T
Thesis
For partners · Tax · Legal · Insurance · Payroll

Warm intros
from 412 accounting firms.

If you're a tax attorney, payroll provider, R&D credit specialist, or insurance broker — accounting firms talk to your future clients every month. Get on their marketplace and only pay when a referral closes.

Performance-basedPay on close, not on clickDisclosed referralsSelf-serve onboarding
Apply to be a partner How it works

No credit card required · SOC 2 controls in place · Cancel any time

David Chen, partner at Apex Tax Advisors
Active partner
David Chen
Founder · Apex Tax Advisors
Trusted by forward-thinking accounting firms
The numbers

Accounting firms have the trust. You have the expertise.

412
active accounting firms
8,400+
small businesses on the platform
38%
avg referral → close rate
$0
upfront — pay only on close
Get listed

A profile that looks like
you, not us.

Set up your profile in 30 minutes: services offered, geography, industries, sample case studies, conversion rate, lead-time guarantee. Accounting firms browse, save, and refer when they have a real fit — not when they're being sold to.

  • Profile fields: services, geo, industries, case studies, conversion rate
  • Real-time availability flags — close to capacity? Mark yourself paused
  • Native categories: Tax · Legal · Insurance · Payroll · R&D credits · IT · M&A
  • Verified-partner badge after first three closed referrals
thesis · marketplace · apex tax advisors
AT
Apex Tax AdvisorsVerified
Tax · R&D credits · Boston, MA
Conversion
42%
Avg lead time
5 days
Per-close fee
$400
Recent case
Identified $182K in R&D credits for a 22-person SaaS over the 2024 tax year — closed in 6 weeks.
Trackable referrals

Every intro,
accounted for.

Each accounting firm gets a unique link. Every click, conversation, and conversion is logged. You see who's referring, who's converting, and where to invest in the relationship.

  • Unique referral link per firm + per client (no double-counting)
  • Full referral pipeline view: clicked → introduced → meeting → closed
  • Auto-attribution: a referral that closes 9 months later still pays out
  • Disclosed to the end client at handoff — ethics-board friendly
thesis · partner dashboard
Q1 referral pipeline
Introduced47 · 100%
Met31 · 66%
Proposal24 · 51%
Closed18 · 38%
Top firm
Northwind Advisory · 6 closed
Avg deal size
$10,200 net new
Pay on close

Performance pricing.
No retainer.

No upfront fee. No monthly minimum. You set your per-close commission with us when you onboard. The accounting firm gets a cut, Thesis gets a cut, you keep the rest. Auto-paid out monthly via ACH.

  • Per-close commission rate set on partner onboarding
  • Standard split: 60% partner / 30% accounting firm / 10% Thesis
  • Pay only on closed deals — clicks and intros are free
  • Monthly ACH payouts to firm and partner with full audit trail
thesis · partner payouts
March payouts
$7,200 disbursed
Northwind Advisory
4 closed · this month
$2,400
Becker CPA Group
3 closed · this month
$1,800
Baseline Books
3 closed · this month
$1,800
Summit Tax Group
2 closed · this month
$1,200
Auto-deposited Apr 5 · ACH · routing provided at onboarding

“We were burning $40K a quarter on outbound and getting cold leads. Thesis sent us 47 warm intros in Q1 and 18 closed. The economics aren't even close.”

Photo of David Chen
David Chen
Founder · Apex Tax Advisors
$184K Q1 net-new revenue from referrals
FAQ

Partner program — answered.

Tax attorneys, R&D credit specialists, insurance brokers, payroll providers, fractional CFOs (non-Thesis), legal/entity formation, M&A advisors, and IT/cybersecurity firms. We curate to keep quality high — apply via the link.
Nothing. Onboarding is self-serve and free. You only pay a per-close commission when an actual referral closes — no clicks, no monthly minimum, no listing fee.
Most applications are reviewed in 5-7 business days. We verify your business, references, and that your service category is needed by our firm base. We'll tell you up front if we're capped on a category.
Yes — and we encourage it. Many of our best partner-firm pairings are pre-existing relationships brought into Thesis for the tracking and the marketplace exposure.

Stop paying for cold.
Get warm intros instead.

Apply to be a Thesis partner. We'll review in a week and have you onboarded before the next quarter starts.

Apply to partnerTalk to sales

14 days free · No credit card · Cancel any time

SOC 2 controls in place · Built in the U.S.