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Why Accountants and Advisors Should Partner With FundTap | FundTap

Written by Shane Laurence | Mar 31, 2026 11:36:39 PM

Why Partnering With FundTap Benefits Both You and Your Clients

Accountants and bookkeepers are trusted advisors. When a client asks "how do I solve my cash flow problem?", they are asking you — not a bank, not a finance broker, not a fintech.

FundTap's partner programme is designed to give you a direct, practical answer to that question — and to reward you for providing it.

What Your Clients Need

Cash flow problems are consistently one of the top three issues your business clients face. The timing gap between invoicing and payment creates stress, limits growth, and occasionally puts fundamentally good businesses in crisis situations.

Most clients who ask you about this are not looking for complex financial solutions. They want something that is fast, simple, and does not require property security or long commitments.

FundTap fits that description. On-demand invoice finance that connects to Xero, MYOB, or QuickBooks and provides funds within hours. No whole-ledger commitment, no debtor notification, simple transparent pricing.

How the Partnership Works

When you introduce a client to FundTap and they become a customer, you earn a referral commission on the funding they use. This is an ongoing commission — you earn as long as your client continues to use the platform.

Beyond the financial benefit, the partnership gives you a tangible solution to a problem your clients regularly face. Rather than referring clients to a bank and hoping for the best, you can introduce them to a product that is specifically designed for their situation.

No Impact on the Client Relationship

FundTap is entirely confidential and self-service for your clients. Once introduced, your client manages their own FundTap account. The solution you recommended works quietly in the background — they fund invoices when they need to, and the rest of the time the platform sits dormant.

You get the credit for the introduction. The client gets the cash flow solution. FundTap handles the rest.

Adding Value Beyond Compliance

The accountants and bookkeepers who build the strongest client relationships are those who go beyond compliance and tax work to provide genuine strategic and operational value.

Identifying cash flow timing problems, understanding funding options, and being able to recommend a specific, practical solution positions you as a growth partner rather than a compliance service provider.

That is a stronger practice and a more valuable relationship — for both parties.

If you would like to know more about the FundTap partner programme, reach out to the team. It is worth exploring.