Services
Referral Partner Program
Your clients trust you with their most important business decisions. When they outgrow QuickBooks, struggle with disconnected systems or hit the ceiling of what their current software can do — you need a partner who will protect that trust. That is where SWK comes in.
Four-time Acumatica Partner of the Year
Sage Diamond Partner
Top 5 ERP VAR nationally
Top 200 MSP in North America
CRN MSP 500 & SP 500 for 11 consecutive years
SOC 2 Type 2 certified
What you get
You make the introduction. We do the rest.
SWK brings direct and reciprocal value to referral partners — whether that means educating you on best practices you can apply with clients, providing subject matter expertise for your events or simply being the expert in the room so your client relationship grows stronger.
Subject matter expertise you can bring to clients
SWK’s team brings deep knowledge in accounting, ERP, managed IT, cybersecurity and cloud hosting. We can join client conversations, present at your events or help you educate your network — with no expectation of a deal.
Stronger client trust, built on outcomes
When you bring SWK into a client engagement, you are not just solving a software problem — you are demonstrating that you know who to call. SWK’s dedicated Customer Success practice ensures your client actually adopts the new technology, not just buys it.
Reciprocal value and shared opportunities
Partnership works both ways. SWK actively sends opportunities to our referral partners, supports your practice through introductions and can serve as a resource for your business and professional associations — speaking, presenting and educating.
How it works
Simple from day one.
SWK leads every deal from pre-sales through implementation. You stay as involved as you want — or step back entirely. Either way, your client is in expert hands and you remain their trusted advisor:
- You make an introduction — Connect SWK with a client who needs to upgrade their software or technology. That is all it takes to start.
- SWK takes the lead — An SWK Sales Executive manages all pre-sales activity, demos and discovery. We present the options and protect your client relationship throughout.
- Stay as involved as you like — Attend client meetings, join the project team or let SWK handle it end-to-end. Your call, every time.
- Your client succeeds — SWK’s Customer Success and STAT (Strategic Technologies Advisory Team) ensure your client adopts the technology and gets measurable results — so you look brilliant doing it.
What we bring to your clients
Software your clients will actually use.
SWK specializes in ERP, managed IT and cloud solutions built for growing small and mid-sized businesses across manufacturing, distribution, construction, healthcare, nonprofits and professional services.
Cloud ERP
Acumatica
A cloud-native ERP platform built for growing businesses. SWK is a four-time Acumatica Partner of the Year — the only VAR to win with a dedicated Customer Success practice.
Financial Management
Sage Intacct
The leading cloud financial management platform for mid-market companies that have outgrown entry-level accounting tools. Ideal for multi-entity and high-growth businesses.
Construction & Real Estate
Sage Intacct CRE
Purpose-built financial management for construction and real estate — job costing, project management and compliance built in from the start.
ERP
Sage 100
A proven ERP solution for manufacturers and distributors seeking modernization or ongoing support. SWK also guides migration paths to Sage Intacct or Acumatica when clients are ready.
Managed Services
Managed IT & Hosting Services
From network assurance and infrastructure to secure cloud hosting — SWK keeps clients’ systems always on, always secure and always supported.
Security & Compliance
Cybersecurity
Enterprise-grade protection at mid-market budgets — 24/7 monitoring, SOC, compliance readiness and a 2025 SOC 2 Type 2 audit your clients can trust.
Client outcomes
See what our clients say.
efore making an introduction, see how SWK has helped businesses like your clients succeed after an ERP or technology transition. Our Success in Action stories cover real customers, real challenges, and real results.
Financial compensation is available through our ERP Alliance program. For referral partners who want to formalize the relationship, SWK’s ERP Alliance program offers structured compensation for qualified introductions that close. Ask us about it when we connect.
Get started
Refer with confidence. Look brilliant doing it.
The SWK Referral Partner Program is built around a simple idea: when your clients win, you win — and we make sure both happen. By partnering with SWK, you are creating opportunities for your practice’s continued success by adding real value to your clients’ environments.
Fill out the form and a member of our business development team will reach out within one business day to explore how we can support your practice.
Your Vision. Our Technologies. Unstoppable Results.