How Our Partner Referral
Process Works?
On-Boarding Process
Get a fully automated portal with custom branding within 48 hours. We work closely with your corporate communications team to engage and inform franchisees about the credit
Document Collection
Our streamlined process uses automation and custom Dropbox solutions to minimize intrusion on owners during document collection and review.
Track Progress
Track each owner's credit progress transparently with our custom CRM system.
Audit Assistance
ERCredit provides audit-ready packages with substantiating data and offers assistance during audits.
Collect Rewards
ERCredit rewards and recognizes partners who excel with additional compensation perks, robust resources, and unique benefits.
Collaborate with our team of specialists and experience a hassle-free process
ERCredit collaborates with CPAs, Payroll Processors, HR Groups, and other professionals to address the valuation and eligibility aspects that may have been overlooked for the ERC Tax Credit. Through this partnership, we combine our expertise to ensure comprehensive support and guidance for clients in navigating the complexities of the ERC and maximizing their potential benefits.
Retention
In these unprecedented times, it is crucial to earn and maintain the trust of your clients as business owners navigate through the uncertainties caused by the pandemic. By providing comprehensive solutions when they need them the most, you can secure their trust and demonstrate your commitment to supporting them during these challenging circumstances.
Additional Services
By enhancing your service offerings, you can strengthen relationships with your clients and simultaneously foster the growth of your own business. By providing additional value and support, you can assist your clients in their growth endeavors. This mutually beneficial approach not only helps your clients thrive but also contributes to the expansion and success of your own business.
Efficiency
By introducing us to your client, you can rely on our team to handle the rest of the process seamlessly. Once we receive the necessary documents, our efficient turnaround time averages just 5 business days. We will ensure that all the required steps are taken care of promptly, allowing your clients to submit their Credit application without delay.
Partner Rewards
We provide referral rewards to payroll and accounting firms for each transaction or offer the option to make a donation of that amount to a charity of their choice.