Referral Partner Agreement

Decision required before this agreement is used

There is a version of this programme that carries almost none of the legal risk this agreement is built to manage: a 10% client-side discount instead of a partner commission.

"Introduced by your accountant? 10% off for your first 12 months." Nobody is paid to influence anyone, so the fiduciary relationship that drives the whole of clause 5 does not arise, the Bribery Act analysis falls away, and the professional-body consent machinery — which is the reason this agreement is as long as it is — becomes unnecessary. It is frequently the better sales tool, because the accountant presents it as a benefit they secured for their client rather than a payment they receive for the introduction, and several ICAEW firms will only participate on that basis anyway.

The economics are close: 10% off the subscription costs £2.40 a month in forgone revenue — £28.80 over the year — against the same amount (or £34.56, once VAT is added for a VAT-registered partner — see clause 7.6) paid out. If the channel works either way, the discount model removes the single largest legal risk in the programme. Take that decision before this agreement goes to a solicitor, because it determines whether most of it is needed at all.

Date: .........................................................

Between:

(1) POCKET DOCKET LTD, a company registered in Northern Ireland with company number NI742827, whose registered office is at 137 York Road, Belfast, BT15 3GZ ("we", "us", "Pocket Docket"); and

(2) ......................................................... , company / LLP number ......................... , whose registered office is at ......................................................... ("you", "the Partner").

What this agreement is, in one paragraph

You introduce businesses to Pocket Docket. We pay you 10% of what they pay us for their first twelve months. You do not resell Pocket Docket, you hold no licence, you carry nothing on your own account, and no client data passes through you. Because your clients trust you to advise them impartially, the whole of this agreement turns on one thing: your client must know about the commission, in writing, before they subscribe, and must agree that you keep it. If they do not, no commission is payable. That is not a penalty — it is how the law now works, and clause 5 explains why.

1. Definitions

Agreement — this document and its Schedules.

Attribution Window — 90 days from the date an Introduction is validly recorded under clause 4.

Commission — the amount calculated under clause 6.

Commission Period — the 12 months beginning on the date an Introduced Customer's subscription first starts. It runs from that date and is never extended, paused or restarted by any cancellation, suspension, plan change or later resubscription.

Consent Notice — the Client Disclosure and Consent Notice at Schedule 2, or another form giving the client no less information.

Introduced Customer — a business that subscribes to the Service following a valid Introduction by you, and which is not excluded by clause 4.5.

Introduction — you telling a business about the Service and giving them your Partner Code or referral link. It does not include negotiating anything.

Partner Code — the unique code we issue to you under clause 3.4. It is issued by us. You do not choose it.

Partner Records — the Partner Code, Partner Statements and Consent Notice we issue to you, and the consent records you send back to us. These are exchanged by email with contracts@pocketdocket.co.uk today; we will move them to an online partner area and will tell you when we do.

Partner Statement — the monthly statement described at clause 6.7.

Pre-existing Customer — as defined at clause 4.5.

Service — Pocket Docket, our subscription software product.

2. Appointment

2.1 We appoint you, and you agree to act, as a non-exclusive referral partner for the Service.

2.2 The appointment is non-exclusive both ways. We may sell direct, appoint any number of other partners, and sell to your clients ourselves. You are free to recommend any product you consider right for your client, including products that compete with ours, and nothing in this Agreement restricts that. We will never ask you for exclusivity — see clause 12.3.

2.3 You make introductions. You do not sell, and you do not negotiate. You have:

(a) no authority to negotiate any term of any subscription; (b) no authority to bind us to anything, or to make any representation, warranty or commitment on our behalf; (c) no continuing authority of any kind; and (d) no right to accept money for us, hold anything for us, or hold yourself out as our agent, reseller, distributor or representative.

2.4 This Agreement does not create a partnership, joint venture, franchise, agency or employment relationship between us.

3. Before you make any introduction

3.1 You may not make any Introduction until all of the following have happened:

(a) you have signed this Agreement; (b) you have completed our partner due diligence record and given us the information it asks for, including your professional body and membership number; (c) you have signed the anti-bribery declaration in that record; and (d) we have issued you a Partner Code.

