Affiliates introduce qualified users to a review-first crypto tax workflow. Every referral should understand that final report export remains gated by evidence and advisor-review readiness.
Create an affiliate account and use approved material that describes evidence preparation, import review and advisor handoff accurately.
Share the referral path with teams that need to organize crypto source data before tax review.
Referral messaging must not promise direct filing, guaranteed tax savings or final reports before readiness gates pass.
Commission tracking should follow approved referrals whose users complete the required onboarding and review workflow.
Program copy remains review-first and avoids unsupported outcome claims.
The product helps users prepare import evidence and review gaps before advisor handoff.
Import Review
Public claims stay limited to evidence preparation until report readiness gates pass.
Claim Control
Affiliate referrals should match teams that need organized crypto tax review workflows.
Referral Fit
Here you'll find answers to the most common questions our users.