Partner Program
When Your Client Gets a Sales Tax Notice,
You Need One Number to Call.
Refer your clients to Sales Tax Helper. We handle the matter, protect your relationship, and pay you 5–10% on every converted engagement.
We protect your relationship
Your client stays your client. We handle the sales tax matter and step back. No cross-selling, no poaching.
Track everything from your dashboard
Invite clients, monitor referral status, and see earned commissions in real time. No spreadsheets, no follow-ups.
Earn up to 10% per engagement
Tiered commissions on every converted referral, paid quarterly. No cap during the initial launch period.
How It Works
The platform handles everything. Your job is the introduction.
Create your partner account
Free to join. Takes two minutes. You get immediate access to your referral dashboard.
Invite your client
Use the Invite Client tool in your dashboard. Your client gets a tracked link tied to your account.
We handle the matter
Sales Tax Helper scopes and manages the engagement. You're updated, never kept in the dark.
Commission hits your dashboard
When the client converts, commission is automatically attributed and paid out quarterly.
Tiered Commission Structure
The more you refer, the more you earn. Tiers reset quarterly.
Earn immediately on your first referral. Every converted client moves you toward the next tier.
Consistent referrers earn higher returns. Silver rewards advisors who make us a regular part of their workflow.
Top partners earn maximum commissions with no cap during the initial program launch.
No cap on commissions during the initial program launch. Tiers are based on converted referrals per quarter.
Built for Advisors Who See Sales Tax Issues First
Your clients come to you when a notice arrives. Now you have a specialist to hand them to — and earn for doing it.
CPAs & Accountants
Audit notices, nexus questions, back filings — your clients face these more than they tell you. Refer them before it becomes a crisis.
Attorneys & Law Firms
Sales tax is a specialty outside most legal practices. Refer it out rather than risk dabbling. We handle it and credit you for the relationship.
Business Advisors
Multi-state clients always have exposure they haven't addressed. A nexus study or VDA referral is a high-value service you can add today.
Bookkeepers & EAs
When a client's filing situation is beyond your scope, refer it. Don't lose the relationship — extend it.
Questions Advisors Actually Ask
The details that matter before you put your name behind a referral.
What happens after I refer a client?
We take it from there. Once you make the introduction, our team reaches out to your client directly, scopes the matter, and handles the engagement end to end. You don't manage the work — you just get paid when it converts.
Will you protect my relationship with my client?
Absolutely. We treat every referred client as your client, not ours to keep. We don't cross-sell, we don't market to them behind your back, and we don't position ourselves as a replacement for you. We handle the sales tax matter. You stay their trusted advisor.
What types of matters are included in the commission?
All paid service engagements: Voluntary Disclosure, Audit Defense, Appeals, Nexus Studies, Registration, Returns, and Consulting. Membership subscriptions are also included. Free account signups alone do not generate a commission.
When and how do I get paid?
Commissions are calculated at the end of each quarter and paid out within 30 days. You'll see every referral and its status in your partner dashboard — no chasing invoices, no guesswork.
How do I invite a client through the platform?
Log into your partner dashboard and use the Invite Client tool. Your client receives an email with a tracked link tied to your account. When they purchase a service, the commission is automatically attributed to you. You can track every invite, referral, and earned commission in real time from your dashboard.
Is there a cost to join, or a minimum I need to hit?
No cost to join. No minimum referrals required. You can refer one client or a hundred — the program works either way. Tiers reset quarterly based on volume.
Ready to Start Referring?
Free to join. No minimums. Your clients get expert sales tax help — you earn every time.