This is the agreement a referral partner accepts on their partner page. The plain-language program summary is at picotally.com/partners.
1. What this is
1.1 PicoTally runs a referral program. You share a link we give you. When a new customer creates a PicoTally account through your link and pays for the PicoTally web plan, we pay you a share of what that customer pays us, as set out in Section 4.
1.2 This is a referral arrangement, not a job. You are an independent business. Nothing in this agreement makes you our employee, agent, joint venturer or representative. You have no authority to make promises, sign anything, or incur any obligation on PicoTally's behalf, and you must not suggest otherwise.
1.3 You decide whether, when, where and how much to promote PicoTally. We set no hours, quotas or scripts, provide no equipment, and require no exclusivity. You are free to promote other products and services.
2. Who can be a Partner
2.1 You must be at least 18 years old, a resident of the United States for tax purposes, and able to enter into contracts. A business may be a Partner; the person accepting on its behalf confirms they have authority to do so.
2.2 One agreement per person or business. We may decline or remove any Partner at our discretion, including before any referral is made.
2.3 Employees of PicoTally, and businesses they control, may not be Partners.
3. Your link, and how referrals are counted
3.1 We give you a unique link in the form picotally.com/r/<code> and a private dashboard link. The dashboard link is yours to protect; anyone with it can see your numbers.
3.2 A "Referred Customer" is a PicoTally account that meets all of the following:
- (a) it was created (its first setup completed) after the visitor arrived through your link;
- (b) your link was the last partner link that visitor's browser recorded in the 90 days before the account was created;
- (c) it did not exist before, under any email address, and is not a re-registration of an existing or former customer;
- (d) it is not you, your business, or any person or business you own, control, are employed by, or share a household with.
3.3 How the counting actually works. Your link places a small record in the visitor's browser for 90 days. When an account is created in that browser, the account is labelled with your code, once, at its first setup. That label is what earns you a share. Our records of that label are the record of this agreement; your dashboard shows the same numbers we see.
3.4 App Store and Google Play subscriptions do not count. Apple and Google do not tell us which link an app install came from, so a customer who subscribes inside the iPhone or Android app cannot be credited to anyone, even if they used your link first. Your link sends phone visitors to the browser sign-up for exactly this reason.
3.5 No manual credit. We do not credit referrals that our system did not record. If a friend forgot to use your link, we cannot add them afterwards.
4. What we pay
4.1 The share. For each Referred Customer, we pay you 30% of every subscription payment PicoTally actually receives from that customer for the PicoTally web plan, for as long as that customer keeps paying, subject to this agreement.
4.2 On money received only. Your share is computed on amounts we actually receive, net of refunds, failed payments, chargebacks and reversals. A free month, a trial, a $0 invoice, or a payment later refunded earns nothing.
4.3 Hold, then payable. Each payment becomes payable to you 30 days after we receive it (the refund window). So a payment received on March 1 becomes payable on March 31.
4.4 Monthly payout, minimum $25. Once a month we pay everything that has become payable, provided the total is at least $25. Smaller balances roll over. Payment is in US dollars by bank transfer (ACH) or Zelle to the account you give us. We do not pay by PayPal or Venmo. You are responsible for keeping your payment details current; we are not responsible for payments sent to details you gave us.
4.5 Refunds after a payout. If a payment we already paid you a share of is later refunded, charged back or reversed, we deduct the corresponding share from your next payout(s). We will not ask you to send money back except in cases of fraud (Section 8).
4.6 Conditions of payment. We pay only if, at the time of payout, you (a) have accepted the current version of this agreement, (b) have given us a completed IRS Form W-9 (Section 5), and (c) are not suspended or terminated for cause. Amounts held under (a) or (b) are paid once the condition is met.
4.7 If our prices change, your 30% applies to the new price automatically.
4.8 No other compensation. The share in this Section is the only payment for anything you do under this agreement. There is no payment for time, effort, clicks, sign-ups that do not pay, or expenses.
5. Taxes
5.1 You are responsible for all taxes on amounts we pay you. We do not withhold taxes unless the law requires it.
5.2 Before your first payout you must provide a completed IRS Form W-9 (or the form we ask for). If you do not, we may withhold as the law requires or hold payment until we receive it.
5.3 We will issue any information return (such as Form 1099-NEC) that the law requires for what we pay you, to the name and taxpayer number on your form.
6. How you may promote PicoTally
6.1 Say that you are paid. Wherever you recommend PicoTally — a post, a video, a message, a conversation that leads to a sign-up — make it clear that you receive a share of what customers who use your link pay. One sentence is enough, for example: "I get a share of what PicoTally customers pay if you sign up through my link." This is required by the Federal Trade Commission's endorsement rules, and by us.
6.2 Only true things, only our things. You may describe PicoTally using what is published on picotally.com and in our app-store listings. You may not invent features, prices, guarantees, results, or timelines, and you may not say or imply anything about tax outcomes, tax filing, or accounting advice beyond what our site says.