3.2 You warrant, on signing and continuously afterwards, that:

(a) you are properly constituted and in good standing with every professional body of which you or any of your principals is a member, and you will tell us immediately if that ceases to be true or if you or any principal becomes subject to any disciplinary finding, sanction or investigation; (b) you will comply at all times with the rules of every such body, including the ICAEW Code of Ethics (ss.330.12 A1–330.14 A1), the ACCA Code of Ethics and Conduct and Designated Professional Body Regulations, the ICAS Code of Ethics, the CIOT/ATT Professional Rules and Practice Guidelines (in particular PRPG 8.3), and the AAT Code of Professional Ethics, as applicable to you; (c) you will comply with the Bribery Act 2010 and with our Anti-Bribery and Corruption Policy; and (d) nothing you do under this Agreement will breach any duty you owe to any of your clients.

3.3 You will not describe the Service, its price, its capabilities or its terms otherwise than in accordance with the approved copy at Schedule 5, and you will not make any representation, warranty or promise about the Service that we have not given.

3.4 Partner Codes. We issue your Partner Code. You may not choose it, change it, share it, or issue sub-codes. A referral value we do not recognise is discarded and logged. It is not recorded as an attribution and no Commission arises from it.

4. Attribution — how we decide whose customer it is

4.1 An Introduction is validly recorded when a business reaches our signup flow carrying your Partner Code, or names you in the "were you introduced?" question at signup.

4.2 Attribution Window. Commission is payable only where the business subscribes within 90 days of the Introduction being validly recorded.

4.3 Where two partners claim the same customer, the first validly recorded Partner Code wins — except that where the customer's own answer at signup names a different partner, the customer's answer wins.

4.4 Attribution disputes consume disproportionate time and are rarely resolvable on evidence, so: our determination on attribution is final and binding, made in good faith, following a single internal review on request. There is no further dispute process, and we are not obliged to disclose the records of other partners.

4.5 Pre-existing Customers — no Commission is payable where, at the date of the Introduction, the business:

(a) was already a subscriber; (b) had, within the preceding 90 days, registered for a trial, submitted an enquiry, or was recorded in our records as an active prospect; (c) had previously been a subscriber at any time; or (d) is you, a group company of yours, or a person connected with you or any of your principals.

Our records are conclusive evidence of whether (a) to (c) applies.

4.6 One subscription, one customer. Where a client of yours has several businesses, Commission is calculated per subscribing entity, not per client relationship.

5. Disclosure and consent — the condition on which everything else depends

This clause is the point of the agreement. Please read it properly.

5.1 The condition precedent. No Commission is payable in respect of any Introduced Customer unless and until, before that Introduced Customer enters into a subscription with us, you have:

(a) given that customer the Consent Notice at Schedule 2, completed; (b) obtained and recorded that customer's fully informed written consent to you receiving and retaining the Commission; and (c) delivered a copy of, or a signed confirmation of, that consent to us at contracts@pocketdocket.co.uk.

If any part of clause 5.1 is not satisfied, no Commission ever becomes due. This is a condition of payment, not a promise you make to us — so the consequence of missing it is that we do not pay, rather than that we pay and then pursue you.

5.2 What "fully informed" means. The customer must be told, before they commit:

(a) that you will be paid by us for the introduction; (b) how much — 10% of what they pay us, which is £2.40 a month at today's price; (c) for how long — their first 12 months, £28.80 in total at today's price; (d) that you will keep it, rather than credit it against your fees, and that they agree to that; (e) that they are free to decline, to choose a different product, or to ask you to rebate or decline the Commission; and (f) what other financial interest, if any, you have in Pocket Docket.

5.3 Your further undertakings. You will:

(a) comply with every disclosure, consent, client money and reporting requirement your own professional body imposes, including any requirement to notify the client in writing of amounts actually received and to obtain written consent to retain them; (b) not represent that your recommendation is independent of the Commission, and be able to justify your recommendation by reasons other than the Commission; (c) retain records of each Consent Notice for not less than six years; and (d) tell your client, and us, if you would prefer the Commission to be rebated to the client instead, in which case clause 6.9 applies.

5.4 Anti-avoidance. You will not describe the Commission to any client, or to anyone else, as a discount, rebate, administration fee, software support fee, marketing allowance or anything other than a commission paid by Pocket Docket for an introduction.

5.5 Audit and verification. On 10 business days' notice, and not more than twice in any 12 months, we may require you to produce evidence of consent for any Introduced Customer. Failure to produce it within 10 business days is a material breach and entitles us to withhold and claw back all Commission for that customer, and to suspend or terminate under clause 11.

