--- title: "How the CPA Partner Program Works | LLC Attorney" description: "See exactly what you do, what we do, and what your client experiences. You stay the advisor. We handle filings and compliance. Quick onboarding, 24-hour filing, all 50 states." canonical: https://llcattorney.com/advantage-partner-program/how-it-works image: https://llcattorney.com/images/share-cover.png source_path: /advantage-partner-program/how-it-works --- [Same-day Filing](/starting-a-business/same-day-filing)[Instant Bank Account](/services/bank-account-opening)[No Hidden Fees](/pricing) Advantage Partner Program # How the partnership works A plain walkthrough of what you do, what we do, and what happens to your client relationship. The short version: you stay the advisor, you control the introduction, and you earn on every referral. [Become a Partner](/advantage-partner-program#form)[Program overview](/advantage-partner-program) ![LLC Attorney co-branded partner dashboard — performance overview with conversion rate, earned commissions, and pending payout](/images/advantage-partner/dashboard-hero.png) ~2 *min* Per client referral 24 *hrs*\* Standard filing time 50 *states* Full coverage, one partner \*Filed with the Secretary of State. From referral to documents You refer a client through a [co-branded partner portal](/advantage-partner-program). We file the entity within 24 hours, handle the EIN, operating agreement, registered agent, and ongoing compliance, and post every document back to the portal for both of you. You earn on the formation and share in the [compliance subscription fees during the client's first year](/advantage-partner-program/revenue). **You never touch a state website or track a filing deadline.** Division of labor ## What you do vs. what we do You LLC Attorney Advise the client on what they need Translate that into filed documents Add the client to your portal (≈ 2 minutes) File with the Secretary of State within 24 hours Make the introduction when you're ready Onboard the client through a Business Success Advisor Stay the relationship owner Handle registered agent, annual reports, state-specific compliance, and law changes — co-branded to your firm Earn on formation + year-one compliance fees Refer legal questions to one of our attorneys when they come up How you refer ## Four ways to refer — and you start every one However you refer, you make the first move. We never reach out to a referred client before you make the introduction — and once you hand off, everything stays co-branded to your firm. The relationship stays yours. ![The Refer a Client screen in the partner portal — four ways to refer: pre-configured cart, co-branded link, direct invite, or pay on behalf](/images/advantage-partner/refer-a-client.png) 1. 1 **Start a pre-configured cart.** Pick a specific formation package for your client so it's ready the moment they open it. 2. 2 **Share your unique portal link.** Copy your co-branded link and send it however you like. 3. 3 **Send a direct invite.** Email a Formation or RA Switch invitation straight to the client from the portal. 4. 4 **Pay on behalf.** Pay for the formation yourself and reassign it to the client afterward. Who this fits ## Built for the professionals clients already trust ### Accountants & CPAs Whose clients are already forming entities — often through services that cut you out of the relationship. ### Tax advisors & EAs Who want to offer formation without learning 50 states' filing rules. ### Financial advisors Structuring holding companies or real-estate entities for clients. ### Attorneys Who want formation and compliance fulfillment off their plate. Straight answers ## Two things partners worry about And the direct answers. I don't have time to onboard something new right now. Quick onboarding. After that, referring a client takes around 2 minutes through the portal. Nothing else lands on your desk — no paperwork, no deadlines. Do I have to become an entity-formation expert? No. You're already in the advisory seat — your clients trust your judgment on what they need. We execute the filing. When a client's question turns legal, a Business Success Advisor routes it to one of our attorneys — you're not on the hook for legal advice. The client's view ## What your client experiences 1 After you make the introduction, they receive a co-branded link with your recommendation already filled in. 2 They confirm details; we file within 24 hours, directly with the Secretary of State. 3 They get their formation documents instantly — and an attorney-backed compliance plan that keeps them in good standing throughout year one. They experience it as *your* service, coordinated and professional — not a handoff to a stranger. $0To join No fee to join. View [compliance plan pricing](/pricing) to see what your clients pay each month. FAQ ## Common questions About timing, requirements, and how this compares to other programs. [Become a Partner](/advantage-partner-program#form) How long does onboarding take for a new partner? Quick onboarding to get your co-branded portal set up and walk through your first referral with a partner specialist. After that, each individual client referral takes around 2 minutes. What if a client needs legal advice during the formation process? A Business Success Advisor is available to provide expert guidance when needed and refers legal questions to one of our attorneys — so the right expertise is always available and you're not on the hook for legal guidance. Can clients form entities in any state? Yes. We file LLCs in all 50 states, directly with the Secretary of State, within 24 hours at no upcharge. What does my client actually pay? Your clients pay the state filing fee and the registered agent fee. We share program-specific pricing details with you directly after you apply. How is this different from the general affiliates program? The Advantage Partner Program is built for licensed professionals — CPAs, tax advisors, financial advisors, and attorneys. It includes a co-branded portal with your firm's logo, direct access to client formation documents, and both one-time and first-year compliance revenue sharing. The general affiliates program covers one-time formation referrals only. ## See the program from the inside. Apply for portal access and we'll walk you through your first referral. [Become a Partner](/advantage-partner-program#form)[Program overview](/advantage-partner-program)