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Specialty Tax Advisory
A tax advisory firm's referral partners, all on one platform
- Industry
- Specialty Tax Advisory
- Type of work
- Dashboard & Web
- Outcome
- One door for every referral partner, with attribution and commissions tracked automatically
The challenge
Four separate partner programs, referrals tracked by hand, and no clear way to see who sent which client or what each partner was owed. The firm's partners are CPAs, brokers and attorneys, and they check the math.
What we built
- 01
Affiliate referral platform with partner tiers, a unique referral link for every service, and a live referral pipeline
- 02
Hands-off onboarding: apply, get approved, e-sign the agreement and receive a referral link with no manual steps
- 03
Automatic referral attribution and commission tracking, with payout runs and exports for the firm
The outcome
One door for every referral partner, with attribution and commissions tracked automatically
- Custom platform
- E-signature
- Stripe
- Automation
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