5.6 We may ask the customer. We may contact any Introduced Customer directly to confirm they were told about the Commission before they subscribed, and we ask every customer arriving with a Partner Code to confirm it at signup. This is not a check on your honesty. The law makes us directly liable to your client if consent was not properly obtained, so verification protects both of us.

5.7 Indemnity. You will indemnify us against all losses, liabilities, costs and expenses (including reasonable legal costs) arising out of any claim by an Introduced Customer, by any professional body, or by any regulator, relating to your failure to disclose the Commission or to obtain fully informed consent, or to any breach of clauses 3.2, 5 or 9.

6. Commission

6.1 The rate. 10% of the subscription fees actually received and retained by us from an Introduced Customer during their Commission Period.

6.2 Actually received and retained. Commission accrues only on money we have actually received and kept. It does not accrue on unpaid invoices, on amounts later refunded, charged back, written off or reversed, or on any period covered by a free trial or a credit.

6.3 Plan changes and price changes. Because Commission is a percentage of what is actually paid, it moves with the subscription. Upgrades increase it; downgrades reduce it. We may change our prices at any time and have no liability to you for doing so.

6.4 Cancellation and return. If an Introduced Customer cancels and later resubscribes, Commission resumes only if the original Commission Period has not expired. The Commission Period runs from the first subscription start date and is not extended, paused or restarted.

6.5 Holdback, clawback and set-off. Commission is held for 30 days before it becomes payable. Where Commission has been paid on any amount later refunded, charged back or written off, it is repayable on demand and may be set off against any future Commission, at any time within 90 days of the refund, chargeback or write-off. Set-off is our primary remedy and you agree we may use it without further notice.

6.6 Minimum payout. No payment is made until accrued Commission exceeds £25. Below that it rolls forward. Balances under £25 lapse 12 months after this Agreement ends.

6.7 Partner Statements. We will provide you with a monthly statement, itemised by customer, showing for each Introduced Customer: the customer name, the plan, the gross subscription amount received, the rate, the Commission amount, and the cumulative total for the Commission Period to date.

This statement is provided so that you can meet your own professional obligations — in particular any requirement to notify your client in writing of the amounts you have actually received, and any annual reporting duty. Please use it for that.

6.8 Changing the rate. We may change the Commission rate on 60 days' written notice. A new rate applies only to Introductions made after the effective date. Every Introduced Customer already introduced keeps the rate that applied when they were introduced, for the remainder of their Commission Period.

6.9 The rebate option. If you tell us you would prefer the Commission to go to your client instead, we will apply an equivalent discount to that client's subscription and no Commission is payable to you. You may elect this per client or for all of your clients.

7. Invoicing, VAT and tax

7.1 Self-billing. We operate self-billing under HMRC Notice 700/62. We raise the invoice on your behalf from the Partner Statement. You will not raise your own invoices for Commission. The self-billing agreement is at Schedule 3 and must be signed before any payment is made.

7.2 Payment terms. We pay Commission monthly in arrears, within 15 days of the Partner Statement date, by bank transfer to the account in your due diligence record, subject to clauses 6.5 and 6.6.

7.3 VAT. Commission is stated exclusive of VAT. Where you are registered for VAT, we will pay VAT in addition at the applicable rate against a valid self-billed VAT invoice.

7.4 You will tell us immediately of any change to your VAT registration status or VAT registration number, and of any change to your bank details (which we will verify independently before using).

7.5 Your own taxes. You are responsible for accounting for all income tax, corporation tax, national insurance and VAT on Commission you receive. We make no deduction or withholding.

7.6 (Internal note, not a term.) Pocket Docket is not currently VAT-registered and therefore cannot recover the VAT charged by a VAT-registered partner. The true channel cost is £2.88 per customer per month, not £2.40, until registration. Model it at £2.88. On registration the VAT becomes recoverable and the cost drops back.

7.7 We keep a record of all payments made under this Agreement. (HMRC has power under s.16 Taxes Management Act 1970 to require a return of payments made for services to persons not employed.)

8. Brand and marketing

8.1 The licence. We grant you a limited, revocable, non-exclusive, non-transferable, royalty-free licence to use the Pocket Docket name and logo solely to identify yourself as a Pocket Docket referral partner, and strictly in accordance with the brand guidelines at Schedule 5.

