If you know business owners who may qualify for tax credits or employer benefit programs, we make it easy to introduce them — and reward you when they enroll.
You don't sell. You don't explain programs. You don't manage paperwork.
Your role is simple: make an introduction. We handle eligibility review, documentation coordination, and implementation through established partner programs.
When a referral enrolls, you earn a commission — paid by the program provider, not the business owner.
Tell us about a business owner you know who might benefit from tax credits or employer benefits.
We conduct eligibility review, coordinate documentation, and work with established partner programs.
When the referral enrolls, you earn a commission paid by the program provider.
Your role is introduction only. We handle the rest.
We work alongside the client's CPA. No advisory roles or tax positions.
Commission is paid by program providers, not the business owner.
We handle all coordination and implementation details.
Your referral's CPA stays in control of all filings and determinations.
This program is ideal for:
Accounting firms and tax professionals who serve business owners
Management consultants and business advisors working with mid-market companies
Insurance professionals serving business clients
Payroll service providers and HR consultants
Legal professionals and senior finance executives
Any professional who knows business owners and decision-makers
Referral compensation varies by program and client eligibility. There are no caps, quotas, or obligations — and no pressure to refer.
We disclose referral terms clearly before any introduction is made.
You might know:
When those connections enroll in a qualifying program, referral income follows. Compensation varies by program and client eligibility and is paid by the program provider — not the business owner.
Download ready-to-use graphics, templates, and copy-paste messages to share with your network. All materials are free for referral partners and designed to make introductions easy.
Get Marketing MaterialsSchedule a short call to see if the referral program is a fit for you.