Partner Portal
For CPAs, RIAs, attorneys, and family offices who deliver measurable outcomes for their clients.
Partnership Value at a Glance
Real metrics from our partner network
Partnership Journey
Our streamlined onboarding process
Initial Contact
Submit application & schedule intro call
Agreement
Sign mutual referral & confidentiality terms
Onboarding
Access portal, materials & training resources
Launch Pilot
Start with first client & refine workflow
Complete Partner Toolkit
Everything you need to serve clients better
Co-branded Materials
Client presentations and proposals with your firm branding
Diligence Packets
Complete compliance documentation and audit trails
Referral Dashboard
Real-time status updates and client workflow tracking
Measurement Framework
ROI tracking and outcome documentation tools
Compliance Resources
Shared regulatory guidance and best practices library
Partner Briefings
Monthly strategy updates and market insights
Why Firms Partner With Us
Proven benefits across our partner network
Partner Satisfaction Breakdown
Extend Your Practice
Offer sophisticated tax strategies without adding headcount or infrastructure. Our white-label solutions integrate seamlessly with your existing service offering.
Protect Relationships
You remain the primary relationship. We work behind the scenes to deliver value while you maintain control and client loyalty.
Measurable Outcomes
Demonstrate clear value with documented results, ROI tracking, and detailed reporting that strengthens client relationships.
Traditional vs. Crescendo Model
See the difference our partnership makes
| Feature | Traditional | Crescendo |
|---|---|---|
| ⏱️Setup Time | 6-12 months | 2-4 weeks |
| 💰Initial Investment | $50k-200k | $0 |
| 📚Training Required | Extensive | Minimal |
| ✓Compliance Support | Your responsibility | Included |
| 🤝Client Ownership | You | You |
| 📊Reporting | DIY | Automated |
Request Partner Access
Complete a brief application and we'll schedule an introductory call within 48 hours.