Affiliate Policy ("Agreement")
SmartFirm Affiliate Program Terms
1. Parties
References to “SmartFirm” refer to SmartFirm, Inc. References to “You” or “Your” refer to the person or entity applying to become an affiliate. SmartFirm and You are each referred to as a “Party” and collectively as the “Parties.”
If your legal business name or account ownership changes, you must notify SmartFirm in writing within 24 hours at [email protected].
2. Application & Approval
You must submit accurate and complete information when applying for the SmartFirm Affiliate Program. Approval is not guaranteed.
SmartFirm retains sole discretion in approving or rejecting applications. Applications may be rejected for reasons including but not limited to: spam history, fraud, or brand misalignment.
3. Consent to Be Contacted
By applying, you consent to receive communications from SmartFirm about the Affiliate Program via email, SMS, or phone (including automated messages). You may revoke consent only by submitting written notice to [email protected].
Affiliate Compensation & Payment Terms
4. Commission Payment Schedule
Varies by Program. Refer to the terms of your specific affiliate program.
Monthly Payout Model:
Commissions are paid on the 15th of the month following the month in which they are earned. (e.g., April earnings are paid on May 15).
Payments are made via PayPal or another approved method, provided tax forms are submitted and payout thresholds are met. Cookies last 90 days.
60-Day Payout Model:
Some programs pay 60 days from the end of the earning month. (e.g., April 20 earnings are paid July 1). Same payment conditions apply.
4.1 Commission Structure
Commission rates vary depending on the campaign you’re part of. Log in to your affiliate dashboard to view your specific rates.
Customers must remain active and in good standing for 45 days before commissions are finalized.
All commissions are paid in USD. Payment processor fees may be deducted.
4.2 Tax Requirements
To receive payouts, affiliates must provide:
A valid W-9 (for U.S. affiliates) or W-8 BEN (for non-U.S. affiliates)
A valid payout method (e.g., PayPal or bank details)
Failure to submit documentation before the scheduled payout date will result in forfeiture of those commissions without recovery.
4.3 No Self-Referrals
You may not earn commissions on purchases made using your own affiliate link.
You may not purchase products or subscriptions on behalf of others to earn commission.
Violations result in account termination and loss of all pending commissions.
4.4 Forfeiture of Future Commissions
If you cancel your SmartFirm subscription or account:
All unpaid, future-dated commissions will be automatically forfeited and are not recoverable under Oregon law (ORS §652.140).
5.0 Prohibited Conduct
Affiliates may not:
Use spammy, misleading, or deceptive marketing tactics
Offer cash rebates or financial incentives for sign-ups
Create websites or social pages that impersonate SmartFirm
Make false income claims or misleading promises
Bid on SmartFirm brand terms or misspellings in paid ads
Violations will result in immediate termination and forfeiture of unpaid commissions.
6.0 Chargebacks & Fraudulent Sales
If a sale is refunded or charged back:
The commission will be deducted from your future earnings
If the sale is flagged as fraudulent, no commission will be paid
Fraud may result in account termination without notice
7.0 Independent Contractor Status
Affiliates are independent contractors, not employees or agents of SmartFirm.
Affiliates may not bind SmartFirm to agreements or represent the company in any capacity.
8.0 Termination Policy
8.1 Termination by Either Party
Either party may terminate this Agreement with 30 days’ written notice.
8.2 Immediate Termination by SmartFirm
SmartFirm may terminate your account immediately if:
You violate any policy terms
You engage in fraud or misconduct
You fail to generate commission for 12 consecutive months
Upon termination, all unpaid commissions are forfeited.
9.0 Dispute Resolution
All disputes will be resolved via binding arbitration under Oregon law (UTCR Chapter 13)
Arbitration will be held in Lane County, unless both parties agree otherwise
9.1 No Class Actions
You agree not to bring any claims as part of a class, collective, or representative action.
9.2 Waiver of Jury Trial
You waive your right to a jury trial in any legal action related to this agreement.
10.0 Modifications & Amendments
SmartFirm may update or amend this policy at any time.
Changes become effective immediately upon posting to our website. Continued participation indicates acceptance of the revised terms.
Contact Information
For questions or help with your affiliate account:
📧 Email: [email protected]
The All-in-One Client Acquisition System for Accountants.
© Copyright 2025. SmartFirm. All Rights Reserved.