Polished Reports. On Time.
Every Client, Every Year.
When your clients use RightOffs, they arrive with tax-ready P&L reports. Less cleanup means you can serve more clients. Plus earn 33% recurring commission on every referral.
Tax Season Shouldn't Mean Cleanup Season
You became a CPA to provide strategic advice, not to spend hours sorting through client transaction messes.
The Shoebox Problem
Clients show up with disorganized receipts, random spreadsheets, and incomplete records. You spend hours just making sense of it.
The Re-Categorization Dance
Even clients using accounting software often have expenses in wrong categories. You re-categorize everything to Schedule C format anyway.
The Time Sink
Hours spent on cleanup work could be billable hours. But you can't charge $200/hour to fix a client's messy QuickBooks.
The Annual Repeat
Same clients, same mess, every single year. No matter how many times you explain Schedule C categories, it never sticks.
What if every client arrived with polished, tax-ready reports?
Less cleanup = more capacity = more clients you can serve.
How It Works for You
Polished reports on time. Capacity for more clients. Recurring income. Here's how CPAs are growing their practice with RightOffs.
Recommend RightOffs to Clients
Share your referral link. Clients connect their bank accounts and RightOffs automatically categorizes transactions to Schedule C line items year-round.
- Easy onboarding - clients set it up once
- Transactions auto-categorize to Line 8, 18, 24a, etc.
- Receipts attach to transactions automatically
Receive Polished Reports On Time
When tax season arrives, clients show up with professional P&L reports that map directly to Schedule C. No more scrambling or cleanup.
- Professional, Schedule C-aligned format
- Reports arrive organized and complete
- PDF or CSV export - ready for your workflow
Grow Your Practice
Less cleanup means more capacity. Serve more clients without working longer hours. Plus earn 33% recurring commission on every referral.
- Save 2-5 hours per client on cleanup
- Take on more clients with freed-up time
- Earn passive income on every subscription
Earn 33% Recurring Commission
On top of polished reports and capacity to serve more clients, earn passive income on every referral - whether they file taxes themselves or with you.
Your Potential Earnings
Based on clients using Pro Monthly ($15/month)
| Referred Clients | Monthly Earnings | Annual Earnings |
|---|---|---|
| 10 clients | $49.50 | $594 |
| 25 clients | $123.75 | $1,485 |
| 50 clients | $247.50 | $2,970 |
| 100 clients | $495.00 | $5,940 |
Commissions are recurring as long as clients maintain their subscription.
CPA Client Portal
A dedicated dashboard to manage all your RightOffs clients, view their reports, and track your earnings in one place.
- Manage all your RightOffs clients in one dashboard
- View client P&L reports directly (read-only)
- Track your commission earnings in real-time
- Onboard new clients with a single invitation link
- Get notified when clients' reports are ready
- Export multiple client reports at once
Join the Waitlist
Be first to access the CPA Portal when it launches.
Frequently Asked Questions
Everything you need to know about the CPA Partner Program
How much commission do I earn?
You earn 33% of every payment your referred clients make, for as long as they remain customers. For Pro Monthly ($15/month), that's $4.95/month per client. For Pro Annual ($150/year), you earn $49.50/year per client. Founder's Access referrals pay a one-time $100 commission.
How do my clients sign up under me?
When you join the CPA Partner Program through Rewardful, you receive a unique referral link. Any client who signs up through your link is automatically attributed to you. The 60-day cookie window means you get credit even if they sign up later.
What if my referred clients file their own taxes?
You still earn 33% commission! RightOffs helps clients whether they file taxes themselves or work with a CPA. Clients who DIY get tax-ready reports for their filing software. You earn passive income without any extra work.
How does RightOffs help with Schedule C preparation?
RightOffs automatically categorizes transactions to IRS Schedule C line items throughout the year. Clients export P&L reports that map directly to Schedule C lines (8, 9, 11, 17, 18, 24a, 24b, etc.). Whether they file themselves or bring reports to you, the data is tax-ready.
When and how do I get paid?
Commissions are paid monthly via PayPal or bank transfer once you reach the $25 minimum threshold. You can track all your referrals, clicks, and earnings in real-time through the Rewardful dashboard.
What is the CPA Portal?
The CPA Portal (launching Q1 2026) is a dedicated dashboard where you can manage all your RightOffs clients in one place. You'll be able to view client P&L reports directly, track your commission earnings, and onboard new clients with a single invitation link.
Do I need to use RightOffs myself to refer clients?
No, you don't need to be a RightOffs user to participate in the partner program. However, many CPAs find it helpful to understand the platform so they can better explain its value to clients.
What if my client cancels?
If a client cancels their subscription, you stop earning commission on that client. However, if they resubscribe later through the same referral link (within the cookie window), you'll resume earning commissions.
Is there a limit to how many clients I can refer?
No limit! Refer as many clients as you want. The more clients using RightOffs, the more you earn - whether they file taxes themselves or come to you with clean data.
Ready to Grow Your Practice?
Polished reports on time. More capacity for clients. Recurring commission. Join CPAs who are transforming their tax seasons with RightOffs.