Accountant Partner Programme
The WDI Billing accountant partner programme is built for practices who want to recommend software they can stand behind - not just another subscription that locks clients in and streams their data wherever the vendor pleases. If you're an accountant, bookkeeper, or adviser working with UK sole traders, self-employed clients, or small limited companies, this is a referral channel worth a proper look.
Why accountants refer WDI Billing
Most practices have seen the same pattern: a client signs up to a big-name package because it was free with their bank account, or because it was the first result in a search, and six months later they're locked into a workflow that doesn't suit them, with data scattered across a platform they don't fully control. WDI Billing takes a different starting point. Clients keep their books in Records mode day to day, move to Prepare mode when a return is due, and only reach File mode - the point where anything actually gets sent to HMRC - when they, or you, choose to press the button. Nothing streams to HMRC automatically. That's a conversation you can have confidently with a client who's nervous about handing control to software.
For an accountant partner programme, that matters commercially as well as ethically. Clients who feel in control of their own numbers are easier to onboard, easier to keep, and easier to support. And because WDI Billing exports cleanly - no proprietary lock-in, no per-invoice fees, no surprise price rises - you're not putting your professional reputation behind a tool that might change the deal later.
What the programme offers
- Referral access: recommend WDI Billing to sole trader, self-employed, and limited company clients and get them set up quickly on Making Tax Digital software that fits their filing obligations, not a one-size-fits-all package.
- Collaboration, not practice management: WDI Billing isn't trying to replace your practice management system. It's client-side accounting and invoicing software with proper adviser access built in, so you can review, prepare, and support without needing to run the whole client relationship through our platform.
- Break-glass advisor login: when a client wants your eyes on their books, they grant access on their terms rather than handing over permanent admin rights by default. Full detail on how that works is on our accounting software accountant access page.
- Clean exports: when a client's needs change, or when you need data in a specific format for year-end work, WDI Billing exports without friction. No held-hostage data, no exit fees.
- Straightforward, transparent pricing: clients see the same GBP pricing you do, with no hidden per-invoice charges. Full detail is on the pricing page.
Who this suits
The programme works well for sole practitioners and small practices advising sole traders and self-employed clients navigating Making Tax Digital for Income Tax, as well as practices supporting VAT-registered small businesses through quarterly filing. It also suits firms who look after small limited companies where MTD ITSA doesn't apply directly, but clients still want tidy, exportable books and an adviser who can see what's going on without asking for a fresh export every time.
If your client base spans different structures, that's fine - WDI Billing covers sole trader accounting software and accounting software for limited company needs from the same underlying product, so you're not managing separate recommendations for separate client types.
How referrals work
Getting started is simple: introduce a client to WDI Billing, they sign up and connect you as their adviser, and you get break-glass access to review and prepare their books alongside them - all inside a product they still own and control. There's no requirement to migrate your whole practice workflow, and no obligation beyond making the introduction where it genuinely fits a client's needs.
Join the WDI Billing partner programme
If you'd like to start referring clients, or just want to see the product from an adviser's perspective before recommending it, get in touch and try WDI Billing with a free trial account. See the full range of options from the accounting software UK hub, and find out what your clients will actually be using day to day.