Referral Program for Accounting Firms
Refer clients to us, we handle the onboarding
You remain your client's first point of contact and advisor. We take care of e-invoice onboarding, technical questions, and materials you send under your own name.
We present the terms of cooperation at the introductory meeting.
What you get
You advise, we onboard
Together we assess which path suits the client. We prepare everything you need for the conversation with your client.
Overview of clients by group
A free analysis shows which clients are ready and which need to be approached.
Notification templates
Ready-made texts and reminders you can send to clients under your own name.
Materials for clients
You receive leaflets and client notices at the introductory meeting.
Onboarding support
We handle the onboarding at the client's end. You remain in the role of advisor, not technical support.
Introductory meeting
Schedule an introductory meeting
Fill in the form and we will suggest a time. At the meeting, we present the program and the terms of cooperation and hand over the client materials.
- No obligation
- Short and to the point
- Client materials
Next step
Haven't submitted your client list yet?
Frequently asked questions
Referral Program
Quick answers before we schedule a meeting.
Do I have to refer all my clients to you?
No. You decide which clients to refer to bizBox. What you advise each client remains your decision.
Do I need a client analysis to join the program?
No, the analysis is free and independent of the program. However, it's a good starting point, as it shows which clients need to be approached.
What happens at the introductory meeting?
We present the referral program and the terms of cooperation and hand over the client materials.
Who handles the onboarding at the client's end?
We do. The bizBox team handles technical questions and usage, while you remain your client's advisor.
Does the firm or the client place the order?
Either is possible. The order for bizBox can be placed by the accounting firm on the client's behalf, or by the client directly.
Questions about the program
Contact the head of the partner program
If you have a question before the meeting, write to us.
Jure Fortuna
Head of Partner Program
ZZI d.o.o. · bizBox · Status: November 2026