Partners.ai is referral partner software built for CPA firms. We use AI to find financial advisors, attorneys, and insurance agents in your area who will actually send clients your way — so referrals stop being a one-way street. The smart way CPAs get referrals without networking events or cold outreach.
Start Free TrialYou sit at the center of your clients' financial lives. They ask you for recommendations on financial advisors, attorneys, and insurance agents every week. But without a system, those referrals go out and nothing comes back. CPAs who build structured referral networks see 3-5x more advisory engagements than those who rely on word of mouth alone.
During tax season you're buried, and the rest of the year you're catching up. There's no time to attend networking events or systematically build referral relationships.
You send clients to financial advisors, attorneys, and insurance professionals all the time. But it's almost always one-directional with no system to track or formalize those relationships.
Advisory services, tax planning, fractional CFO work, business valuations — the highest-margin services CPAs offer all come from referrals, not from ads. But without a pipeline, referral growth is random.
You collect business cards, have a few conversations, then nothing happens. There's no follow-up system or structure to turn a handshake into a referral partnership.
Find financial advisors, estate attorneys, insurance agents, and business brokers in your area who serve the same client profile you do — without spending hours at networking events.
Send personalized, professional introductions to potential referral partners. No awkward cold calls — just warm, well-crafted messages that start real conversations.
See exactly who's referring clients to you and who isn't. Track every referral relationship so you can double down on what's working.
Co-manage referral partnerships with shared workspaces. Keep the relationship active with regular touchpoints and shared client updates.
Give potential partners a polished, professional overview of your firm's specializations so they know exactly which clients to send your way.
One new advisory client from a referral partner can be worth $5,000-$50,000/year in recurring revenue. A single reciprocal relationship with a financial advisor can generate 3-5 referrals per year in both directions. Partners.ai costs less than a single networking event when you factor in time, travel, and opportunity cost.
Financial advisors, estate attorneys, business brokers, insurance agents, mortgage brokers, and other complementary professionals in your area.
Yes — set up your profile and automated outreach during your slower months, and the system keeps working during tax season without any effort from you.
No mandatory meetings, no forced referrals, no weekly time commitment. Partners.ai finds the right partners for you based on your specialization and client profile.
Yes — solo CPAs use it to build the referral network they don't have time to build manually. Larger firms use it to systematize referral partnerships across multiple partners and service lines.
Plans start at $99/month with a free 14-day trial, cancel anytime. One referred advisory client covers the annual cost many times over.