6.3 No app-store reviews. You must not ask for, reward, or arrange App Store or Google Play ratings or reviews, for yourself or through others. Both stores forbid rewarded reviews and would penalize the app.
6.4 No bulk messaging. You must not send bulk or automated email, text messages, or calls promoting PicoTally, and you must not use purchased lists. Personal, one-to-one messages to people you know are fine.
6.5 No brand bidding or impersonation. You must not run paid ads on the names "PicoTally", "Pico Apps", or misspellings of them; register domains or social accounts that could be confused with ours; or present yourself as PicoTally.
6.6 No incentives to sign up. You must not offer customers cash, rebates, or anything of value to use your link.
6.7 No spam, no fraud, no deception, including cookie stuffing, forced clicks, hidden frames, fake accounts, or anything that creates referrals a real person did not choose to make.
6.8 Our name and logo. We give you a limited, non-exclusive, revocable permission to use the PicoTally name and the assets we provide, only to promote PicoTally under this agreement and only as we publish them. We may withdraw it at any time. You gain no rights in our marks.
7. Privacy and confidentiality
7.1 You receive no customer data. Your dashboard shows totals about your referrals and nothing about any individual customer. You must not attempt to identify Referred Customers from your numbers, or ask us to.
7.2 Customers' data is theirs. Nothing in this agreement gives you any access to, or right in, any PicoTally customer's information.
7.3 Keep your dashboard link and any non-public information we share with you confidential.
8. Ending this agreement
8.1 Either of us may end it for any reason with 30 days' written notice (email counts).
8.2 We may end it immediately if you breach Section 6 or 7, act fraudulently, harm PicoTally's reputation, or if the law requires. In that case unpaid amounts are forfeited and, in cases of fraud, we may recover amounts already paid on fraudulent referrals.
8.3 After a no-cause termination, Referred Customers recorded before the termination date keep earning you the share in Section 4 for as long as they pay, on the same terms. No new referrals are credited after that date.
8.4 If we end the program for everyone, we will give 30 days' notice, and at our choice either Section 8.3 applies to you, or we pay you the buyout described in Section 11.4, calculated to the date the program ends. That choice is ours, not automatic.
9. Changes
9.1 We may change this agreement or the share with 30 days' notice by email and on picotally.com/partners. Changes apply to Referred Customers recorded after the change takes effect. Referred Customers recorded before it keep the share in effect when they were recorded.
9.2 If you do not accept a change, you may end this agreement under Section 8.1; Section 8.3 applies.
10. Disclaimers and limits
10.1 No promises about earnings. Any example on our site is arithmetic, not a promise. Whether anyone signs up or pays is not within our control or yours.
10.2 PicoTally may change, suspend or stop any product, price, plan or feature at any time.
10.3 To the fullest extent the law allows, PicoTally is not liable to you for any indirect, consequential, special or lost-profit damages, and our total liability under this agreement is limited to the amounts payable to you under Section 4 in the 12 months before the claim.
10.4 You will indemnify PicoTally against claims, losses and costs (including reasonable attorneys' fees) arising from your promotion of PicoTally in breach of this agreement or of the law.
11. General
11.1 Governing law and venue. Texas law governs this agreement. Any dispute will be brought in the state or federal courts located in Harris County, Texas, and both of us consent to that venue. Before suing, each of us agrees to try in good faith to resolve the matter by email or a call within 30 days.
11.2 Entire agreement. This document (with the program page at picotally.com/partners as it reads on the Effective Date) is the whole agreement about the referral program and replaces any earlier discussion.
11.3 Assignment. You may not assign this agreement. We may assign it to a successor of the PicoTally business.
11.4 If PicoTally is sold. If PicoTally is sold or merged, or substantially all of its assets are transferred, we or the buyer may either continue the payments under Section 4, or end all future payments by paying you a one-time buyout equal to 12 times your average monthly share over the six full calendar months before the closing. If you have been a Partner for fewer than six full calendar months, we average over the full months you have been one. A Partner earning about $50 a month would receive about $600. The buyout is paid within 60 days of the closing, is the only amount owed to you for future payments, and ends this agreement. It does not affect amounts already payable to you under Section 4.
11.5 Notices. To you: the email you gave us. To us: support@picotally.com.
11.6 Severability; waiver. If a term is unenforceable, the rest stands. Not enforcing a term once is not a waiver.
11.7 Independent contractor, restated. You are responsible for your own taxes, insurance, licenses and business expenses. You are not entitled to employee benefits of any kind.
Acceptance
By accepting this agreement on the acceptance page, you confirm that you have read it, that you meet Section 2, and that you agree to it. We record your name, the date and time, the version accepted, and the network address used.
Version history: 1.0 — first draft, 2026-09-18. 1.1 — 2026-09-18: payment by ACH or Zelle (never PayPal/Venmo); change-of-control buyout (11.4) and the same option on program end (8.4); venue and remaining open items resolved.