Assessment firms work on the platform, accounting firms audit against live evidence, and referral partners bring us prospects. Three relationships, each with a clean boundary.
Your client relationship stays yours: you perform and issue the examination, and your fieldwork runs against live evidence organized to the Trust Services Criteria instead of screenshot archives. The client subscribes to the platform directly with Advent, which keeps the engagement structure clean for independence.
Assess clients where their evidence lives. Your assessors receive ordinary accounts inside each client's own tenant; one login switches between clients. There is no separate assessor console to learn, and machine-readable KSI evidence reduces the manual assessment workload.
Consultants and firms that send us prospects rather than working on the platform. Referred clients become Advent's direct customers, referrals carry no client access, and referral fees are set in the partner agreement.
The partner program adds no new door to the platform. Assessors and auditors use the same access model as every other user, which is exactly what your own assessment of Enablement® would want to see.
The client subscribes to the platform directly with Advent. For SOC 2 engagements the audit fee is a separate matter between the client and the CPA firm, which preserves the firm's independence as auditor.
No, never. A referred client becomes Advent's direct customer. Referral is a commercial relationship only, and that separation is enforced by the platform's data model, not by policy alone.
Yes. A firm can be a CPA firm, a C3PAO and a FedRAMP 3PAO at once, and can refer prospects besides. Clients it works with directly and clients it merely referred are kept strictly separate.
Nothing to join. Commercial terms, including any referral fees, are set in the partner agreement with each firm.
Tell us what your firm does and the clients you have in mind.