8.2 You will not:

(a) register, or attempt to register, any trade mark, business name or domain name containing "Pocket Docket" or anything confusingly similar; (b) bid on "Pocket Docket" or any confusingly similar term as a paid-search keyword; (c) hold yourself out as a partner, reseller, distributor, agent, certified or accredited provider, or as endorsed by us beyond the description "referral partner"; or (d) use our name or logo in any way that implies we stand behind any advice you give.

8.3 Approved copy. We supply approved marketing copy at Schedule 5. Anything materially different needs our written approval first, which we will not unreasonably withhold or delay.

8.4 On termination the licence ends automatically and you will remove all references to Pocket Docket from your website, materials and communications within 14 days.

9. Data protection

9.1 The route we prefer, and why. Please do not send us your clients' details. Send your client our link. Where the client comes to us themselves, no personal data passes between us at all, and the whole of clause 9.2 is unnecessary. It is simpler for you, it avoids any question about your duty of confidentiality, and it avoids the marketing-consent problem in clause 9.3.

9.2 Where you do pass us a client's details, we are independent controllers of that data. Neither of us is the other's processor. You warrant that:

(a) you have the client's specific, informed consent to disclose their details to us and to us contacting them about the Service, recorded in the Consent Notice; (b) that disclosure does not breach your professional duty of confidentiality; and (c) you will tell us immediately if the client withdraws that consent.

We will provide the client with the information required by UK GDPR Article 14 within one month, or at our first communication with them if earlier.

9.3 A trap worth naming. Under PECR, sole traders and unincorporated English, Welsh and Northern Irish partnerships are "individual subscribers", and marketing email to them requires consent. The "soft opt-in" is not available to us for a list you have supplied, because we did not obtain those details in the course of a sale or negotiation with that person. So for those clients, your client's actual consent is the only lawful basis on which we can email them — which is why clause 9.2(a) is a warranty rather than a courtesy.

9.4 Mutual obligations. Each of us is responsible for our own compliance. Each of us will assist the other with any data subject request relating to shared data within 5 business days, and will notify the other of any personal data breach affecting shared data within 24 hours of becoming aware of it.

9.5 We will not tell you anything about an Introduced Customer's use of the Service, beyond what appears on the Partner Statement, without that customer's consent.

10. Warranties, liability and regulatory position

10.1 Regulatory. You acknowledge that the Service does not comprise, and we do not provide, any regulated activity within the meaning of the Financial Services and Markets Act 2000. You will not describe the Service as regulated, and you will not make any introduction to any provider of credit, payment services, insurance or investments in connection with this Agreement.

10.2 Liability we never limit. Nothing in this Agreement excludes or limits either party's liability for:

(a) death or personal injury caused by negligence; (b) fraud or fraudulent misrepresentation; or (c) anything that cannot lawfully be excluded or limited.

10.3 Liability that is not capped. The cap in clause 10.5 does not apply to your liability under:

(a) the indemnity at clause 5.7; (b) any breach of clause 3.2, clause 5 (disclosure and consent) or clause 5.4 (anti-avoidance); (c) any breach of the Bribery Act obligations at clause 3.2(c); (d) any breach of the data protection warranties at clause 9.2; or (e) any breach of the brand licence at clause 8.

These are the liabilities that matter and they are deliberately uncapped.

10.4 Losses neither of us can recover. Subject to clause 10.2, neither party is liable to the other for loss of profit, loss of revenue, loss of business, loss of goodwill or reputation, or loss of anticipated savings, in each case whether direct or indirect.

10.5 The cap. Subject to clauses 10.2 and 10.3, our total aggregate liability to you arising out of or in connection with this Agreement, whether in contract, tort (including negligence), breach of statutory duty, restitution, under any indemnity, or otherwise, is limited to the greater of £1,000 and the total Commission actually paid to you in the 12 months immediately preceding the first event giving rise to the claim. This is a single aggregate cap, not a cap per claim.

11. Term, suspension and termination

11.1 Term. This Agreement starts on the date above and continues month to month until terminated. It is not for a fixed term.

11.2 Termination for convenience. Either party may terminate on 30 days' written notice, for any reason or none.

11.3 Suspension. We may suspend your Partner Code and withhold Commission pending investigation of any suspected breach, on notice to you setting out what we are investigating. We will conclude the investigation without undue delay. Suspension is not termination, and if the concern is not made out we release the withheld Commission in full.

