Partner program

Earn $199/month
for every advisor you refer.

20% recurring commission. No cap. No expiration. For anyone with an audience of financial advisors who's looking for a tool they'll actually use every day.

20%
recurring
Commission rate
$199
per month
Per Agency referral
$2,392
per referral
Annual value

How it works

Three steps to recurring income

01

Apply

Fill out a short application. We review within 48 hours. Most approved partners are financial coaches, consultants, or tools vendors serving advisors.

02

Share

Get your unique referral link. Share it in your newsletter, coaching programs, podcast, or anywhere your audience of advisors lives.

03

Earn

Earn 20% of every monthly subscription payment your referrals make — for as long as they remain subscribers. No cap, no expiration.

Commission structure

What you earn

Plan
Monthly price
Your commission
Your annual value
Agency
$997/mo
$199.40/mo
$2,392.80/yr

Example: Refer 10 Agency advisors → $1,994/month in passive recurring income.

Ideal partners

Built for people who already reach financial advisors

ScribeTax sells to financial advisors. If your audience includes advisors, coaches, RIAs, or CFPs — you're already in the right position to earn serious recurring revenue by making an authentic referral.

Financial coaching program operators
Practice management consultants
Financial industry newsletter publishers
Podcast hosts with advisor audiences
Compliance and technology vendors
Financial advisor study groups
CE content providers

Get started

Apply to the partner program

We review all applications within 48 hours. Tell us about your audience and how you'd introduce ScribeTax.

We respond within 48 hours. Approved partners receive their link and partner kit via email.

FAQ

Program details

How long does the 20% commission last?

Forever. As long as your referral keeps their subscription active, you earn 20% every month. There's no expiration date.

When do I get paid?

Payouts are processed on the 15th of each month via ACH for the prior month's commissions. Minimum payout threshold is $100.

Is there a minimum commitment for referred advisors?

Agency subscriptions require a 3-month minimum. Your first commission payment comes after the referred advisor completes their third month.

Can I refer multiple advisors?

Yes — there's no cap on the number of referrals or the total commission you can earn. The more you refer, the more you earn.

What counts as a qualified referral?

Any financial advisor who signs up for an Agency plan using your referral link and completes their first payment.

Do you provide marketing materials?

Yes. Approved affiliates get access to a partner kit: email swipe copy, social posts, webinar slides, and a dedicated partner contact for support.

ScribeTax

Turn Tax Documents Into Tax Strategy. The AI platform built for financial advisors.

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ScribeTax is an AI-powered document analysis tool. Not a licensed tax advisor. Always verify strategies with a qualified CPA or tax attorney.