Affiliate Brief  ·  Payouts

When we win, you win.

You earn a share of every fee we collect from the clients you bring.

Opening an account takes about two minutes. The short form below asks who you are and where you work. We email your sign-in details, and your first referral can go the same day.

Create your account
Paid fastyour first payment goes out within days of your client signing and paying the deposit.
Your shareof the fees we collect grows as you bring more business.
No capevery client you bring counts toward your next tier.

Create your affiliate account

Free to join, about two minutes

How the payout works

Simple, tiered, aligned
IA share of fees collected, starting with your first deal.
IIA bigger share once the fees you have brought pass the first threshold.
IIIThe biggest share once your book passes the second. It never steps back down.
01

The first payment is an advance

It counts toward your percentage. When the study delivers and the final fee comes in, we true up and send you the balance.

02

Built for the long term

We want partners, not one-off referrals. The tiers make your best long-term move the same as ours: keep building together.

How referring works

The whole lift
01Submit a lead from your affiliate portal. A company name and a contact are the entire ask.
02We take it from there: we contact them, scope the fit, and you follow the lead in your portal.
03If they engage, you are paid within days of signing and share every fee we collect.

Who partners well

People with a book of business owners
  • CPAs and tax preparersYou keep the filing relationship. We provide the study that supports the credit on your client's return.
  • BookkeepersYou see the development spending before anyone else does. That visibility is worth money.
  • Fractional CFOsA credit is the cheapest capital your client will raise this year. You bring it to the table.
  • AttorneysYour business clients build things. A referral costs you one email and earns for years.
  • Brokers and advisorsCredits raise the value of the businesses you represent, and you share the fee.
  • Anyone with the relationshipsIf business owners take your calls, you can do this. The tiers do not care about your title.

Common questions

What are the exact percentages?

They are set in the affiliate agreement, which you review and sign in your affiliate portal once your account is approved. Book a call if you would like us to walk the ladder with you first.

Do I have to do any of the tax work?

No. We run the study, the memo, and the audit defense. Your client's CPA files the return, and if that CPA is you, even better.

Is my client relationship safe?

We do one thing: R&D credit studies. We are not after the bookkeeping, the filing, or the advisory work. The relationship stays yours.

How do I know what is happening with my referral?

Your affiliate portal lists every lead you have submitted and its current status, and you know when your client signs and when the study delivers.

When do payouts land?

Your first payment goes out within days of your client signing and paying the deposit, and the balance trues up at delivery. Our pricing rewards clients for moving quickly, so fees collect early and your share follows. Filing the return stays with your client and their CPA.

Let's build together.

Create your affiliate account to get started. You can submit referrals and follow them from your portal the moment you are in; the agreement and payout setup come before your first payout.

Create your account Prefer to talk it through first? Book a call or write to inquiries@thefoundryfirm.com