Grow Your Practice with gift.tax
Join our partner network to earn revenue, receive qualified leads, and provide your clients with AI-powered gift tax optimization reports. Designed for CPAs, estate planning attorneys, financial advisors, and other professionals serving high-net-worth individuals.
Why Partner with gift.tax?
Our platform attracts individuals actively researching gift tax strategies — your ideal clients. We connect them with the professional guidance they need.
Revenue Share
Earn competitive commissions on every Gift Tax Optimization Report purchased through your referral link.
Qualified Lead Flow
Receive pre-qualified leads from individuals actively seeking professional gift tax guidance in your area.
Partner Dashboard
Track referrals, commissions, and client engagement through a dedicated partner analytics dashboard.
Co-Branded Reports
Premium partners receive co-branded Gift Tax Optimization Reports featuring your firm's name and contact information.
Directory Listing
Featured placement in our Find a Professional directory, reaching thousands of monthly visitors seeking tax help.
Marketing Resources
Access email templates, social media assets, and educational content to share with your client base.
Partnership Tiers
Choose the partnership level that fits your practice. All tiers include access to our referral tracking system and partner resources.
- Unique referral tracking link
- 15% commission on report sales
- Basic partner dashboard
- Monthly performance reports
- Standard directory listing
- Everything in Referral Partner
- 25% commission on report sales
- Priority lead routing in your area
- Co-branded report option
- Featured directory placement
- Quarterly strategy calls
- Everything in Professional Partner
- Custom commission structure
- White-label report options
- API access for integrations
- Dedicated account manager
- Custom landing pages
- Bulk pricing for client gifts
How It Works
Apply
Complete the partner application form below. We review applications within 48 hours.
Get Approved
Receive your unique referral link, partner dashboard access, and marketing resources.
Refer Clients
Share your link with clients or embed it on your website. We handle the rest.
Earn Revenue
Earn commissions on every report sale and receive qualified leads in your area.
Apply to Become a Partner
Fill out the form below and our partnerships team will review your application within 48 hours.
Partner FAQ
Who can become a gift.tax partner?
We welcome CPAs, estate planning attorneys, financial advisors, insurance professionals, and software companies that serve clients with gift tax planning needs. All applications are reviewed individually.
How are commissions paid?
Commissions are tracked automatically through your unique referral link. Payments are issued monthly via direct deposit or check for balances over $100.
What is the commission structure?
Referral Partners earn 15% on all report sales. Professional Partners earn 25%. Enterprise Partners receive a custom commission structure based on volume.
How do lead routing and referrals work?
When a visitor in your geographic area requests a consultation or purchases a report, we route the lead to the nearest approved partner. Premium and Professional Partners receive priority routing.
Can I embed gift.tax tools on my website?
Yes! Professional and Enterprise Partners can embed our gift tax calculator and report purchase widgets on their websites with co-branding options.
Is there a cost to join?
The Referral Partner tier is completely free. Professional and Enterprise tiers require an application review but have no upfront fees.
Ready to Grow Your Practice?
Join the gift.tax partner network and start earning revenue while helping your clients navigate gift tax planning with confidence.
Apply Now