestamped in the client's audit strip.

Apply

Tell us about your practice

Firm name *

Firm website

Your name *

Email *

Phone (optional)

Approx active clients

Primary client type

Why interested (optional)

Applications reviewed within a week. Approved partners are onboarded via email with next steps (referral code, listing details, direct feedback contact). Not a tax-agent referral scheme — no revenue share, no commission. Recognition + product access only.