Chainwise Alliance Program

The Chainwise CPA Alliance Program is a two-tier partnership designed for crypto tax professionals, CPA firms, law practices, financial advisors, or related service providers who serve high-net-worth and crypto clients.

Expand your services. Earn referral income.
Build trusted partnerships.

Joining the Chainwise Alliance means you’re never on your own when crypto tax questions arise. Whether you’re a solo practitioner or a firm with a broad client base, you’ll gain a trusted partner working behind the scenes so you can focus on what you do best.

We provide the tools and support that make you look good to your clients while creating revenue opportunities for your practice.

As an Alliance Partner, you’ll receive:

Referral Rewards

Earn commissions or reciprocal benefits every time you introduce a client who engages our services.

Growth Opportunities

Pathways to co-market, collaborate, and expand into a deeper Preferred Partner relationship as demand grows.

Partner Resources

Access to client-ready explainers, a toolkit, and newsletters that make referrals seamless.

Client Confidence

Reassure your clients with white-glove service and a partner who protects their trust — and yours — every step of the way.

Who We Partner With

The Chainwise Alliance is built for professionals and organizations who want to serve clients better without taking on crypto tax complexities themselves. We look for trusted partners who share our values of integrity, transparency, and client-first service.

Membership Options: Built for Growth

Start as an Alliance Member for flexible referrals, or step up as a Preferred Partner for deeper collaboration and greater rewards.

Curious about which level of partnership fits you best? Explore our side-by-side breakdown of Alliance Member (Tier 1) and Preferred Partner (Tier 2) to see exactly what you’ll gain at each stage.

Alliance Member

Crypto tax professionals, accounting/tax firms, law firms, software companies, blockchain companies, and crypto platforms who want to stay connected and collaborate.

Benefits

Requirements

Preferred Partner

High-trust firms aligned with our values, willing to engage in reciprocal referrals,  co-promotion, and compliance with our referral tracking system.

Additional benefits (everything in Tier 1, plus)

*from referred clients

Requirements

*Must follow the Referral Program Standard Operating Procedure (SOP), which requires all referrals to Chainwise to go through Tapfiliate, with reciprocal tracking links set up if the partner has their own system

Ready to Join?

We’re excited that you’re considering joining the Chainwise CPA Alliance Program. Taking the next step is easy. Fill out the form below (or on our website’s Alliance page) to request a follow-up and start the application process. This will help us learn about your firm and how we can best collaborate.

Briefly describe what services your firm provides
Tell us why you believe your firm would be a strong Alliance partner. This could be your experience, client base, philosophy, or anything that stands out.
Any additional comments or information about your goals, expectations, or questions for us.

Once we receive your application, our team will review it and get back to you. We will further discuss the next steps (including reviewing the partnership agreement and setting up your referral tracking link). We aim to ensure every partner is set up for success from day one.

Frequently Asked Questions (FAQ)

How do referral commissions work?

When your referred client engages our services, we track the referral (link or noted attribution) and pay a commission based on agreed terms. Payout timing is outlined in the agreement. If regulations limit commissions for your profession, we can discuss alternative benefits.

There’s no hard quota. We look for quality collaboration, successful referrals, and shared goals. Upgrading is a short, tailored conversation. Also, each party must provide either a discount or priority onboarding to referred clients in Tier 2.

No. You can maintain other partnerships and still handle crypto work in-house. We aim to earn your trust through results, not restrictions.

No. We act as your crypto tax partner, not a competitor. Your client relationship remains yours.

There are no minimums or hidden fees. We simply ask for ethical referrals and clear communication.