- Tabby partner program
Partner with Tabby. Grow with the people who run small businesses.
- Free to join
- 25% commission for 12 months
- Real people read every request
Which partner are you?
Business or communityAssociations, programs, tools and lenders that serve small businesses Accounting firmFree for your firm, $15 a month per client Creator or influencerAn audience of freelancers, founders or trades AffiliateShare a link, earn 25% for 12 months. No applicationNot sure? Tell us about yourself and we’ll point you to the right fit.
- 01 · Business and community partners
You serve small businesses. So do we.
Who we’re looking for
- Trade and professional associations, real estate boards and chambers of commerce
- Coworking spaces, incubators, accelerators and small business centers
- Coaching programs, courses and communities for freelancers and founders
- Software companies whose customers are our customers: CRMs, scheduling, payments
- Banks, CDFIs and lenders who want borrowers with organized books
What you get
- An offer for your members that we set up together
- Workshops and webinars on bookkeeping and tax basics, run by our team
- Co-branded guides and checklists for your audience
- Revenue share on every paying customer you refer
- A direct line to our partnerships team, and to product for integrations
- 02 · Accounting firms
Bookkeepers and CPAs, bring your clients.
Who we’re looking for
- CPA firms, bookkeeping practices and tax preparers
- Firms whose clients are freelancers, sole proprietors and small businesses
- Solo practitioners and multi-partner firms alike
What you get
- The firm portal free, including your own firm’s bookkeeping
- $15 a month per client, with every feature and unlimited clients
- Team roles for partners, seniors, juniors and reviewers
- QuickBooks data migration included
- Magic-link onboarding, so clients send documents without a login
- 03 · Creators and influencers
Your audience runs businesses.Show them a better way to do the books.
Who we’re looking for
- YouTubers, podcasters, newsletter writers and social creators
- Topics like freelancing, small business, real estate, trades, taxes and personal finance for the self-employed
- An engaged audience that trusts your recommendations
- People who try Tabby before they talk about it
What you get
- 25% of every payment your referrals make for 12 months
- A personal link and a dashboard with clicks, signups and earnings
- Early access to new features and a walkthrough with our team
- For larger audiences, sponsored videos, newsletters or webinars on terms we agree together
- 04 · Affiliates
Refer Tabby.
Earn for a full year.
Who we’re looking for
- Consultants, coaches and advisors who recommend tools to clients
- Community managers and group organizers
- Bloggers, review sites and comparison sites
- Happy Tabby customers
What you get
- 25% of each payment for the referral’s first 12 months
- A flat $250 for each accounting firm you refer, once it adds its first client
- Payouts as your referrals pay, requested any time from your dashboard
- Your referrals get a 30-day money-back guarantee, which makes yes easier
- At a glance
Four ways to partner, side by side.
| Business or community | Accounting firm | Creator or influencer | Affiliate | |
|---|---|---|---|---|
| Best for | Organizations that serve small businesses | CPAs, bookkeepers and tax pros | People with an audience in our space | Anyone who recommends tools |
| How you benefit | Member offer, education, co-marketing, revenue share | Free firm portal, $15 per client | 25% for 12 months, plus sponsored work | 25% for 12 months, $250 per firm |
| Application | Short form, then a call | Sign up or book a demo | Short form, then a call | None. Sign up with email |
| Start here | Partnership form | Tabby for Accountants | Partnership form | Affiliate program |
- Is it a fit?
The people Tabby serves. And what we ask of partners.
Who uses Tabby
What we ask of partners
- Recommend what you’d useTry Tabby first, and recommend it only where it fits.
- No spam, no paid search on our nameNo bidding on “Tabby” in ads and no unsolicited bulk messages.
- Accurate claimsDescribe features and prices as they are on our site. Tabby isn’t tax or legal advice.
- Clear disclosureSay when you earn from a recommendation or when content is sponsored.
- How it works
From hello to launch in four steps.
- 1
Tell us about you
Fill in the form below or email partners@usetabby.com. Affiliates can skip this and sign up directly.
- 2
Talk it through
A short call with our partnerships team to understand your audience and what would help them.
- 3
Agree on a plan
The offer, the content, the referral terms and who does what, written down in plain language.
- 4
Launch and track
Your link and dashboard go live. We check in on results and adjust together.
- How it works
Let’s talk
partnership.
Email the partnerships team
partners@usetabby.com
Just want an affiliate link?
Sign up in minutes, no application
An accounting firm?
See Tabby for Accountants and pricing
Need help with your account?
support@usetabby.com
It depends on what you’re managing. If you’re self-employed or run a small business, Tabby’s Free plan finds subscriptions across your business accounts and does your bookkeeping too. For personal subscriptions, Rocket Money tracks them for free and will cancel them for you on its Premium plan, which costs $7 to $14 a month. Monarch and Quicken Simplifi are budgeting apps with no free plan.
Tabby reads the transactions from every bank and card account you connect. Charges from known vendors, such as Zoom, Canva or AWS, are matched to a vendor list. Anything else that shows up in three or more months at a similar amount is offered for you to confirm, so nothing is added to your list by guesswork.
Yes. It’s part of the Free plan, which has no time limit and doesn’t ask for a credit card. The Free plan covers one bank connection and up to $15,000 a year in tracked expenses. If you need more accounts, Standard is $30 a month with three bank connections.
No, and that’s on purpose. Tabby gives you a direct link to the vendor’s cancellation page where one exists and step-by-step instructions where it doesn’t. You do the cancelling, so nothing your business depends on gets switched off by mistake.
When the same subscription bills twice in one period, Tabby flags it and shows you both charges. You can then contact the vendor for a refund with the dates and amounts in hand.
Yes. Yearly charges such as domains, memberships and developer programs have their own tab, sorted by the soonest renewal. Tabby recognizes many of them from its vendor list, so they appear even before a full year of history has built up.
Tabby treats software and services you choose to pay for as subscriptions. Phone, internet and utilities repeat the same way, but they’re listed separately as bills and overhead so they don’t inflate your subscription total. You can move any item from one list to the other.
Tabby is built for business finances. If a personal subscription is paid from an account you’ve connected, it will show up, and you can remove it from the list. For a household budget with streaming services and family plans, a personal finance app is a better fit.
Tabby connects through Plaid with read-only access. It can see transactions and balances, but it can’t move money, charge a card or change anything at your bank. Your data is encrypted in transit and at rest with AES-256.
Software and services you use for your business are generally deductible as ordinary and necessary business expenses. Tabby categorizes each subscription so it lands in the right place at tax time. If a subscription is partly personal, ask your CPA how to split it.
Help small businesses get their books right.
- Free to join
- No cap on earnings
- Built by a licensed CPA