You already have the clients who need capital. We have 300+ lenders. The Associates Portal turns your client trust into a tracked, commissionable revenue stream — without changing what you already do.
Bookkeepers and CPAs sit on a goldmine: clients who need capital — equipment, working capital, expansion, cash-flow gaps, tax-time liquidity. Today those referrals go out informally with no tracking and no commission. The portal changes that.
"When a client asks you 'do you know anyone who can get me a loan,' what happens today?"
Most admit: ad-hoc referrals, no tracking, no commission, and the client disappears into a black box.
Demo a branded portal on a sample domain. Show the CPA's name, logo, and tagline at the top. Let them watch a client application flow on mobile.
This lives on your domain. We don't own that relationship — you do.
Open the associate dashboard. Show the deal pipeline, the commission column, the funded/paid status.
Every client who ever applies through your link is tracked for life. If they get funded two years from now, you still see it and you still get paid.
Custom domain setup (they provide a subdomain like funding.theirfirm.com; we handle the rest). Set branding in 10 minutes. They start embedding the link in existing client communications.
"I'm not a lender / I don't want liability."
You're not lending or advising on loan terms. You're connecting clients to a funding marketplace. The platform handles compliance disclosures, TCPA consent, and lender matching.
"My clients won't apply through a random link."
It's not random — it's your domain, your brand. It looks like part of your firm's client portal.
"I don't have time to manage this."
There's nothing to manage. You paste a link. We handle everything from document collection through submission. You just see the pipeline and the payouts.
"How do I know the deals are tracked?"
Every application is hard-tagged to your associate ID at submission. The record never leaves your account. You see every status change in real time.
"What does it cost?"
No upfront cost. Commission-split on funded deals — you only earn when your clients get funded.
This is the linchpin of long-term attribution and the centerpiece of the close. A branded subdomain is what turns a one-time referral into a permanent, commissionable pipeline.
A client trusts funding.smithcpa.com far more than a generic marketplace URL. Higher application completion means more funded deals means more commissions.
Subdomain-based tagging means a client who applies today is still your deal if they return next tax season. No cookies, no referral links that expire, no "who referred this?" disputes.
Share your own branded link in newsletters, LinkedIn, client onboarding packets, and tax-season outreach — every touchpoint is a tracked funnel back to you.
A dedicated funding portal signals that you're a modern, full-spectrum financial partner — not just a tax preparer.
CPA provides a subdomain (e.g. funding.firmname.com or capital.firmname.com).
DNS pointed to the platform (CNAME — we provide the target).
Branding assets uploaded (logo, brand colors, tagline, CTA text).
Portal password set (if they want gated access).
First client link sent (often embedded in an existing tax-season or quarterly-review email).
Follow-up: review pipeline together at the first monthly check-in.
Get your branded funding portal live this week. No upfront cost — you only earn when your clients get funded.
Get Started as an Associate