Chainwise Alliance Program

The Chainwise Alliance Partner Program is designed for professional firms and service providers who collaborate with Chainwise CPA to support clients with digital asset tax, reporting, and advisory needs.

Expand your capabilities.
Strengthen client relationships.
Navigate digital asset compliance with confidence.

Chainwise serves as a specialized digital asset tax partner, working alongside CPAs, advisors, and legal professionals to provide expert crypto tax solutions without requiring internal expansion.

As an Alliance Partner, you’ll receive:

  • Optional referral commission (typically 10% of net initial service fee)
  • Reciprocal referral opportunities
  • Co-marketing collaboration
  • Preferred Partner badge usage
  • Educational resources & crypto tax insights
  • Priority collaboration support

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.

How the Partnership Works

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?

Interested in exploring a strategic partnership?
Complete the form below to schedule a brief introductory call.

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.

When Clients Should Be Referred

Clients who:

  • Have complex cryptocurrency transactions
  • Hold assets across multiple exchanges or wallets
  • Participate in DeFi, NFTs, or staking
  • Require cost basis reconstruction
  • Need digital asset tax planning
  • Face IRS inquiries or crypto audits

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.

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 operate under a strict non-solicitation policy. Your client relationships remain yours. Our role is to provide specialized digital asset tax expertise while preserving your primary advisory relationship.

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

No. Referral commissions are optional. If professional regulations restrict you from accepting referral fees, you may participate through reciprocal referrals or collaborative opportunities instead.

Ideal referrals are clients who need specialized digital asset tax expertise, such as those with complex crypto transactions, multi-exchange activity, DeFi/NFT involvement, reconciliation challenges, or IRS crypto inquiries.

The onboarding process is straightforward and efficient:

  • Submit the application form.
  • Complete a brief introductory call.
  • Sign the Alliance Partner Agreement.
  • Receive your onboarding kit and referral link.
  • Begin referring clients and collaborating.