Mallow Partner Application

Mallow partners with a select group of bookkeeping and accounting firms to refer our customers to trusted professionals. Our customers are primarily marketing agencies, and we hold our partners to a high standard — we only refer businesses we'd confidently recommend to our own team.

If your firm specializes in or has significant experience working with marketing agencies, we'd love to hear from you. This application takes only a few minutes to complete. If approved, we'll be in touch to discuss next steps and finalize our partnership agreement.

Your first and last name *

Your email address *

Legal name of the business *

Where is the business located? *

URL to company website *

Business EIN *

Does the business have a valid CPA or EA license or a PTIN from the IRS? *

Yes No

Do you carry E&O (Errors & Omissions) insurance? *

Yes No

How many clients do you have? *

What percentage of your clients are marketing agencies (or similar)? *

Have you participated in referral partnerships before? *

Yes No

If requested, would you be able to provide a reference to a current client whom we could contact? *

Yes No

Attestation *

By submitting this application, I confirm that I am an authorized representative of the above business and have the authority to submit this application on its behalf. I also acknowledge that, if approved, my firm agrees in principle to enter into a referral commission arrangement with Mallow on terms to be mutually agreed upon.