TroveUniverse Partner Programme guide

The illustration: ANN & Associates, Lagos

Who should read what

Every step says who normally does it. Start with chapter 1 (everyone), then read the chapters for your role:

Contents

1. 1. The programme and who can join

   Part A: For partners. What the TroveUniverse Partner Programme is, who can join, how commission and tiers work, and where the programme is described on troveuniverse.com.

   1 step

   1. 1.1 Read about the programme on Become a partner

2. 2. Applying and accepting the Partner Terms

   Part A: For partners. Fill in the application on Become a partner, read and accept the Partner Terms, and receive the acknowledgment email.

   4 steps

   1. 2.1 Fill in the application
   2. 2.2 Read and accept the Partner Terms
   3. 2.3 Your application is sent
   4. 2.4 The acknowledgment email

3. 3. Approval email and first sign-in

   Part A: For partners. The approval email, choosing your password, signing in to the partner dashboard, and turning on two-factor authentication.

   7 steps

   1. 3.1 Open the approval email
   2. 3.2 Choose your password
   3. 3.3 Sign in
   4. 3.4 Your partner dashboard on the first day
   5. 3.5 Turn on two-factor authentication
   6. 3.6 Scan the QR code and enter the code
   7. 3.7 Save your recovery codes

4. 4. The partner dashboard

   Part A: For partners. Read the dashboard: your code and link, your tier and rolling 12-month sales, and commission earned, paid and due.

   2 steps

   1. 4.1 Code, tier, 12-month sales and commission totals
   2. 4.2 What the tier card tells you between reviews

5. 5. Tiers, reviews and worked commission

   Part A: For partners. How tier reviews move you between Bronze, Silver and Gold, with the emails you receive and worked commission figures excluding VAT.

   3 steps

   1. 5.1 Moving down to Bronze
   2. 5.2 Back to Silver
   3. 5.3 Moving up to Gold

6. 6. Your referral code, link and click tracking

   Part A: For partners. Share your code (your email) or your personal links, and follow clicks, sign-ups and paying companies.

   2 steps

   1. 6.1 Your short referral link
   2. 6.2 Follow clicks, sign-ups and paying companies

7. 7. Your clients and attribution

   Part A: For partners. See the companies attributed to you, what they pay and the commission each has earned you, and how attribution works.

   2 steps

   1. 7.1 Companies you referred, the first month
   2. 7.2 Companies you referred, September

8. 8. The practice hub: working in your clients' apps

   Part A: For partners. Open BookTrove, PayTrove, AuditTrove or SQMTrove of a client who invited you, with single sign-on and the role the client gave you.

   2 steps

   1. 8.1 An invitation not yet accepted
   2. 8.2 Open a client's app

9. 9. Bank details, payouts and withholding tax

   Part A: For partners. Add your bank account and tax details, understand payouts with WHT deducted, and download the WHT credit note for each payout.

   6 steps

   1. 9.1 Add your bank account
   2. 9.2 Bank details saved
   3. 9.3 Record your tax type and TIN
   4. 9.4 The payout email
   5. 9.5 Your payouts and WHT
   6. 9.6 The WHT credit note

10. 10. Sales by month and printing a statement

    Part A: For partners. Read sales and commission by month, print a statement for any period, and see a refund reversal on a statement.

    3 steps

    1. 10.1 Sales and commission by month
    2. 10.2 Print a statement
    3. 10.3 A refund on the statement

11. 11. Your directory profile and enquiries

    Part A: For partners. List your firm in Find an accountant, see how businesses find and contact you, and what happens if TroveUniverse hides a listing.

    5 steps

    1. 11.1 List your firm
    2. 11.2 How businesses find you
    3. 11.3 A business sends a message
    4. 11.4 The enquiry email
    5. 11.5 If TroveUniverse hides your listing

12. 12. Marketing kit, your terms and your own company

    Part A: For partners. Download presentations, one-pagers and logos; read the terms you accepted; create your own company account.

