Example
Eligible commission recorded in August
Pennix Affiliate Program
Know a tax or accounting firm that should spend less time chasing paperwork? Make the introduction.
Introduce qualified tax and accounting firms to Pennix — the AI Intake Department built to keep first-touch work off professional desks — and earn the stated flat commission when an eligible sale is properly attributed to you.
Your reputation is part of every referral. Introduce something you can explain clearly.
Flat-dollar commissions on eligible, properly attributed Pennix sales. Highest single flat commission currently listed: $900.
What you're introducing
A referral is easier when the product
is easy to explain.
Pennix is the AI Intake Department for tax and accounting firms. Five specialized agents handle different parts of first-touch intake before professional judgment begins.
“Nothing gets in unseen.”
Vera
Document Intake Specialist
“Every claim, cited or flagged.”
Marco
Review & Routing Orchestrator
“Never sends without your nod.”
Lilly
Client Communications Specialist
“Answers, always with a source.”
Atlas
Firm Knowledge & Research Specialist
“Asks only what's changed.”
Piper
Organizer & Questionnaire Specialist
Professionals should do professional work. Pennix changes what reaches them first.
Receive → Resolve → Ready™
Why refer Pennix
Your reputation travels
with the introduction.
The strongest referral is not “try this AI tool.” It is a clear introduction to a specific problem and a specific operating model.
The problem
Professional attention is being consumed by first-touch intake.
Opening, identifying, organizing, checking and routine follow-up can reach trained professionals before professional work begins.
The category
Pennix is an AI Intake Department — not a software or another AI tool.
The buyer is hiring a specialized first-touch department, not adding another generic login.
The method
Receive → Resolve → Ready™
A simple way to explain the change: intake arrives, unresolved items are surfaced, and the professional receives a cleaner handoff.
You are not asking a firm to “believe in AI.” You are introducing a different way to handle first touch.
Strong affiliate fit
This works best when tax and accounting firms
already trust you.
The relationship matters more than the job title.
01
You advise tax and accounting firms.
02
You sell products or services to tax and accounting firms.
03
You educate or create content for tax and accounting firms.
04
You already make trusted introductions inside the profession.
Referral fit
Don't send everybody.
Send the right firm.
A strong Pennix introduction starts with a visible intake problem.
Good referral signals
- A tax or accounting firm where trained professionals are still involved in routine first-touch document intake.
- A firm dealing with recurring client documents and follow-up.
- A firm that wants professional judgment to remain human.
- A firm that can see the difference between storing documents and handling intake.
Not the pitch — don't promise
- Tax preparation
- Tax advice
- Staff replacement
- Perfect accuracy
- Unsupervised client communication
- Guaranteed savings
- Guaranteed response times
Represent Pennix accurately. Pennix handles intake. It does not prepare tax returns, give tax advice or replace professional judgment.
Nothing reaches a client without firm approval.
Refer the problem Pennix actually solves.
What you earn
Flat-dollar commissions.
Clear before you refer.
Each currently listed commissionable product carries a stated flat-dollar commission. No percentage calculation is required.
| Product | Customer purchase | You earn |
|---|---|---|
| Pennix SOLO Monthly | $325 | $40Flat · per month, up to 12 |
| Pennix SOLO Annual | $3,500 | $420Flat · one-time |
| Pennix FIRM Monthly | $850 | $85Flat · per month, up to 12 |
| Pennix FIRM Annual | $9,000 | $900Flat · one-time |
$900 is the highest single flat commission listed on this page. All commissions are limited to the referred client’s first year: monthly products pay for up to 12 monthly payments; annual products pay once.
Currently listed optional add-ons
Optional Done-For-You Client Import products. Also commissionable at the stated flat rates below.
| Product | Customer purchase | You earn |
|---|---|---|
| SOLO Client ImportUp to 750 client records · One completed CSV file | $750 | $105Flat |
| FIRM Client ImportUp to 2,500 client records · One completed CSV file | $1,500 | $210Flat |
Important commission note
All commissions are earned during the referred client’s first year only. For monthly products, the stated flat commission is earned each month the client remains an active, paying subscriber and has not cancelled, capped at 12 monthly payments. For annual products, the stated flat commission is earned once, on the initial purchase. No commissions are paid on any renewal after the first year.
How it works
Join → Refer → Earn
Step one
Join
Complete the Pennix Affiliate Program signup form.
Step two
Refer
Follow the official Pennix affiliate instructions and use the affiliate links or resources Pennix officially provides.
Step three
Earn
Earn the stated flat-rate commission on eligible, properly attributed sales.
Payout timing
Earn this month.
Scheduled payout on the 30th of next month.
Eligible commissions recorded during a calendar month are scheduled for payment on the 30th of the following month.
Scheduled payment
September 30
Important terms
- Flat-dollar commissions.
- Eligible, properly attributed sales only.
- Net-30 schedule as stated above.
- Commissions are limited to the referred client’s first year: monthly products pay for up to 12 monthly payments; annual products pay once. No commissions on renewals after the first year.
Questions
Questions affiliates ask
before they join.
Are the commissions percentage-based?
No. The supplied commission structure lists flat-dollar commissions for each product.
When are commissions scheduled to be paid?
Eligible commissions recorded during a calendar month are scheduled for payment on the 30th of the following month.
Are commissions on monthly products recurring?
Yes — within the first year only. For monthly products, the stated flat commission is earned each month the referred client remains an active, paying subscriber and has not cancelled, capped at 12 monthly payments. Annual products earn the stated flat commission once, on the initial purchase. No commissions are paid on any renewal after the first year.
Are the optional Done-For-You Client Import products commissionable?
Yes. The $750 SOLO Client Import lists a $105 flat-rate commission, and the $1,500 FIRM Client Import lists a $210 flat-rate commission.
Make the introduction
Know the firms Pennix was built for?
Introduce us.
Help qualified tax and accounting firms move first-touch intake away from professional desks — and earn when an eligible Pennix purchase is properly attributed to you.
Your relationship opens the door. Pennix has to earn the business.