For MSPs, IT Consultants & vCIOs
Refer the migration. Keep the client. Earn the commission.
Your clients’ accounting and ERP migrations, QuickBooks, NetSuite, Sage, Dynamics, executed end to end by the team behind 15,000+ migrations.
You make one introduction. We handle everything else, and you get paid when it closes.
Referral commission on every closed migration · Co-branded or white-label · We never sell IT services into your accounts
Sound Familiar
You’ve Seen This Ticket Before
Four moments when a client’s accounting system becomes your problem, whether you wanted it or not.
The server that won’t die
QuickBooks Desktop is the last workload keeping that 2016 server alive. The client asks you what to do about it.
The cloud project’s last mile
You’re moving everything to the cloud, and the accounting system is the one workload nobody wants to touch.
The outgrown platform
The finance team is drowning in a system they’ve outgrown, and they ask their most trusted tech advisor: you.
The merger deadline
Two clients become one company. Two charts of accounts, one go-live date, zero margin for error.
Until now you had two options: decline and watch the project walk to whoever the client finds on Google, or attempt a financial data migration in-house and own the fallout when the trial balance doesn’t tie out. This program is the third option.
Process
One Introduction. Five Steps. Zero Tickets for Your Team.
Register the referral
Submit the client through the partner form. The referral is registered to you from day one, so there’s never a question about whose deal it is.
Make the introduction
One email or one call, co-branded or under your own brand. That is the extent of your delivery obligation.
We scope
We respond within 48 hours and deliver a proposal within 5 to 7 business days. You’re cc’d as much or as little as you want.
We migrate
Standard migrations run 4 to 6 weeks; multi-entity, 6 to 10. Every migration is validated and reconciled before handoff.
You get paid
Your referral commission is triggered when the engagement closes. Structure and payment terms are in your partner agreement.
Partner Economics
Built to Pay You, Not to Compete With You
Referral commission
You earn a referral commission on every closed migration. Rates and payment terms are set out in the partner agreement when you join.
Zero delivery burden
No certifications, no minimum volume, no delivery staff, no tickets. Your team’s involvement ends at the introduction unless you want otherwise.
Stickier, bigger projects
The migration you couldn’t offer is often the blocker on projects you can: server decommissions, hosting exits, cloud consolidation. Unblock it and the rest of the engagement is yours.
What we will never do: your client stays your client. We don’t sell managed IT, help desk, infrastructure, or hosting services into referred accounts. We don’t market to your client after the migration. Every engagement is scoped to the migration you referred, and anything beyond it routes back through you.
Your Call
Your Brand On It, Or Ours. Decide Per Client.
Co-branded (default)
You introduce SaaS Direct as your migration partner and put 15,000+ migrations of track record behind your recommendation. We work directly with your client and keep you in the loop at whatever altitude you choose.
White-label
The migration runs under your brand. Your client sees your firm end to end; our team executes behind it. Available to any partner, per engagement, through our established white-label practice.
Scope
Financial Systems. That’s the Lane, and We Own It.
From (90+ source systems):
To:
We migrate accounting and ERP data. We don’t do email, file server, endpoint, or tenant migrations. That’s your business, and we’re not in it.
Fit
The Referrals That Close Fastest
- A real trigger. Server end-of-life, hosting exit, renewal deadline, merger, or a finance team that has hit the wall.
- A destination in mind, or openness to guidance. The client knows where they’re going, or wants help deciding. We can scope both.
- A bounded migration. Defined entities and data. Most engagements run 4 to 10 weeks.
- A decision-maker in the room. Owner, CFO, or controller who can sign.
Not sure it fits? Register it anyway. Scoping costs your client nothing, and a “not yet” today is a registered referral when the timing turns.
Proof
The Referral That Makes You Look Good
15,000+ migrations · 90+ source systems · Big 4 trained team
Reconciled, not just loaded
Every migration is validated before handoff: trial balance, AR and AP agings, tied out against the source system. Your recommendation is backed by a reconciliation report, not a promise.
Security your clients can audit
Controlled data access and established security protocols on every engagement. You know what your clients’ auditors will ask; we have the answers.
One accountable partner
No subcontract chains, no offshore mystery meat. One team owns the migration from scoping to sign-off, and you always know who to call.
FAQ
Common Questions
How much is the referral commission?
Who owns the client relationship?
Can the migration run under my brand?
Do I need certifications or a minimum referral volume?
What if my client doesn’t know which platform to move to?
How is my referral protected?
How long does a migration take?
What happens after the migration?
Your Next Accounting Migration Question Already Has an Answer
Apply in two minutes. We respond to every application within 48 hours, and if you have a live client deal right now, flag it and we’ll scope it in parallel with your onboarding.
48-hour response on new applications · Commission structure walked through on your intro call