What is revenue share for fiduciary firms
Revenue share is a partnership model in which the fiduciary firm receives a recurring portion of the revenue generated by clients it introduces to the accounting platform. Unlike one-off commissions, this approach creates a passive income stream that grows in proportion to the number of active clients.
For Swiss fiduciary firms, revenue sharing represents a strategic opportunity: the digital transition is already underway and clients are actively seeking modern solutions for their accounting needs. Rather than passively enduring this change, fiduciaries can lead it — and profit from it.
With AccountEX, the revenue share programme is designed specifically for fiduciary firms that want to position themselves as technology partners for their clients, maintaining the advisory relationship while adding a passive income component to their business model.
The revenue share model
AccountEX's revenue share works on a simple principle: every client that the fiduciary introduces and onboards onto the platform generates recurring monthly revenue, a percentage of which is paid to the partner firm.
The revenue share percentage is calculated on the monthly subscription paid by the client. There are no hidden costs and no upfront investment required from the fiduciary — earnings are directly proportional to the value actually generated.
This model aligns the interests of every party involved: the fiduciary is incentivised to provide the best possible onboarding, the client receives qualified support during the digital transition, and the platform grows through well-supported, satisfied users.
Revenue share is paid for the entire duration of the client's subscription. The longer the client stays active, the more the fiduciary earns — a natural incentive to deliver quality support.
How it works in practice
The revenue share activation process is structured in five clear phases, from partner registration to collecting recurring commissions.
Partner registration
The fiduciary firm signs up for the AccountEX partner programme. The process is fast and requires no upfront investment. A unique partner code is provided to track introduced clients.
Client introduction
The fiduciary presents AccountEX to its clients as a digital accounting solution. It can use marketing materials provided by the platform or integrate the proposal into its own advisory offering.
Assisted onboarding
The fiduciary guides clients through platform activation — configuring the chart of accounts, importing existing data, and training staff. This step strengthens the adviser-client relationship.
Monitoring and support
Through the partner dashboard, the fiduciary monitors each client's activation status and platform usage. It can proactively intervene to resolve questions and maximise adoption.
Revenue share collection
Each month, the fiduciary receives its revenue share calculated on the active subscriptions of introduced clients. Payment is automatic and transparent, with detailed reporting available in the dashboard.
Benefits for the fiduciary
The revenue share programme offers fiduciary firms multiple advantages that go well beyond financial gain, strengthening market positioning and client relationships.
Recurring passive income
Every active client generates a predictable monthly cash flow. Over time, the portfolio of clients on the platform builds significant cumulative income with no additional effort.
Client retention
By guiding clients through digitalisation, the fiduciary becomes an indispensable partner. The technology bond adds to the advisory relationship, drastically reducing churn risk.
Innovative positioning
Fiduciary firms offering digital solutions stand out as modern, forward-thinking practices — attracting younger clients and technology-oriented businesses.
Reduced operational burden
When clients adopt digital accounting tools, document collection and manual data entry drop significantly, freeing time for higher-value advisory activities.
No upfront investment
The programme requires no membership fees, licence purchases, or technology infrastructure. The fiduciary earns solely based on the results achieved.
Scalable model
There is no limit to the number of clients a fiduciary can introduce. The model scales linearly: more active clients mean more revenue share, without a proportional cost increase.
Benefits for the client
End clients also enjoy tangible benefits from being guided onto the platform by their trusted fiduciary firm.
- Access to modern accounting tools with personalised support from their own fiduciary, eliminating the learning curve typical of self-directed technology adoption.
- Reduced administrative costs through automation of electronic invoicing, bank reconciliation, and document management — with tangible savings from the very first month.
- Real-time collaboration with the fiduciary: document sharing, report access, and integrated communication in the same platform, without endless emails and phone calls.
- Guaranteed regulatory compliance: the platform stays up to date with Swiss regulations (VAT, QR-invoice, electronic archiving) and the fiduciary oversees correct application.
- Improved financial visibility with intuitive dashboards, automated reports, and access to up-to-date accounting data at any time — for better-informed business decisions.
Partnership model comparison
Several collaboration models exist between fiduciary firms and software providers. Here is how revenue share compares with the most common alternatives.
| Model | Revenue | Effort | Scalability |
|---|---|---|---|
| Revenue Share | Recurring, grows over time | Medium (onboarding + support) | High — scales with portfolio |
| Referral (introduction) | One-off per client | Low (referral only) | Low — no recurring income |
| White-label | Margin on resale | High (full management) | Medium — requires internal resources |
| Licence resale | Fixed margin per licence | Medium (sales + L1 support) | Medium — tied to sales volume |
How to get started
Starting a revenue share partnership with AccountEX is straightforward and takes just a few steps. Here is the roadmap to begin earning from your clients' digital transition.
Apply for programme access
Complete the application form on the AccountEX website or contact the partnerships team. You will receive full programme details and conditions specific to your firm.
Set up the partner dashboard
Once approved, access the partner dashboard where you can generate your referral code, monitor clients, and review reports on accrued revenue share.
Identify target clients
Analyse your client portfolio and identify those who would benefit most from accounting digitalisation: growing SMEs, startups, and professionals with high document volumes.
Launch first onboardings
Start with 3–5 pilot clients to refine your onboarding process. Use the training materials provided and tailor the approach to each client's specific needs.
Scale progressively
Once the process is consolidated, extend the offering to your entire portfolio. Integrate the AccountEX proposal into your standard advisory offering and new-client onboarding materials.
Practical tips
- Start with the most tech-savvy clients: early adopters' success will generate positive word of mouth and make subsequent conversions easier.
- Offer a free training session as an incentive: clients who immediately understand the platform's value have significantly higher adoption and retention rates.
- Integrate the AccountEX proposal into the annual advisory cycle — for example, during the accounting process review or mandate renewal.
- Use partner dashboard reports to identify clients with low usage and intervene proactively — an active client generates more value for everyone.
- Document the concrete savings achieved by early clients (hours saved, errors reduced, closing times) and use them as case studies with prospects.
- Treat revenue share as an integral part of your business model, not a side activity: dedicate time and resources to acquisition and client support.
- Attend partner programme webinars and updates: the best-informed fiduciary firms convert more clients and generate fewer support requests.
Simplify your Swiss accounting
AccountEX handles VAT, QR-invoices and bookings with AI. Start for free.
Start Free