Accountants & Bookkeepers
Help clients review payment costs, reporting workflows, merchant statements, and business-payment operations.
Referral Partner Program
Help Businesses Improve Payments—and Build a Stronger Partnership
The EZ Pros Services Referral Partner Program is designed for consultants, accountants, agencies, software providers, web developers, business brokers, associations, and professionals who regularly work with businesses needing payment processing, POS systems, online payments, merchant funding, or related merchant-services solutions.
Built for Trusted Business Relationships
Who Makes a Strong Referral Partner?
The best referral partners already advise, support, or serve business owners and want a reliable payment-services resource they can introduce with confidence.
WEB
Web Developers
Connect clients with online checkout, payment gateways, payment links, recurring billing, and eCommerce payment options.
AGY
Marketing Agencies
Support clients who need stronger payment conversion, checkout experiences, online payments, and merchant-services guidance.
CON
Business Consultants
Refer clients needing POS systems, rate reviews, payment processing, funding conversations, and operational payment strategy.
SFT
Software & Technology Providers
Connect customers with integrated-payment conversations, gateway requirements, merchant accounts, and payment hardware.
BRO
Business Brokers & Commercial Advisors
Refer new owners, expanding businesses, franchisees, and operators needing payment infrastructure or merchant funding.
BNK
Banking & Financial Professionals
Connect businesses needing payment processing, POS systems, merchant accounts, or services outside your organization’s scope.
ASS
Associations & Membership Groups
Provide members with access to merchant-services guidance, payment reviews, online payments, and POS options.
B2B
B2B Service Providers
Add payment solutions to the broader business support you already provide to customers and professional networks.
Solutions You Can Refer
One Partner Relationship Across Multiple Business Needs
EZ Pros can review a wide range of payment, POS, online checkout, funding, and merchant-services requirements.
CC
Credit Card Processing
Merchant accounts, rate reviews, countertop payments, mobile payments, contactless checkout, and payment-processing guidance.
POS
POS Systems & Terminals
Clover devices, countertop POS, wireless terminals, mobile readers, and checkout-workflow planning.
WEB
Online Payments
Hosted checkout, payment links, virtual terminals, invoices, recurring billing, and gateway conversations.
ENT
Enterprise & Multi-Location
Account structure, standardization, reporting, rollout planning, location visibility, and scalable payment operations.
EDU
Education Payments
School, campus, department, cafeteria, parent, student, online, and in-person payment workflows.
FND
Merchant Funding
Preliminary conversations around working capital, equipment, inventory, expansion, and eligible business-funding options.
BNPL
Buy Now, Pay Later
Evaluate flexible customer-payment options for eligible businesses, products, services, and checkout environments.
IND
Industry-Specific Solutions
Restaurant, retail, professional services, healthcare, nonprofit, mobile, and specialty business workflows.
REV
Merchant Statement Review
Help referred businesses understand visible fees, pricing structure, equipment costs, gateway charges, and processing options.
Simple Referral Process
From Introduction to Merchant Follow-Up
The referral process should protect your relationship, reduce friction, and give the business a clear next step.
Refer
Introduce the business using the approved referral method and provide basic contact and business information.
Review
EZ Pros contacts the merchant, confirms the need, and reviews the relevant payment or funding workflow.
Recommend
Appropriate options are discussed based on the merchant’s business type, goals, current setup, eligibility, and requirements.
Support
EZ Pros coordinates approved onboarding, follow-up, implementation guidance, and ongoing relationship support.
Protect Your Client Relationship
Refer With Confidence
A referral partner should know how their introduction will be handled. EZ Pros focuses on professional communication, needs-based review, and practical recommendations rather than one-size-fits-all selling.
- Professional merchant follow-up
- Clear explanation of available options
- No guaranteed-savings claims
- No guaranteed approval claims
- Respect for the partner relationship
- Practical onboarding and support
Build Long-Term Value
Expand the Services You Can Bring to Clients
A strong payment-services partner can help you solve more client problems without forcing you to become the payment-processing expert.
- Add payment expertise to your service network
- Support new and existing client relationships
- Create additional business-development opportunities
- Refer multiple payment and funding needs
- Build repeatable referral workflows
- Maintain a trusted point of contact
Program Expectations
Clear Roles Create Better Merchant Outcomes
Referral partners should make accurate introductions and avoid presenting themselves as the processor, lender, underwriter, or final decision-maker.
| Referral Partner Role | EZ Pros Role |
|---|---|
| Identify a potential business need | Review the merchant’s actual payment, POS, online, or funding requirements |
| Make an accurate introduction | Explain available options, requirements, limitations, and next steps |
| Avoid guaranteeing rates, savings, approval, or funding | Coordinate provider review, underwriting, setup, and approved disclosures |
| Protect customer information and obtain permission to refer | Handle merchant information through approved business workflows |
| Use approved program messaging | Provide updated partner guidance and referral instructions |
| Maintain professional communication | Keep the merchant experience organized and relationship-focused |
Partner Application
Information to Include
Your partner inquiry should give EZ Pros enough information to understand your business, audience, referral model, and potential fit.
- Your name and company
- Email address and phone number
- Website or professional profile
- Industry and services provided
- Typical business clients or audience
- Estimated referral opportunities
- Markets or geographic coverage
- Preferred partnership model
Recommended Odoo Form
Add a Dedicated Referral Partner Form
Add an Odoo native form directly below this HTML section and route submissions into CRM as referral-partner opportunities.
