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If you’re an accountant or business advisor, you’ll love partnering with Tania.

Once you complete the steps in the form to become a partner, you’ll get access to the program’s
many benefits – including generous commissions for clients you bring on board, a dedicated account manager, training and learning resources and plenty of support to boost revenue and help your clients reach their goals.

Partner Program

Why Partner with Tania ?

In today’s challenging times, the demand for quality advisory services is growing.

With Tania, you can scale your advisory services, for all levels. Tania will be a virtual member of your team, who:

  • Offers based advisory services straight away
  • Gives a voice to financial data
  • Helps to generate conversations with your clients
  • Ultimately empowers your clients to be self-sufficient 

Our Partner Packages

Starter Bronze Silver Gold Platinum
Benefits At least 1 client 1-20 clients 21-250 clients 251-1000 clients Over 1000 clients
No joining fees
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    Instant ability to offer based advisory services
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    Free Tania business subscription
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    Generous commissions  
    15%
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    25%
    30%
    Loyalty points scheme
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    Tania Champion Certificate
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    Dedicated Account Manager
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    Promotion in the Tania Advisory Directory  
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    The Daily Tip

    With so much data and information – it can be easy to lose track of why financials are important for your business.  That’s why we’ve created Tania Daily Tips – quick snippets of valuable and real business tips to keep things in perspective.  

    As a Tania Partner, you’ll have the unique ability to customize these tips and link to your organization’s Podcast.  What an amazing value-add for your clients and today’s “digital employees”!

     

    Get a Boost with Loyalty Points

    With loyalty points, you can boost your move up the Partner tiers to increase your status and rewards.

    Each Client Subscription

    Each Tania Champion

    Each Social Connection

    Each Feedback

    Annual Tania Birthday

    Website Link to Tania

    Vouching for You

    As a preferred Tania partner, we know you are dedicated to working with us and your clients so they can love their financial story.

    And because of this, we’ll happily vouch for you and promote your organisation to our Tania users who don’t currently have an accountant or business advisor.

    You can also list your organisation in our Advisor directory and attract potential new clients to work with.

    Become a Tania Champion

    We’ve created a certification course – outlining everything you need to know about Tania.

    Having a Tania Champion within your organisation will be a criterion of the partner program, but we’ve opened it to anyone who is keen to learn.

    Plus, you’ll earn loyalty points for everyone in your organisation who completes Tania Champion certification. It’s win-win!

    Find Out More