Compendium Token
The Compendium Referral Program: A Practical Guide for Partners
For accountants, consultants and implementers: how referral codes, attribution, multi-party splits and recurring commission work — and what we are careful about.
If you put firms onto software for a living — as an accountant, a consultant, an implementation partner — you are generating revenue for vendors continuously and usually capturing none of it. This is how to capture some of ours.
How attribution works
You get a referral code. When a firm arrives through it and buys, an attribution record links that order to your code. Attribution is unique per order, so one sale pays commission exactly once regardless of how many times a payment webhook fires.
Commission accrues when the invoice is actually paid. If the arrangement is recurring, it accrues again on each renewal for the life of the account.
What you see
A running statement: every accrual, the invoice it came from, the base it was calculated on, the percentage applied, and the resulting tokens. If you are part of a multi-party split, you see your leg and the share it represents.
The point is that nothing about your commission requires taking our word for it. You can check the arithmetic on any line.
Multi-party splits
Deals frequently involve more than one party — an accountant who recommends, a consultant who implements. A code can carry several legs with defined shares, and every accrual divides across them automatically. Shares must total exactly 100%, and a split that does not is rejected rather than paid approximately.
Getting paid in tokens
Commission lands as Compendium tokens against your own account. For a partner already running the suite, that is a direct reduction in cost of doing business, and earned tokens never expire.
Being straight about the limitation: tokens are not cash and cannot be cashed out. If your model requires cash commission, say so at the outset and we will discuss whether that arrangement makes sense — it is a different structure with different obligations on both sides, not a setting we can toggle.
What we are careful about
Referral fees on software subscriptions are ordinary commerce. Referral fees connected to regulated services are not, and we will not pretend otherwise:
- Legal work. Fee-splitting between lawyers and non-lawyers is restricted under professional conduct rules in essentially every US jurisdiction, and lawyer referral fees are themselves constrained.
- Medical and laboratory work. Referral arrangements touching federal healthcare programs run into the Anti-Kickback Statute and physician self-referral rules, where percentage-of-collections compensation is treated with particular suspicion.
- Percentage-of-collections billing fees are restricted or prohibited outright in several states.
None of that affects referring a firm to buy software. It matters when the thing being referred is the regulated service itself. Those arrangements are handled individually, with counsel, and not by signing up through a web form.
Tax
Referral commission is earned income and is reportable whether it is paid in cash or in tokens. We provide statements and report what we are required to. We cannot give you tax advice, and any vendor who tells you commission paid in tokens is invisible to the IRS is wrong.
Starting
Get in touch and we will agree a rate, a term (first-payment or recurring), and any split legs. Rates are set per partner because the work partners do genuinely differs — an introduction and a full migration are not the same contribution and should not pay the same.
Common questions
How do I join the Compendium referral program?
Contact us to agree a rate, a term (first-payment only or recurring on renewals), and any split legs if more than one party is involved. Rates are set per partner rather than published, because the level of work involved genuinely differs.
Is referral commission paid in cash or tokens?
Commission is paid as Compendium tokens against your own account, and earned tokens never expire. Tokens cannot be cashed out; if your model needs cash commission, that is a different arrangement to discuss up front.
Can I earn commission for referring legal or medical clients?
Referring a firm to buy software is ordinary commerce. Referral fees connected to regulated services such as legal or medical work run into professional fee-splitting rules and the Anti-Kickback Statute, and are handled case by case with counsel rather than through a standard program.