Apply as a design partner, a channel partner or both.

Application received.

Thanks. We reply within 2 business days, at the work email you gave us.

What happens next

1. We verify your license, permit and reviewer.
2. We send the partner, data and technology agreements.
3. You certify: 2 to 3 hours online.
4. You run the demonstration file in Sealed and Standard in your sandbox.
5. You pilot one quarter of one real client.

White-label adds a security review and your brand setup.

1. We confirm your licensing states and how your firm handles attest clients.
2. We send the advisory agreement and your disclosure letter.
3. You register your first client. Certification is optional, and opens the co-branded page.

1. We confirm your licensing status and any funding products.
2. We place you on the Filing or Advisory track and send the agreement.
3. You register your client list and send the confirmation links.

1. We confirm your role and states.
2. We send the advisory agreement.
3. You register your first client.

Applied as a design partner? We'll also ask how your practice works, so you can help shape the product before launch.

While you wait

Demonstration file (synthetic data)

Questions? Tell our partnerships team through our contact page.

Registration pending.

Protection starts when the client confirms. We'll email you when it does.

• If the client doesn't confirm, the registration lapses. You can register it again.
• Once confirmed, protection lasts 12 months from the confirmation date.
• If another partner registered the same client first and the client confirmed, we'll tell you. The client's choice prevails.