Earn with the CPA Pilot Referral Program
Tax firms and their clients earn commissions for every successful referral. Simple, transparent, and built for CPAs.
Refer. Track. Earn.
Three steps to start earning commissions from the CPA tools you already rely on.
Share Your Link
Get a unique referral link from your CPA Pilot dashboard. Share it with colleagues, peers, accounting associations, or anyone in your professional network who could benefit from AI tax tools.
Your Referral Signs Up
When someone signs up for a paid CPA Pilot subscription using your link, they're automatically tracked to your account. There's nothing more you need to do — the system handles attribution.
You Earn a Commission
Receive your commission automatically each month as long as your referred subscriber remains active. No invoicing, no manual tracking, no chasing payments — it just works.
Open to Tax Firms and Their Clients
The referral program is designed for two groups — tax professionals and the business clients they serve.
Tax Firms
Refer colleagues, peer CPAs, or other firms in your professional network. If you're part of an accounting association, study group, or peer-review community, your referral link works everywhere.
Firms that refer five or more active subscribers qualify for volume commission bonuses — a meaningful passive income stream for firms with large professional networks.
Tax Firm Clients
Business owners and individuals referred by their CPA can also earn commissions by referring others in their own professional networks — business associations, industry groups, and entrepreneurial communities.
Your clients don't need a CPA Pilot subscription to participate. They receive their own unique referral link and earn commissions independently of their firm's account.
Transparent Commission Structure
No hidden tiers, no opaque calculations. You'll always know what you earn and when you'll be paid.
Standard Referral
Earn a percentage of each referred subscriber's monthly fee for as long as their subscription remains active. One referral can earn you commissions for months or years.
Volume Referral Bonus
Firms that refer five or more active subscribers earn a higher commission rate on all referrals — rewarding the most active partners in the program with meaningfully better economics.
Annual Plan Bonus
When a referral signs up for an annual CPA Pilot plan instead of monthly, you earn an additional one-time bonus on top of your standard recurring commission.
Exact commission rates are shared when you receive your referral link. Contact us to get started.
Get Your Referral Link →Four Reasons CPAs Refer CPA Pilot
The referral program is built around a simple premise: if it already saves you time, it's easy to share.
Passive Income from a Tool You Already Trust
You're already using CPA Pilot in your own practice. Referring colleagues doesn't require selling something you don't believe in — it's sharing a tool that already earns its keep.
Your Clients Get Better AI Tools
Enabling your clients to access CPA Pilot referral commissions adds a financial benefit to the relationship without any additional service burden on your firm.
Easy to Track and Manage
Your referral dashboard shows every active referral, the commission status of each, and your total monthly earnings — all in one place. No spreadsheets, no manual reconciliation.
No Selling Required — It Sells Itself
Share your link and let CPA Pilot's free trial do the work. Tax professionals who try it typically convert on their own — your referral just ensures you get credit for the introduction.
Included with Fractional Chief AI Officer Engagements
Fractional CAO Clients Get Preferential Referral Access
Firms that engage a Fractional Chief AI Officer through CPA Pilot automatically receive access to the referral program as part of their engagement — with preferential commission rates and an extended tracking window not available to standard referral partners.
This means your AI investment pays dividends in two directions: operational efficiency gains inside the firm, and recurring commission income from the firms you introduce to CPA Pilot.
Learn About Fractional CAO Engagements →Fractional CAO Referral Benefits
Ready to Start Earning?
Contact us to get your unique referral link and join the CPA Pilot partner network.
Get Your Referral Link