Partner & Referral Program Terms
Last updated: November 7, 2026
These terms apply to everyone who joins the EZ Consulting Partner & Referral Program or submits a one-off referral. They sit alongside our Terms of Service. By applying or submitting a referral, you agree to them.
1. Joining. Apply through the partner sign-up page. We review applications within 2 business days and may accept or decline at our discretion. Give accurate details and keep them current. Before your first payout we need a completed tax form (section 8).
2. What counts as your referral. A client counts as your referral when they either (a) first contact us through your referral link, or (b) you introduce them to us in writing (email to partners@ez.consulting or the one-off referral form) before they contact us. Your link sets a first-party cookie that lasts 90 days; if a visitor uses more than one partner's link, the last one wins. Consulting, training and back-office deals that close offline are attributed from your written introduction.
3. What doesn't count. Existing clients; anyone who contacted us or was in active discussion with us in the 6 months before your introduction; yourself, your own business or anyone buying on your behalf; and referrals obtained through spam, misleading claims or paid ads that bid on "EZ Consulting" or our domain names. If two partners claim the same client, the first documented introduction wins. Our records decide attribution.
4. Commission rates.
| Service | Commission |
|---|---|
| Templates and digital tools | 30% of each sale |
| Advisory, coaching, training and Academy programs | 15% of the first engagement fee |
| Bookkeeping and back-office plans | 15% of fees paid in the client's first 12 billed months, paid monthly as the client pays |
| First-conversion bonus | $100 on your first Advisory, Academy or back-office conversion of $1,000 or more, on top of the commission |
"Fee" and "sale" mean the amount the client actually pays us, excluding taxes, refunds, discounts, third-party costs and expenses we pass through.
5. When commission is earned. Commission is earned only after the client has paid and the payment has cleared. It then shows in your dashboard as Pending, then Approved once the payment has cleared and any refund window for that purchase has passed, then Paid.
6. Payment. We pay approved commissions on the 15th of each month, by PayPal or ACH to the account you give us. If your approved balance is under $50, it rolls over to the next month. You are responsible for any fees your bank or PayPal charges you. We pay in US dollars.
7. Refunds and clawback. If a client is refunded, charges back or doesn't pay, the related commission is cancelled. If this happens within 60 days of the client's payment and the commission was already paid, we deduct it from your next payouts.
8. Taxes. You are an independent contractor, not our employee or agent, and you are responsible for your own taxes. US partners must give us a Form W-9 before the first payout. We issue Form 1099-NEC when the law requires it (for payments made in 2026, when we pay you $2,000 or more in the calendar year). Partners outside the US give us a Form W-8BEN or W-8BEN-E.
9. How you promote us.
- Disclose the relationship. Wherever you recommend us, say clearly that you may earn a commission, as the FTC requires (for example: "I may earn a commission if you work with EZ Consulting"). Put it next to the link, not hidden in a footer.
- Describe our services accurately. Don't promise results, prices or discounts we haven't published or approved.
- Don't present yourself as EZ Consulting or as our employee, and don't make commitments for us.
- Follow anti-spam law (CAN-SPAM) and the platforms' rules. No unsolicited bulk email or messages.
- Don't bid on "EZ Consulting", "ez.consulting" or close variations in paid search or social ads.
- Use our name and logo only as we provide them, and only to promote the program.
10. Licensed professionals. If you are a CPA, attorney or other licensed professional, you are responsible for following your profession's rules on accepting referral fees and disclosing them to clients. If those rules don't allow it, ask about our reciprocal track: mutual referrals and free template access, with no commission.
11. Confidentiality and client data. Share a contact's details with us only if they have agreed to be introduced. Keep anything we tell you about clients, deals or pricing confidential.
12. Changes and ending the program. We may change these terms or the commission rates with 30 days' email notice. Changes don't affect commission already earned. Either of us can end your participation at any time by email. We will pay commission earned up to the end date, except where you broke these terms, in which case unpaid commission linked to the breach is forfeited.
13. Liability. To the extent the law allows, our total liability to you under the program is limited to the commission owed to you in the previous 12 months.
14. Governing law. Section 17 (Governing law and disputes) of our Terms of Service applies.
15. Contact. partners@ez.consulting · EZ Consulting LLC, 1449 S Michigan Ave STE 13828, Chicago, IL 60605