For CPAs, EAs, Bookkeepers & Tax Planners

A Real Revenue Line
For Your Firm.

Bring your clients onto a platform they’ll actually use — and get paid every month for as long as they stay. See how it works in a free 30-minute session built specifically for financial professionals.

Reserve My Seat — Free

No credit card required. Built for advisors, not end users.

Sound Familiar?

Most software partner programs are an afterthought. Ours is built to be an actual growth channel for your firm.

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Referral fees that don't last

A one-time finder's fee doesn't build a real revenue line for your firm.

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Clients on tools you can't see into

You're stuck reconstructing books instead of working from clean, real-time data.

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Slow, generic onboarding

Most platforms treat advisors as an afterthought instead of a growth channel.

What We’ll Cover, Live

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How the Commission Works

A tiered MRR-share structure that scales as you bring more clients over — not a flat one-time fee.

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The Platform, Live

A real look at Valortek Finance, the same tool your clients will use day to day.

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Certification & Directory Listing

What it takes to get listed in our public Advisor Directory and start receiving leads.

Live Q&A

Bring your questions about onboarding, data migration, or your existing client base.

Ready to See How It Works?

Reserve your seat now. Sessions are kept small so there’s time for real questions.

Reserve My Seat — Free