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Partner Program

Get Paid to Send Us Traders.

If your audience trades — Discord communities, influencers, prop firms, CPAs — we pay real commissions for every client you send. Simple tracking. Fast payouts. No cap.

Apply to Partner → See Partner Types
$697+
Average client value
90 days
Cookie window
48 hrs
Application review
4,800+
Active clients
Earn a commission for every client you send. Every package. Every add-on. You get paid for each client that comes through TraderTax.
Who We Work With

Four Ways to Partner

Whether you run a Discord with 10K traders or you’re a CPA looking to refer complex clients, we have a structure that works for you.

💬
Community Partner
Discord & Trading Communities
💰
Commission per referred client
paid for every client that signs up

Your members ask tax questions every day. Instead of watching them figure it out wrong, point them to TraderTax — and get paid every time they sign up.

  • Unique referral link with 90-day tracking cookie
  • Custom discount code for your community
  • Monthly commission payouts via ACH or PayPal
  • Co-branded landing page with your server name
  • Free TraderTax account for moderators
  • Optional: monthly tax Q&A in your Discord
Apply as Community Partner →
🎧
Creator Partner
Influencers & Content Creators
💰
Commission per referred client
paid for every client that signs up

YouTube, TikTok, Twitter/X, Instagram. If you create trading content, your audience needs tax help and they trust you. We handle the rest.

  • Unique affiliate link + promo code
  • Free tax consultation for your content (shareable)
  • Access to branded assets, graphics, and talking points
  • Monthly payouts, real-time dashboard
  • Priority support for your audience’s questions
  • Sponsorship packages available for larger creators
Apply as Creator Partner →
📋
CPA Partner
CPAs & Tax Professionals
💰
Commission per referred client
paid for every client that signs up

Too complex for your practice? Refer them to us and earn a finders fee. Or join our licensed tax professional network and we’ll send you pre-qualified trader clients ready to file.

  • Refer complex trader clients → earn 10% finder’s fee
  • Join our licensed tax professional network → receive inbound trader referrals
  • Pre-qualified clients with Tax Snapshot already completed
  • You set your own pricing; we handle lead gen
  • Access to TraderTax training materials & resources
  • Co-branding opportunities for your practice
Learn About CPA Partnership →
How It Works

Simple as It Gets

No complicated contracts. No minimums. Just a link, a code, and a monthly payout.

1
Apply
Fill out the form below. We review and approve within 48 hours. No minimums required.
2
Get Your Link
We send you a unique tracking link and optional promo code for your audience.
3
Share & Refer
Share with your community, content, or clients. 90-day cookie tracks every click.
4
Get Paid
Monthly payouts via ACH or PayPal. Dashboard shows clicks, signups, and earnings in real time.
CPA Partnership

Built for Tax Professionals Too

Whether you want to send us traders that are too complex for your practice, or you want to receive pre-qualified trader clients, we have a path for you.

What We’re Looking For in a CPA Partner

  • Licensed CPA or EA in good standing
  • Comfortable with Schedule D, Form 8949, and trader taxation basics
  • Willing to learn TraderTax processes and pricing structure
  • Responsive — traders need timely answers, especially near deadlines
  • Interest in growing your trader client base long-term
  • Ideally: some personal interest or experience with trading
  • Able to handle prop firm income, futures, and/or crypto returns
  • Open to periodic training and updated resources from our team
📈
We Handle Lead Generation
You focus on tax work. We handle all marketing, SEO, paid ads, and social. Every client that comes through TraderTax was pre-educated and pre-qualified before they ever speak to you.
📄
Clients Arrive With a Tax Snapshot
Our AI Tax Snapshot tool means every lead already has a profile of their trading activity, situation, and goals. You walk in informed. No long discovery calls.
💵
Flat-Rate Pricing = No Fee Negotiation
All pricing is pre-set and published. Clients know what they’re paying before they book. You never have to negotiate your rate or justify your fees.
🌟
Build Your Reputation in the Trader Space
Get listed in the TraderTax CPA directory, co-branded content, and trader community exposure. The trader tax niche is underserved and growing fast.
📚
Training & Ongoing Resources
Access to our full resource library covering prop firm structures, MTM elections, Section 1256, crypto, and entity optimization. We’ll keep you sharp.
Common Questions

Partner FAQ

How much do I earn per referral?
Your commission is based on the package your referred client selects. You earn a commission for every client that pays and goes through TraderTax — the more clients you send, the more you earn. Exact rates are discussed during onboarding.
When do I get paid?
Monthly payouts on the 15th of each month via ACH or PayPal. Minimum payout threshold is $50. Real-time dashboard shows pending and confirmed earnings.
Is there a minimum audience size?
No. Whether you have 500 followers or 500,000, you can apply. We care more about audience relevance (trading-focused) than raw size.
How does the 90-day cookie work?
If someone clicks your referral link and signs up within 90 days, you earn the commission — even if they didn’t sign up the same day. This gives your audience time to convert.
Can I promote TraderTax in a sponsored post?
Yes. We offer both affiliate (commission-based) and flat-rate sponsorship deals for larger creators. Email us and we’ll discuss what makes sense for your platform.
Do referred clients get a discount?
Yes — partners receive a custom promo code that gives their audience a discount on their first package. This increases your conversion rate and adds value for your community.
Apply Now

Ready to Get Paid?

Fill out the form below and we’ll get back to you within 48 hours with your link, your code, and everything you need to start earning.

Partner Application
We review every application within 48 hours.
partnerships@tradertax.net · We reply within 48 hours
Prefer to reach out directly?
partnerships@tradertax.net
CPA inquiries, prop firm partnerships, and sponsorship deals welcome