- Partner name
- Company name
- Email and phone
- Website
- Partner type
- Primary industries served
- Estimated referral volume
- Message or partnership goals
Recommended CRM tag: Referral Partner Application
Referral Partner Program
Help Businesses Improve Payments—and Build a Stronger Partnership
The EZ Pros Services Referral Partner Program is designed for consultants, accountants, agencies, software providers, web developers, business brokers, associations, and professionals who regularly work with businesses needing payment processing, POS systems, online payments, merchant funding, or related merchant-services solutions.
Built for Trusted Business Relationships
Who Makes a Strong Referral Partner?
The best referral partners already advise, support, or serve business owners and want a reliable payment-services resource they can introduce with confidence.
CPA
Accountants & Bookkeepers
Help clients review payment costs, reporting workflows, merchant statements, and business-payment operations.
WEB
Web Developers
Connect clients with online checkout, payment gateways, payment links, recurring billing, and eCommerce payment options.
AGY
Marketing Agencies
Support clients who need stronger payment conversion, checkout experiences, online payments, and merchant-services guidance.
CON
Business Consultants
Refer clients needing POS systems, rate reviews, payment processing, funding conversations, and operational payment strategy.
SFT
Software & Technology Providers
Connect customers with integrated-payment conversations, gateway requirements, merchant accounts, and payment hardware.
BRO
Business Brokers & Commercial Advisors
Refer new owners, expanding businesses, franchisees, and operators needing payment infrastructure or merchant funding.
BNK
Banking & Financial Professionals
Connect businesses needing payment processing, POS systems, merchant accounts, or services outside your organization’s scope.
ASS
Associations & Membership Groups
Provide members with access to merchant-services guidance, payment reviews, online payments, and POS options.
B2B
B2B Service Providers
Add payment solutions to the broader business support you already provide to customers and professional networks.
Solutions You Can Refer
One Partner Relationship Across Multiple Business Needs
EZ Pros can review a wide range of payment, POS, online checkout, funding, and merchant-services requirements.
CC
Credit Card Processing
Merchant accounts, rate reviews, countertop payments, mobile payments, contactless checkout, and payment-processing guidance.
POS
POS Systems & Terminals
Clover devices, countertop POS, wireless terminals, mobile readers, and checkout-workflow planning.
WEB
Online Payments
Hosted checkout, payment links, virtual terminals, invoices, recurring billing, and gateway conversations.
ENT
Enterprise & Multi-Location
Account structure, standardization, reporting, rollout planning, location visibility, and scalable payment operations.
EDU
Education Payments
School, campus, department, cafeteria, parent, student, online, and in-person payment workflows.
FND
Merchant Funding
Preliminary conversations around working capital, equipment, inventory, expansion, and eligible business-funding options.
BNPL
Buy Now, Pay Later
Evaluate flexible customer-payment options for eligible businesses, products, services, and checkout environments.
IND
Industry-Specific Solutions
Restaurant, retail, professional services, healthcare, nonprofit, mobile, and specialty business workflows.
REV
Merchant Statement Review
Help referred businesses understand visible fees, pricing structure, equipment costs, gateway charges, and processing options.
Simple Referral Process
From Introduction to Merchant Follow-Up
The referral process should protect your relationship, reduce friction, and give the business a clear next step.
Refer
Introduce the business using the approved referral method and provide basic contact and business information.
Review
EZ Pros contacts the merchant, confirms the need, and reviews the relevant payment or funding workflow.
Recommend
Appropriate options are discussed based on the merchant’s business type, goals, current setup, eligibility, and requirements.
Support
EZ Pros coordinates approved onboarding, follow-up, implementation guidance, and ongoing relationship support.
Protect Your Client Relationship
Refer With Confidence
A referral partner should know how their introduction will be handled. EZ Pros focuses on professional communication, needs-based review, and practical recommendations rather than one-size-fits-all selling.
- Professional merchant follow-up
- Clear explanation of available options
- No guaranteed-savings claims
- No guaranteed approval claims
- Respect for the partner relationship
- Practical onboarding and support
Build Long-Term Value
Expand the Services You Can Bring to Clients
A strong payment-services partner can help you solve more client problems without forcing you to become the payment-processing expert.
- Add payment expertise to your service network
- Support new and existing client relationships
- Create additional business-development opportunities
- Refer multiple payment and funding needs
- Build repeatable referral workflows
- Maintain a trusted point of contact
Program Expectations
Clear Roles Create Better Merchant Outcomes
Referral partners should make accurate introductions and avoid presenting themselves as the processor, lender, underwriter, or final decision-maker.
| Referral Partner Role | EZ Pros Role |
|---|---|
| Identify a potential business need | Review the merchant’s actual payment, POS, online, or funding requirements |
| Make an accurate introduction | Explain available options, requirements, limitations, and next steps |
| Avoid guaranteeing rates, savings, approval, or funding | Coordinate provider review, underwriting, setup, and approved disclosures |
| Protect customer information and obtain permission to refer | Handle merchant information through approved business workflows |
| Use approved program messaging | Provide updated partner guidance and referral instructions |
| Maintain professional communication | Keep the merchant experience organized and relationship-focused |
Partner Application
Information to Include
Your partner inquiry should give EZ Pros enough information to understand your business, audience, referral model, and potential fit.
- Your name and company
- Email address and phone number
- Website or professional profile
- Industry and services provided
- Typical business clients or audience
- Estimated referral opportunities
- Markets or geographic coverage
- Preferred partnership model
Recommended Odoo Form
Add a Dedicated Referral Partner Form
Add an Odoo native form directly below this HTML section and route submissions into CRM as referral-partner opportunities.
- Partner name
- Company name
- Email and phone
- Website
- Partner type
- Primary industries served
- Estimated referral volume
- Message or partnership goals
Recommended CRM tag: Referral Partner Application