CPA Partner Program
Get pre-qualified OBBB tax leads who have already calculated their savings
💡 Our users have already calculated their savings — they just need help filing Schedule 1-A
Why Join Our Network?
Pre-Qualified Leads
Every lead knows their exact savings amount and understands the value of OBBB deductions
Schedule 1-A Specialists Only
We only work with CPAs who understand the new OBBB Act provisions
Higher Conversion Rates
Clients come to you already knowing they need help with Schedule 1-A filing
Local Market Focus
Receive leads only in your specified service areas
Basic Tier
- • Shared leads (2-3 CPAs per lead)
- • Contact info + savings calculation
- • Filing status and basic tax info
- • Email introduction to client
Exclusive Tier
- • Exclusive leads (only you receive it)
- • Full tax profile + savings breakdown
- • Direct phone introduction
- • 48-hour exclusivity window
- • Priority placement in service area
Join Our Network
Frequently Asked Questions
How does payment work?
You pay per qualified lead that matches your service area. No upfront fees, no monthly costs. Only pay when we send you a potential client.
What information do I get with each lead?
Basic tier: Name, email, zip code, estimated savings, filing status. Exclusive tier: All of the above plus phone number, detailed tax profile, and direct phone introduction.
How quickly do I need to contact leads?
We recommend contacting leads within 24 hours. Exclusive tier leads have a 48-hour exclusivity window, after which they may be offered to other CPAs.
What if I can't help a particular client?
No problem! Just let us know within 24 hours and we won't charge you for that lead. We want you to work with clients you can genuinely help.