11.4 Termination for cause, with immediate effect, if:

(a) you are in material breach and either it cannot be put right or you have not put it right within 14 days of us asking; (b) you breach clause 3.2, clause 5, clause 5.4, clause 8 or clause 9.2; (c) you or any principal ceases to be a member of, or is sanctioned by, any professional body; (d) you become insolvent, or cease or threaten to cease to carry on business; (e) there is a change of control of your firm; or (f) you do anything that in our reasonable opinion damages our reputation or that of the Service.

11.5 After termination — the tail. Where this Agreement ends other than under clause 11.4, Commission continues to accrue and be paid for the remainder of each existing Introduced Customer's Commission Period, on the same terms.

Where it ends under clause 11.4, all entitlement to Commission ceases immediately, including on existing Introduced Customers, and we may claw back Commission paid in the preceding 12 months in respect of any customer affected by the breach.

11.6 For the avoidance of doubt, no Commission is payable in respect of any customer introduced after the termination date, and none is payable on any renewal or subsequent subscription beyond the original Commission Period.

11.7 Non-solicitation. For 12 months after termination, neither party will knowingly solicit the other's employees or contractors, and you will not induce any Introduced Customer to terminate their subscription in favour of a competing product in which you have a financial interest.

Nothing in this clause restricts you from advising your own client on what software to use. Such a restriction would conflict with your professional duty of objectivity and we do not seek one.

11.8 Clauses 1, 5.3(c), 5.5, 5.7, 6.5, 7.5, 8.4, 9, 10, 11.5–11.8 and 12 survive termination.

12. General

12.1 Changes. We may amend this Agreement on 30 days' written notice. If you do not accept the change, your sole remedy is to terminate under clause 11.2 before it takes effect. Clause 6.8 governs changes to the Commission rate.

12.2 Assignment. You may not assign or novate this Agreement without our prior written consent, which we will not unreasonably withhold where the successor signs our then-current form of agreement and completes due diligence. We may assign on notice.

12.3 No exclusivity, ever. We record expressly that we will not seek exclusivity from you, and that you remain free at all times to recommend any product to any client.

12.4 Independent contractor. Nothing here makes either of us the other's employee, worker, partner or agent.

12.5 Entire agreement. This Agreement and its Schedules are the whole agreement between us about the referral programme and replace anything said or written before it — including anything on our website. Neither of us relies on any statement not set out here. This does not limit liability for fraudulent misrepresentation.

12.6 Third party rights. Nobody other than the parties may enforce this Agreement.

12.7 Notices. In writing, by email to the addresses in the due diligence record, deemed received on the next business day.

12.8 Severance. If any provision is unenforceable, the rest continues.

12.9 Governing law. English law, and the exclusive jurisdiction of the English courts.

Signed for and on behalf of Pocket Docket Ltd: ......................................... Date: .................

Signed for and on behalf of the Partner: ......................................... Date: .................

Schedule 1 — Commission terms and worked examples


Rate	10% of subscription fees actually received and retained
Base	The Introduced Customer's subscription fee actually paid, net of VAT. Currently £24/month
Commission Period	12 months from first subscription start date
Attribution Window	90 days from the Introduction being validly recorded
Holdback	30 days
Clawback window	90 days from any refund, chargeback or write-off
Minimum payout	£25
VAT	Exclusive; added where the Partner is VAT-registered
Payment	Monthly in arrears, within 15 days of the Partner Statement, by self-billed invoice

Example 1 — the straightforward case. You introduce a client on 1 March. They subscribe on 20 March (inside the 90-day window), start their 14 free days, and are first charged £24 on 3 April. Commission accrues at £2.40 a month. Their Commission Period runs to 19 March the following year. Total Commission if they stay: £28.80, plus VAT if you are registered.

Example 2 — they cancel and come back. Same client cancels in June and resubscribes in September. Commission stops in June and resumes in September, but the Commission Period still ends on 19 March. You receive Commission for the months they actually paid, not twelve months from the restart.

Example 3 — a refund. A client pays in May and we refund it in June under the money-back guarantee. The commission for May is repayable and we set it off against your June payment.

Example 4 — below the minimum. You have one Introduced Customer. Commission accrues at £2.40 a month and rolls forward. The balance passes the £25 minimum in the eleventh month, and the remainder is paid when the Commission Period ends.

Read Example 4 before you decide whether to run this programme. At £2.40 a month, a partner who introduces one customer is paid twice, both times near the end of that customer's first year. The £25 minimum delays almost every single-customer payout to the final two months. Either lower the minimum, pay annually in arrears by default, or accept it — but do not leave it unexamined, because a partner who reads this schedule carefully will notice before they sign.

