EFP Accountant Affiliate Programme

Earn additional income for introducing customers to us.

Introduction to the Accountant Affiliate Programme

Introduction (0m34s)

How to get a new quote in the portal

Get a New Quote (1m41s)

How to edit an existing quote

Edit a Quote (0m42s)

Admin & tracking features overview

Admin & Tracking (0m52s)

We partner with Accountants

We’ve built a portal specifically for Accountants to make quoting, tracking & reporting simple.

If your clients need finance for software, equipment, vehicles, tax liabilities or general business funding — you can refer them easily and compliantly via your own branded portal.

You’ll earn a referral fee on every deal completed — with no cost or liability to you.

Asset Finance, Commercial Loans, VAT & Tax Loans, Invoice Finance and Property Finance.

Compliance & Reputation

Compliance and Treating Customers Fairly are paramount — you’ll be in safe hands when you join our affiliate programme.

Compliance and legal matters are expertly managed by our partners at AFS Group, ensuring every interaction meets the highest regulatory standards.

Work with a trusted team backed by the AFS Group, which completed over £1bn in financing in the last 12 months.

How it works

1. Branded Portal Access
You get a secure login to a Partner Portal branded in your firm’s colours, name & logos.

2. Get Quotes Easily
Use your login to get a quote or send a unique login to clients so they can get quotes themselves.

3. Track Everything
See all your referred quotes and their status.

4. Report on Key Metrics
Track quotes, live agreements, and total referral income.

Frequently Asked Questions

How do I become an affiliate?

Click here – fill in your details and someone will be in touch, or call us: Nottingham: +44 1156 860985 or London: +44 2038 860985.

How long will it take to get set-up?

It usually takes no more than 24–48 hours once the Affiliate Agreement has been signed.

Is there a cost to me?

No. There’s no cost to your business. You can earn referral fees for introducing customers.

How much will I earn in referrals?

You’ll receive a share of our income from every successfully activated finance agreement, as set out in the Affiliate Agreement.

Can I refer regulated and non-regulated businesses?

Yes. We’re Authorised and Regulated by the FCA, and—if you’re a member of a Professional Accountants Body—you can introduce both regulated and non-regulated customers.

When will I get paid the referral fee?

As set out in the Affiliate Agreement. Most partners choose quarterly payments, though monthly payments can be accommodated.

Call Us

Nottingham: +44 1156 860985   |   London: +44 2038 860985

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