Partner Program
Become a CSAP Partner
A smarter way to grow your practice and help your clients save.
We’ve reimagined our Partner Program to deliver more value, more resources, and more revenue opportunities for our partners. Whether you’re an existing Partner or just discovering CSAP, now is the perfect time to get involved.
What's New In 2025
We’ve launched a new support model to turn our Partners into strategic tax-saving powerhouses.
Here’s what you’ll receive:
✅ Co-Branded Marketing Tools
One-pagers and content branded with your logo
Business cards with QR codes linked to your custom landing page
✅ Exclusive Partner Resources
Monthly educational webinars (real estate, tax, and cost seg topics)
Bi-weekly office hours with a CSAP rep for strategy and questions
Monthly newsletter with client-ready content and CPA education
✅ Direct Revenue Opportunities
20% commission on referrals submitted by July 31 and closed by August 31
Annual opportunities for CPE credit
Full referral tracking through our portal
How It Works?
- Who Should Join?
- CPAs and tax advisors
- Commercial real estate brokers and syndicators
- Financial planners and wealth managers
- Anyone with a client base of property owners
- Get Started!
- Register for a Kick-Off Webinar
- Access your co-branded materials and Partner dashboard
- Refer qualified clients using our easy submission form
- Earn commissions and grow your role as a strategic advisor