To get started, register your interest with us, and we’ll email you a link to the lead registration form.
Refer new clients and get rewarded by Sage
Unlock exciting opportunities and earn generous rewards with the Sage Intacct referral network. This program is designed for non-Sage partners who generate new business opportunities that lead to additional spending with Sage.
The network is open to a wide range of businesses, including third-party software providers, managed service companies, accountants, web designers, and more. Any organisation based in the UK or Ireland can join — whether you're an existing CPiO or Sage customer or a completely new partner. Simply refer potential customers to us and start earning rewards for every successful introduction.
To make a client referral for Sage Intacct complete the dedicated Sage Referral Network form. If you would like to refer a client for Sage 200 or Sage X3, visit our Partner Programme page
Why join the Sage referral network?
No cost to join
Becoming a member is absolutely free — no fees required
Unlimited potential
Refer as many clients as you want — there’s no limit to the opportunities you can bring
Referral Rewards
Receive 20%* of the first year’s net spend for every successful referral
For a limited period. Rate will revert to 10% when offer expires
Additional Benefits
Free training resources
Access handpicked materials from Sage University to expand your expertise
Co-Branded marketing assets
Leverage professionally designed, co-branded materials to strengthen your marketing initiatives
Exclusive marketing tools
Gain access to Sage's in-house marketing tools to boost your campaigns.
How Sage Referral Network works?


Complete the lead registration form with your lead's details and submit it.

We'll reach out to your lead to complete a discovery call to understand their business and requirements.

If Sage closes a sale within 12 months of your referral, you’ll be notified. Your payment will be made within 30 days of receiving a valid invoice.

Why CPiO is your right partner?
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Sage accredited expertise
CPiO has been a trusted Sage business partner for over three decades, specialising in helping SMEs and large global organisations adopt new ERP software and processes. We provide expert training, support, and cutting-edge technical solutions.
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Expert advice & support
CPiO offers extensive industry experience and deep expertise. Our team of experts, well-versed in the latest technologies and trends, will ensure the business you refer receives top-notch, tailored solutions. All of CPiO’s support consultants are Sage accredited and renowned for their quick and accurate resolution of support issues.
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Proven track record
CPiO has a long history of successful projects and satisfied clients, demonstrating our ability to deliver high-quality results consistently.
Frequently asked questions
When will I receive my referral fee?
What can I do through Sage referral network?
The Sage referral network allows you to earn rewards by referring potential opportunities that lead to new subscriptions for Sage Intacct. There’s no limit to how many opportunities you can submit or how many times you can be rewarded—refer as many as you like and earn every time a successful referral results in a new subscription.
Will all opportunities be accepted?
Only new introductions to Sage are eligible for rewards. Each referral will undergo validation to ensure the prospective customer isn’t already involved in an existing opportunity with Sage. You’ll be notified within 10 working days to confirm whether your submission has been accepted and passed the validation checks.
Will I receive updates on my referral status?
After you submit a referral, Sage will notify you if your introduction has been accepted and validated. You’ll also be updated if the referral leads to a new subscription for Sage Intacct. If you don’t receive any updates within 12 months of submission, the opportunity was not successful.
What does validating my submission involve?
Sage will only pay commission for referrals where the prospective customer is not already in discussions about purchasing any software solution from Sage, even if it’s different from the one you referred them for. Sage will review their records to confirm whether your referral qualifies as a genuine introduction. You’ll receive written confirmation of the validation outcome within 10 working days of submission.
Contact
We'd love to hear from you
Complete the contact form, let us know the nature of your enquiry and one of the CPiO team will be in touch.