Refer clients to a CPA firm you trust.
Earn 10% for a full year.

It is a referral program for professionals who work with individuals and businesses that need a CPA firm. When someone you refer becomes a Vector client, you earn 10% of the fees we charge them during their first 12 months as a client.

Attorneys, financial advisors and wealth managers, bankers and lenders, insurance professionals, business brokers, real estate professionals, consultants, fractional executives, crypto and fintech professionals, and business owners with a strong network. Every applicant is reviewed and approved by our team.

You earn 10% of the fees we charge each client you refer, for that client's first 12 months with us. If a client you refer pays us for tax preparation, bookkeeping and a business valuation in their first year, you earn on all of it. The full terms are in the Channel Partner Agreement you sign when you join.

Every engagement type is eligible except Vector Growth. That includes tax preparation and compliance, tax planning, management consulting, M&A advisory, business valuation, litigation support and expert witness work, bookkeeping and payroll, corporate partnership sourcing, and cryptocurrency and digital asset advisory.

No. The Channel Partner Program does not extend to Vector Growth, our commission-based B2B lead generation service. Every other engagement type is eligible.

Referral fees are paid monthly, within 30 days after the end of the month in which we collect payment from your referred client, by ACH or check. We need a completed Form W-9 before your first payment, and we send a Form 1099-NEC when one is required.

No. Your referral fee comes out of our fee; it never increases what your client pays. As professional standards require, we tell referred clients in their engagement letter that we pay a referral fee.

Register each referral in your partner portal before we speak with them, or have them name you when they contact us through our website. A referral is credited when the person is not already a Vector client or in active discussions with us, and it becomes a client within 12 months of being registered.

Yes. Your partner portal shows every referral you register, its progress, the fees you have earned and every payment we make to you.

No. There is no fee to join, no minimum number of referrals and no exclusivity. You can leave the program at any time.

Some professions restrict accepting referral fees. You are responsible for following the rules that apply to you. If you cannot accept fees, you can still join and refer clients while waiving your referral fees.