What will we review?
We will learn about the business clients your firm supports and the relevant need to decide whether a further conversation makes sense.
Information request for accounting firms
Explore whether a referral arrangement could fit your firm and its clients.
An accounting firm may send Fixosoft an information request for an initial fit review. Submitting this form is not enrollment or approval. It creates no personal link, tracking, attribution, reporting, reward or financial entitlement. If both parties choose to continue, availability and every term of any arrangement must be set out in a signed agreement.
Request information and a fit review- 1Firm details
- 2Fit conversation
- 3Possibility review
- 4Agreement if approved
The process starts with an enquiry, not enrollment:
Fixosoft reviews the request and does not promise to offer an arrangement.
Only a signed agreement can create rights or obligations between the parties.
A preliminary, nonbinding review
What does the form not create?
This enquiry creates no enrollment, personal link, tracking, attribution, reporting, payment or reward eligibility.
What requires a signed agreement?
Availability, firm approval, attribution and reporting rules, rates and payments, tax and invoicing duties, cancellations and termination must be defined in a signed agreement.
01
Send an information request
02
Review need and fit
03
Decide whether a written proposal is appropriate
Before proceeding
Clarify the terms before any arrangement exists.
If the enquiry appears relevant, a follow-up discussion can define needs, responsibilities and the information that would have to appear in an agreement before activity begins.
Professional fit
We review the types of clients supported by the firm and how the service might be presented. The review does not commit either party to continue.
Approval and availability
Any possible arrangement requires a separate decision by Fixosoft and the accounting firm. Completing the form does not create it.
Attribution and reporting
If an arrangement is offered, the agreement must define how a referral is checked, what may be attributed, what reporting is available and how disputes are handled.
Commercial terms
Rates, payment dates, eligibility, invoices and taxes, cancellations, attribution periods and termination apply only as written in the signed agreement.
This page invites an information request only. It does not promise availability, approval, income, reward, attribution, tracking or payment and is not an offer or agreement.
Information request
Information request for an accounting firm
Tell us briefly about the firm and the business clients it supports. Sending this form is a nonbinding enquiry only; it is not enrollment, approval or a commitment to offer an arrangement.
Important: Never enter a password, OTP, payment data, ID, passport or private customer information.
Page maintained and reviewed by Fixosoft. Last content review: 19 August 2026.