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By becoming an affiliate, you’re not just earning commissions—you’re helping tax professionals access innovative tools, expert support, and industry-leading solutions.
MEMBER Benefits
Tax Training & Certification
Unlock your potential with Suntax Academy—your all-in-one hub for expert-led training programs, comprehensive courses, and practical resources in taxation, accounting, and related fields. Join live sessions with our seasoned instructors, master the software, and get your questions answered in real time. Complete the program and earn your Tax Pro Certification, equipping you with the credentials and confidence to launch or elevate your career.
Exclusive Training & Certification
Members gain access to expert-led tax training, live sessions, and certification programs to boost credibility and confidence.
Marketing & Lead Support
Done-for-you campaigns, branded materials, and lead generation tools to help agents grow their client base faster.
Cutting-Edge Software Access
Members use intuitive, professional-grade tax software designed to streamline filing and reduce errors.
Dedicated Call Center Support
A 200-person bilingual team ready to assist with customer service and sales—so agents can focus on growth.
Fast Funding & RT Payouts
Accelerated refund transfers and payout processing to keep cash flow strong and clients happy.
Community & Collaboration
Join a network of like-minded professionals, share best practices, and stay inspired through peer support.
Growth Pathways
Opportunities to scale into leadership, build a team, or expand into financial services and insurance including Life Insurance, ACA / Health Insurance, Telemedicine for Humans and Pets, Travel Insurance, Merchant Services, Mobile Bank App, Living Trust, & Property Assessment Programs.
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As a Referral Partner, or ERO/PTIN, you’ll unlock access to high-impact Upsell solutions—from cutting-edge Insurtech and Fintech tools to top-tier commission programs—all designed to accelerate growth and maximize earnings. Best of all, most programs require no license, making it easy to get started and scale fast.
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