    3 steps

    1. 12.1 Download the marketing kit
    2. 12.2 The Partner Terms you accepted
    3. 12.3 Create your own company account

13. 13. For customers: entering a partner code

    Part B: For customers. How a customer gives the partner who referred it: at sign-up (typed, from a share link or a short link) or at the first checkout.

    6 steps

    1. 13.1 Sign up with a partner's share link
    2. 13.2 Sign up after following a short link
    3. 13.3 Confirm your email address
    4. 13.4 Give the code at the first checkout
    5. 13.5 Your partner on the Billing page
    6. 13.6 The same line for Savannah Harvest

14. 14. Who runs the programme, and its settings

    Part C: For TroveUniverse staff. Give staff the Partner Programme permissions, and set tiers, rates, thresholds, the starting tier, the review frequency, WHT rates and the on/off switch.

    2 steps

    1. 14.1 A staff role for the programme
    2. 14.2 Programme settings

15. 15. Publishing the Partner Terms

    Part C: For TroveUniverse staff. The programme opens only when the Partner Terms page is published: complete the draft and publish it in Settings → Pages.

    4 steps

    1. 15.1 Before publishing: the programme is closed
    2. 15.2 Open the draft terms
    3. 15.3 Publish the terms
    4. 15.4 Check the programme is open

16. 16. Applications: approve or decline

    Part C: For TroveUniverse staff. Review applications, approve (a partner login is created or an existing login linked) or decline with a note.

    5 steps

    1. 16.1 Applications waiting for a decision
    2. 16.2 Review an application
    3. 16.3 Approve
    4. 16.4 Decline
    5. 16.5 The decline email

17. 17. Partners, status changes and overrides

    Part C: For TroveUniverse staff. The partners list, a partner's record, viewing bank details for a transfer, suspending or ending a partnership, and overriding a tier or rate.

    6 steps

    1. 17.1 The partners list
    2. 17.2 A partner's record
    3. 17.3 Tier history
    4. 17.4 Show bank details for a transfer
    5. 17.5 Suspend, reinstate or end a partnership
    6. 17.6 Override a tier or rate

18. 18. Attribution changes

    Part C: For TroveUniverse staff. Attribute a company to a partner, change or remove an attribution, with a recorded reason.

    2 steps

    1. 18.1 Find the company
    2. 18.2 Choose the partner and give the reason

19. 19. Payments, refunds and commission

    Part C: For TroveUniverse staff. Commission is written when a payment is recorded; a refund or a payment recorded in error reverses it in proportion.

    3 steps

    1. 19.1 Record a bank transfer
    2. 19.2 Refund a paid invoice
    3. 19.3 The result

20. 20. Tier reviews

    Part C: For TroveUniverse staff. Automatic reviews in the hourly billing run, and Recalculate now.

    2 steps

    1. 20.1 The review list
    2. 20.2 Recalculate now

21. 21. Payouts and withholding tax

    Part C: For TroveUniverse staff. See commission due for a period, record a payout (WHT deducted automatically), keep the WHT schedule and record remittances.

    5 steps

    1. 21.1 Commission due for a period
    2. 21.2 Record the payout
    3. 21.3 The WHT schedule
    4. 21.4 Record a WHT remittance
    5. 21.5 The WHT schedule as CSV

22. 22. Reconciliation and reports

    Part C: For TroveUniverse staff. Reconcile commission with payments for a period, print or download it, and follow referral funnels.

    4 steps

    1. 22.1 Reconciliation for a period
    2. 22.2 The print view
    3. 22.3 The reconciliation CSV
    4. 22.4 Referral funnels for all partners

23. 23. Directory moderation and the marketing kit

    Part C: For TroveUniverse staff. Hide or show a partner's directory listing, and manage the marketing kit files.

    4 steps

    1. 23.1 Hide a listing
    2. 23.2 The directory list
    3. 23.3 Upload a kit file
    4. 23.4 Manage the kit

Also in this guide

• About this guide
• What's new in September 2026
• The programme at a glance
• Use cases: where to find them
• Programme rules at a glance
• Who can do what
• Index of features
• Frequently asked questions
• Glossary