Partners
Clean every client's payee list before January
Bookkeepers and CPAs: send us client payee sheets, get back per-client fix lists and IRIS-ready files.
Partner terms
- Firm plan: $599 for up to 10 client payers
- Files in your name, no client contact without you
- Second pass in January after W-9s come back
Ask for a partner kit
We reply within one business day with a sample, terms and a referral link.