Partner With FinAdvantage
Tracks
Partner Tracks
Five tracks, one program. Select a track for benefits and answers.
All tracks
Five tracks, one program
CPA & Accounting Firms
Deliver AI-powered advisory services to your clients while reducing compliance workload. Position your firm as a technology leader.
Benefits
- Client onboarding automation with AI-driven data extraction
- Real-time financial dashboards for client portals
- Close and reporting workflow integration
- Early access to partner training and certification content
Track FAQ
- How does the CPA firm partnership work?
- How does the client onboarding process work?
- Is there a minimum client requirement?
- What accounting software does the platform integrate with?
- How do I get my team certified?
Benefits
Recurring Referral Revenue
Earn recurring revenue on every client referral. Ongoing renewal commissions for as long as they remain customers — details shared when you apply.
Technical Enablement
Access sandbox environments, API documentation, and technical support for seamless implementation.
Joint Go-to-Market
Co-marketing programs, lead sharing, and presence at industry events. Grow together with our team.
Partner Portal Access
Track referrals and client activity with full visibility into your pipeline.
How It Works
Apply Online
Submit your application through the form below. Our team reviews it and reaches out to schedule a conversation.
Technical Onboarding
Get access to sandbox environments, documentation, and support channels, and learn the platform with our team.
Start Referring
Begin referring clients. Our team provides hands-on support for your first implementations.
Frequently Asked Questions
Ready to Apply?
We are building the partner program alongside early-access onboarding. Apply below and our team will reach out to discuss the fit.