Professionals

CPA Partner Program

Verified CPAs get cross-company access, referral tracking, and a shared workspace with their clients. Applications are reviewed before any access is granted.

Verification required

Partner application

We verify every applicant's license before granting cross-company access. Firm email addresses only.

Specialties

We use these to match referred businesses to the right partner.

Firm, name, firm email, license, and state are required.