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Agency · Business Banking

Offer Business Banking, under your brand.

Pre-vetted banking partner intros for clients delivered by File.Business under your firm's brand. Revenue share + dedicated CSM. Part of your client BOS.

Part of your File.Business BOS · 51 jurisdictions · 220K+ businesses
CLIENT VIEWYour FirmPROFESSIONAL SERVICESAGENCY · BUSINESS BANKINGBusiness BankingFiled by File.Business · Under your brandFILED BY US · YOUR BRANDREC. SHARE15-25%WHITE-LABELCSM INCLUDEDPARTNER LOGIN
How it works

A clean handoff, in 4 steps.

1

Sign agency agreement

15-25% recurring revenue share. White-label or co-brand.

2

Onboard clients

Bulk-import existing client portfolios.

3

We file under your brand

Clients see your firm; we do the work.

4

Dedicated CSM

Direct line for escalations.

FAQ

Common questions.

Can my agency offer business banking setup to clients?

Yes: through the File.Business partner program your agency can offer business banking setup to clients without doing the fulfillment yourself, referring the work while we handle it. It lets you add a service your clients need without becoming a filing shop. See the partner program to get started.

How does the revenue share work for business banking setup?

Partners earn a recurring share of revenue on the compliance subscriptions and services they refer, paid on an ongoing basis rather than one-time, so referring business banking setup can build recurring income. We flag the current partner terms on the partner program page so you know exactly how payouts work.

Do I need to be an expert in business banking setup?

No: that is the point of the partner model. You refer the client and we handle business banking setup and the ongoing compliance, so your agency offers the service without needing in-house expertise or taking on the filing liability. We flag how fulfillment works so you can offer it confidently. See business banking.

Is the business banking setup partner offering white-label?

The partner program supports agencies presenting compliance services to their clients, and we flag the current white-label and co-branding options on the partner program page. Either way, your agency adds business banking setup to its offering while we do the work behind it. See business banking.

How do my clients get business banking setup through my agency?

You refer the client, we deliver business banking setup and keep it compliant, and you earn a share, so the client gets professional handling while your agency earns recurring revenue. We flag the referral flow so it is simple for both you and your clients. See the partner program.

What is business banking setup and why do clients need it?

Business banking setup is a common need for small businesses, and getting it done correctly matters, which is exactly why offering it through a reliable partner helps your clients and your agency. We handle it properly so your referral reflects well on you. See business banking.

How and when do partners get paid?

Partners are paid on a recurring basis for the subscriptions and services they refer, so referring business banking setup produces ongoing income rather than a single commission. We flag the current payout schedule and terms on the partner program page so there are no surprises about how or when you are paid.

Who is the agency partner program for?

It suits marketing agencies, consultants, and firms that serve business clients who need business banking setup and other compliance services, letting you add value and earn recurring revenue without building a fulfillment team. We flag whether the program fits your agency on the partner program page.

How does my agency get started offering business banking setup?

Join the File.Business partner program, and you can start referring business banking setup and other services, with us handling fulfillment and compliance while you earn a recurring share. We flag the onboarding steps so your agency can begin offering it to clients quickly. See business banking.

Start your business in the next 5 minutes.

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