Grant&Funding
Partner Program

Help Your Clients Access Every Grant They Deserve

Join the Grant & Funding partner network. Manage multiple clients, automate eligibility scanning, and earn revenue on referrals.

Built for Professionals Like You

Whether you manage 5 clients or 500, we scale with your practice

Accountants & CPAs

Add grant advisory as a service. Identify funding your clients are leaving on the table, without adding staff.

Average 6 programs per client

Grant Consultants

Streamline your workflow with automated eligibility, document checklists, and application tracking.

Save 5+ hours per application

Business Advisors

Differentiate your practice with data-driven funding strategies. Show clients exactly what they qualify for.

Up to $2M+ per client portfolio

Partner Tools & Features

Everything you need to manage funding for your entire client base

Multi-Client Dashboard

Manage all your clients from one workspace. See eligibility, applications, and funding status at a glance.

Bulk Import

Onboard up to 200 clients at once via CSV. Eligibility scans run automatically for every row.

Co-Branded Reports

Generate professional funding plans and eligibility reports you can share directly with your clients.

Revenue Share

Earn referral commissions on every client that upgrades. Build a recurring revenue stream.

Role-Based Access

Invite team members with granular permissions. Owners, admins, and users each see only what they need.

Partner Portal

Dedicated referral management with lead tracking, deduplication, and auto-routing for high-value prospects.

How It Works

1

Sign Up

Create your partner account. You get a workspace with multi-client support automatically.

2

Add Clients

Import clients via CSV or add them one by one. Eligibility scans run instantly.

3

Earn & Grow

Share funding reports with clients. Earn commissions when they upgrade or apply.

Ready to Add Grant Advisory to Your Practice?

Join the partner program today. No setup fees, no minimum clients. Start helping your clients access the funding they deserve.