Grow with the Instead Pro partner program
Be the trusted advisor your clients need by focusing on strategic, proactive tax advisory services and by saving them money on taxes, all while growing your firm.
How the Instead Pro partner program works
Tax savings for clients
Introduce clients to a modern tax management platform that helps them proactively save.
Revenue for your firm
Translate savings for clients into revenue for your firm by expanding your advisory services offering.
Support for your team
Enable employees to learn and execute tax positions for clients so you can work “on the business” rather than “in the business”.
Rely on a committed partner
Access to a dedicated partner team, Pro dashboard to manage all of your clients tax positions, and rewards that scale with you.
Instead Pro dashboard
Get a birds eye view of your clients with aggregated savings, tasks, deadlines and permission controls so you can collaborate with your team to maximize savings for clients and see the revenue potential for your firm.
Get started today
Access a dedicated partner success team
Get white-glove onboarding, priority support and training for your team.
Get started today
File your clients’ tax returns with confidence
We’ve done the calculations so you can get all your data from Instead, into your tax preparation software to file returns for clients with confidence.
Get started today
Grow your firm organically with referrals
As an Instead Pro partner, you’ll get access to list your firm in our public Tax Advisor Directory. Generate referrals from businesses and individuals searching for a strategic tax advisor, allowing you to boost your firm’s organic growth potential.
View tax advisor directory
Exclusive rewards that scale with you
The partner rewards program is designed for firms at any level.
Partner discounts
Exclusive co-marketing initiatives
Education programs
Complementary training
Partner tiers
Partner
Bronze
Silver
Gold
Diamond
Number of clients* managed
Firm pay (with discounts)
1
20
40
115
180
Client pay
1
15
25
75
120
Enhance your firm
Instead Pro dashboard
Dedicated partner success manager
Captivate your clients
Instead Pro community
Weekly Instead Pro Q&A calls
Marketing and sales materials
Pricing calculators and policies
Co-branded collateral
Firm-wide training
Daily tax newsletters
SEO optimized website for your firm
Promote with Instead
Featured in tax advisor directory
Listed
Listed
Boosted
Top Tier
Instead status badges
Featured in Instead newsletter
Instead blog post or podcast
Webinar, roundtable, panel
Co-branded ad campaigns
Premium products
Corvee tax planning**
Corvee tax planning experienced**
12-month Scale coaching program**
12-month Executive program**
Partner tiers
Partner
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1 Firm pay (with discounts)
1 Client pay
Instead Pro dashboard
Instead Pro Community
Weekly Instead Pro Q&A calls
Marketing and sales materials
Instead status badges
Bronze
20 Firm pay (with discounts)
15 Client pay
Instead Pro dashboard
Instead Pro Community
Weekly Instead Pro Q&A calls
Marketing and sales materials
Featured in Instead Tax Advisor Directory
Instead status badges
Silver
40 Firm pay (with discounts)
25 Client pay
Instead Pro dashboard
Instead Pro Community
Weekly Instead Pro Q&A calls
Marketing and sales materials
Featured in Instead Tax Advisor Directory
Instead status badges
Featured in Instead newsletter
Instead blog post or podcast
Corvee tax planning**
Gold
115 Firm pay (with discounts)
75 Client pay
Instead Pro dashboard
Dedicated partner success manager
Instead Pro Community
Weekly Instead Pro Q&A calls
Marketing and sales materials
Pricing calculators and policies
Co-branded collateral
Firm-wide training
Daily tax newsletters
SEO optimized website for your firm
Featured in Instead Tax Advisor Directory
Instead status badges
Featured in Instead newsletter
Instead blog post or podcast
Webinar, roundtable, panel
Co-branded ad campaigns
Corvee tax planning**
Corvee tax planning experienced**
12-month Scale coaching program**
Diamond
180 Firm pay (with discounts)
120 Client pay
Instead Pro dashboard
Dedicated partner success manager
Instead Pro Community
Weekly Instead Pro Q&A calls
Marketing and sales materials
Pricing calculators and policies
Co-branded collateral
Firm-wide training
Daily tax newsletters
SEO optimized website for your firm
Featured in Instead Tax Advisor Directory
Instead status badges
Featured in Instead newsletter
Instead blog post or podcast
Webinar, roundtable, panel
Co-branded ad campaigns
Corvee tax planning**
Corvee tax planning experienced**
12-month Scale coaching program**
12-month Executive program**
What they say
The partner rewards program is designed for firms at any level.
James Rainwater
Owner, Rainwater CPA
In the past, our firm has always managed these tax positions in spreadsheets. Now, our firm can finally operationalize tax advisory services through the Instead Pro platform.
We’ve been able to save our clients hundreds of thousands in taxes and our clients are happier than ever with our level of service.
We’ve been able to save our clients hundreds of thousands in taxes and our clients are happier than ever with our level of service.
