--- title: Referral Partners | DTI description: Partner with DTI when your clients need document scanning, document management or AP automation. We work with records storage, IT, ERP and accounting firms. --- [Skip to content](https://www.dtiibs.com/partners#main) [**DTI**Integrated Business Solutions](https://www.dtiibs.com/) Menu [Documents and records](https://www.dtiibs.com/document-management) [Document management](https://www.dtiibs.com/document-management) [Document scanning](https://www.dtiibs.com/document-scanning) [Large-format scanning](https://www.dtiibs.com/large-format-scanning) [Scanning Scope Worksheet](https://www.dtiibs.com/scanning-scope-worksheet) [Accounts payable](https://www.dtiibs.com/accounts-payable-automation) [AP automation](https://www.dtiibs.com/accounts-payable-automation) [Invoice processing services](https://www.dtiibs.com/invoice-processing) [Vendor payments](https://www.dtiibs.com/vendor-payments) [For Penta customers](https://www.dtiibs.com/penta) [AP Assessment](https://www.dtiibs.com/ap-assessment) [Insights](https://www.dtiibs.com/insights) [About](https://www.dtiibs.com/about) [336.346.1580](tel:+13363461580) [Talk with DTI](https://www.dtiibs.com/contact) # Referral partnerships for records, IT, ERP and accounting firms We work with organizations whose clients need work they don't do themselves: records storage providers, IT firms, ERP consultants and accounting firms. Partnership terms are flexible. Depending on the relationship, that can mean referral fees, white-label work delivered under your name, or a program we design together to fit how you work with your clients. [Talk with us about partnering](https://www.dtiibs.com/contact) [How a referral works](https://www.dtiibs.com/partners#how) ![DTI team member reviewing a project with a partner](https://www.dtiibs.com/hubfs/dti-website-2026/photos/office/advisor-reviewing-screen-with-client.jpg) ## Who we partner with ### Records storage providers Your clients have boxes in storage and want some of them scanned. We handle the scanning, indexing and delivery. ### IT firms Your clients ask about scanning, document management or AP automation. We take on that work and coordinate with you on the systems you manage. ### ERP consultants Your clients want AP automation or vendor payments connected to the ERP you support. We build the AP work around it. ### Accounting firms Your clients' AP problems slow down your work too. We help them get invoices processed, approved and paid consistently. ## What we do for your clients ### Document scanning File rooms, archives and boxes of records, from one box to several thousand, including large-format drawings. [Document scanning](https://www.dtiibs.com/document-scanning) ### Document management Implementation and support for Hyland OnBase, EasyFile, OpenText AppEnhancer and Upland FileBound. [Document management](https://www.dtiibs.com/document-management) ### AP automation Invoice processing, approvals and vendor payments, connected to the client's ERP. [AP automation](https://www.dtiibs.com/accounts-payable-automation) ## How a referral works 1. 1 ### Introduce us Tell us about the client and what they need, or set up a call with the three of us. 2. 2 ### We scope the work We talk with your client, look at the records or the process, and put together a proposal. 3. 3 ### We do the work and keep you informed You'll know where the project stands. How involved you want to be is up to you. ## Our technology partners DTI is a partner of Hyland, Tungsten Automation and OpenText. We implement EasyFile and support OpenText AppEnhancer and Upland FileBound. For construction companies on Penta software, we're a Penta preferred partner. ## Talk with us about a partnership Tell us about your clients and the work they ask you for. We'll tell you where we can help. [Talk with us about partnering](https://www.dtiibs.com/contact) **DTI**Integrated Business Solutions DTI Integrated Business Solutions 3825 W. Market St., Suite 102 Greensboro, NC 27407 [336.346.1580](tel:+13363461580) **Customer support** [866.384.7378](tel:+18663847378) [support@dtiibs.com](mailto:support@dtiibs.com) [Support portal login](https://connectwise.dtiibs.com/v4_6_release/services/system_io/customerportal/portal.html?company=dtiibs&locale=en) #### Documents and records [Document management](https://www.dtiibs.com/document-management)[Document scanning](https://www.dtiibs.com/document-scanning)[Large-format scanning](https://www.dtiibs.com/large-format-scanning)[Scanning Scope Worksheet](https://www.dtiibs.com/scanning-scope-worksheet) #### Accounts payable [AP automation](https://www.dtiibs.com/accounts-payable-automation)[Invoice processing services](https://www.dtiibs.com/invoice-processing)[Vendor payments](https://www.dtiibs.com/vendor-payments)[For Penta customers](https://www.dtiibs.com/penta)[AP Assessment](https://www.dtiibs.com/ap-assessment) #### Company [About DTI](https://www.dtiibs.com/about)[Insights](https://www.dtiibs.com/insights)[Partners and referrals](https://www.dtiibs.com/partners)[Contact](https://www.dtiibs.com/contact) © 2026 DTI Integrated Business Solutions. 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