Example 5 — a rate change. We give 60 days' notice in July that the rate falls to 8% from 1 October. Every customer you introduced before 1 October keeps 10% for the rest of their Commission Period. Customers introduced from 1 October earn 8%.

Schedule 2 — Client Disclosure and Consent Notice

Set out in full in the separate document of that name, which forms part of this Agreement. The current version is published at /legal/referral-disclosure. Use the current version.

Schedule 3 — Self-billing agreement

Between Pocket Docket Ltd (the customer) and the Partner (the supplier), under HMRC Notice 700/62.

We will issue self-billed invoices for all Commission supplied by you under the Referral Partner Agreement, for a period of 12 months from the date below, renewable.
We will complete each self-billed invoice with all the details of a full VAT invoice, and will send you a copy.
You agree not to raise sales invoices for Commission for the transactions covered by this agreement.
You will notify us immediately if you change your VAT registration number, cease to be VAT-registered, or transfer your business as a going concern.
We will inform you if we outsource the self-billing process to a third party.
This agreement is reviewed and renewed at least every 12 months. Either party may terminate it on written notice, after which normal invoicing applies.

Partner VAT number: ......................................... VAT registered: Yes / No

Signed (Partner): ......................................... Date: .................

Signed (Pocket Docket Ltd): ......................................... Date: .................

Schedule 4 — Data protection (independent controllers)

Roles. In respect of any personal data shared between the parties under this Agreement, each party acts as an independent controller. Neither is a processor of the other, and neither determines the purposes or means of the other's processing.

Categories. Partner contact data (name, business email, telephone, role) shared by the Partner with Pocket Docket; and, only where clause 9.2 applies, Introduced Customer contact data (name, business name, email, telephone).

Compliance. Each party will comply with UK data protection law in respect of its own processing, will process shared data only for the purposes of this Agreement, and will maintain appropriate technical and organisational measures.

Lawful basis. Pocket Docket relies on Article 6(1)(b) for administering the partner relationship and Article 6(1)(f) for partner communications. Where clause 9.2 applies, the Partner is responsible for having a lawful basis to disclose, and warrants that basis is the client's specific informed consent.

Transparency. Pocket Docket will provide Article 14 information to any Introduced Customer whose details it receives from the Partner, within one month or at first contact if earlier.

Data subject requests. Each party will notify the other of any request relating to shared data and provide reasonable assistance within 5 business days.

Breach. Each party will notify the other of any personal data breach affecting shared data within 24 hours of becoming aware, with enough detail for the other to meet its own obligations.

Retention. Each party retains shared data only as long as necessary for the purposes of this Agreement and its own legal obligations.

Suppression. Pocket Docket maintains a suppression list for anyone who objects to being contacted, and will honour objections immediately.

Sharing back. Pocket Docket will not disclose to the Partner any information about an Introduced Customer's use of the Service beyond the Partner Statement, without that customer's consent.

Schedule 5 — Brand guidelines and approved copy

Permitted description

You may describe yourself as:

"a Pocket Docket referral partner"

You may not describe yourself as a partner (unqualified), reseller, distributor, agent, affiliate, certified partner, accredited partner, or as endorsed by Pocket Docket.

Approved copy — use as-is, no approval needed

Pocket Docket connects to your Xero and gives you a live dashboard of your own numbers, plus an assistant that explains what they show and drafts invoices and payment chasers for you to approve and send. £24 a month, 14 days free, no minimum term, one business per subscription.

It is software, not an accountancy or tax service, and nothing it produces is advice.

[Practice name] is a Pocket Docket referral partner and will be paid a commission if you subscribe. We will give you the details in writing before you decide.

That last paragraph must appear wherever the first two do.

Logo and name

Use the logo we supply. Do not recolour, stretch, rotate, add effects to, or place it on a busy background.
Clear space of at least the height of the "P" on all sides.
Write it Pocket Docket — two words, both capitalised. Not "PocketDocket", "Pocket docket" or "POCKET DOCKET".
Xero is a trade mark of Xero Limited. Pocket Docket is an independent product and is not endorsed by Xero. Say so wherever you mention Xero alongside our name.

Anything else

Send it to partners@pocketdocket.co.uk. We will come back within two business days and we will not unreasonably withhold approval.

Version 1.0 · in force from 21 August 2026