You spot an opportunity
A client mentions processing fees, outdated equipment, poor support, online payments or a new location.
Built for CPAs, bookkeepers & trusted advisors
Your clients trust you. We’ll handle everything else.
Simply introduce a business that needs better payment processing. Defyne handles the consultation, pricing, paperwork, underwriting, equipment, installation, training, support and ongoing account management. You do not have to sell, learn processing or become support.
No selling requiredNo paperwork burdenNo support calls
Compensation is subject to a signed referral agreement, qualifying merchant approval and successful activation. Ongoing revenue sharing applies while the qualifying account remains active and eligible under the agreement.
The entire process
One introduction. We take it from there.
Your role should feel like a referral—not a second job. Defyne owns the work after the connection is made.
You introduce Defyne
Send a quick form, forward an email or make a warm introduction. That is the only required step.
We do the work
We consult, compare, propose, complete paperwork, board, install, train and answer every question.
You get paid
Select your compensation structure and receive payment according to your signed referral agreement.
The most important distinction
You are not becoming a payment-processing salesperson.
Your professional relationship stays intact because you introduce a resource—not a product you must pitch or support.
Your part
✓
Recognize the needYour client mentions payments, fees, equipment or service.
✓
Make the introductionConnect your client with Defyne by email, phone or the quick form.
✓
Return to your core workNo quoting, paperwork, installation or support responsibilities.
Defyne’s part
✓
Consultation and savings reviewWe learn the business and recommend the right setup.
✓
Proposal, underwriting and paperworkOur team manages the entire approval and onboarding process.
✓
Equipment, installation and trainingWe coordinate deployment and teach the merchant how to use it.
✓
Ongoing support and account managementYour client calls us—not you—when they need payment help.
Why trusted advisors participate
Help the client without adding work to your plate.
Strengthen the relationship
You become the advisor who recognized a problem and connected the client with a capable specialist.
A referral can take under two minutes
Submit basic contact information or make an email introduction. Defyne handles the rest.
You never become support
Questions about terminals, deposits, statements or processing come directly to our team.
No processing expertise needed
You do not need to understand pricing models, gateways, underwriting or hardware.
Create a new revenue stream
Choose an immediate qualifying payout or combine an upfront payment with ongoing account participation.
Your reputation matters to us
We know every referral reflects on you, so professional communication and client care are part of the process.
Two ways to get paid
Choose immediate cash or build recurring income.
The option is selected and documented in your referral agreement before compensation is earned.
$500
One-time qualifying referral payment
Best for partners who prefer a larger immediate payment after the referred merchant is approved, activated and begins processing.
Choose the $500 Option$200 upfront
+ Lifetime Account Profit Sharing
Upfront payment plus ongoing participation
Receive $200 after qualifying activation, then participate in account profit for as long as the merchant remains active and eligible under your written agreement.
Choose Recurring IncomeSee what referrals could become
Compare immediate payments with recurring income.
Adjust the assumptions to see how the two compensation choices may perform. Recurring amounts are illustrations only and depend on actual account profitability, eligibility, retention and your signed referral agreement.
The $500 and $200 amounts apply only after a qualifying referred merchant is approved, activated and begins processing. Profit sharing varies by account and is governed by the written referral agreement.
Option 1 · $500 one time
Estimated first-year payments$18,000
Estimated total over selected account life$54,000
Option 2 · $200 + profit sharing
Estimated first-year income$16,560
Monthly recurring income at full selected portfolio$4,320
Estimated total over selected account life$165,600
Illustration assumes every selected referral qualifies, activates, remains eligible for the selected account life and produces the selected monthly profit share. It excludes attrition timing, taxes, reversals and agreement-specific adjustments. No earnings are guaranteed.
No long process
Refer a client in about 60 seconds.
You do not need processing statements, equipment details or an application. Give us the basic introduction and our team will professionally handle the next step.
We contact the client
We explain every option
We keep you informed
We handle onboarding and support
Questions CPAs usually ask
Nothing gets added to your workload.
Do I have to sell anything?
No. Your responsibility is the introduction. Defyne conducts the payments conversation and handles the full process.
Will I need to answer my client’s processing questions?
No. Our team handles product, pricing, equipment, underwriting, installation, deposits and ongoing service questions.
Will my client feel like I am selling to them?
The relationship is positioned as a professional introduction to a payments resource. You remain their CPA, bookkeeper or advisor.
When am I paid?
Payment timing, qualification requirements, revenue-share calculations and account eligibility are defined in the signed referral agreement. The advertised options require a qualifying merchant approval and activation.
What does “lifetime of the account” mean?
It means ongoing participation while the referred merchant account remains active, processing, eligible and governed by the terms of your written agreement. It is not a guarantee that any account will remain active for a particular period.
You already have the relationship. We’ll handle the rest.
Make one professional introduction, help your client and create an additional source of income without taking on another job.
Become a CPA Referral Partner