For advisors and independent consultants

Turn the advice you already give into recurring revenue

You tell clients to form the entity, stay compliant, and keep the paperwork clean. Refer that work, or run it under your own brand, and earn a recurring share while we handle every filing across 51 jurisdictions.

Up to 25% recurring No fulfillment to build Whole book on one dashboard
2,400+ partners already earn with us SOC 2 Type II audited $4.8M paid to partners in 2025 4.9 from 8,200+ reviews 51 jurisdictions handled for you
0
Advisors and consultants earn as partners
$4.8M
Paid out to partners in 2025
0
Recurring commission, up to
0
Jurisdictions, fulfilled for you
The advice you give away

You send the entity work elsewhere for free

Every engagement includes the same moment: the client needs to form the company, get the EIN, appoint a registered agent, and keep the annual reports current. You point them to a filing site, they figure it out alone, and the recurring compliance relationship goes to someone else.

File.Business turns that hand-off into an asset. Refer the work and earn a recurring share, or run it under your own brand, while we fulfill every filing. You keep the advisory relationship, add a compliance offering with no team to build, and manage the whole book from one dashboard.

Pointing clients away
  • The compliance relationship goes to a filing site
  • No recurring revenue from work you sourced
  • No view of whether the client stayed compliant
  • Your brand disappears at the hand-off
  • You carry the risk of building fulfillment yourself
On File.Business
  • Recurring commission on every client you refer
  • Or your own brand on the client-facing portal
  • The whole book of clients on one dashboard
  • We fulfill the filings, you keep the advisory
  • No staff, no liability, no filing shop to run
What the referrals are worth

Put a number on your recurring share

Slide in your own numbers. This runs in your browser and shows recurring commission, not a quote. Current terms live on the partner program page.

$4,800
in recurring commission per year, growing as referred clients renew

$14,400
across three years if those clients stay subscribed

Illustrative, from your inputs. Recurring means it repeats while the client stays. See exact terms on the partner program or talk to a specialist.

Two ways to earn

Refer it, or put your brand on it

Pick the model that fits your practice. Move between them as you grow. Exact terms are on the pricing and partner pages.

Lightest touch

Refer and earn

Send the client to us with a link or a warm intro. We form the entity, run the compliance, and pay you a recurring share for as long as they stay.

  • Up to 25% recurring commission
  • Nothing to build or maintain
  • Real-time status on every referral
  • No liability for the filing work
See the referral program
Your brand, our backend

White-label the offering

Present formation and compliance as your own service. Your logo and domain on the client portal and the filing documents, our team doing the fulfillment behind it.

  • Your brand on the client experience
  • Partner pricing you set and mark up
  • One dashboard across every client
  • A full compliance line without hires
Explore white-label
How a referral becomes recurring revenue

From intro to monthly income, hands off

Five stages, all fulfilled by us. Select a stage to see what happens after you make the introduction.

Stage 1

Send the client, your way

Share a referral link, make a warm introduction, or invite the client into a portal that carries your brand. Either path, the client is captured and attributed to you from the first click.

Referral or white-label, you decide per client or set one default for the whole practice.
New referral: ORCHARD STUDIO
Attributed to you
Portal branded to your firm
Stage 2

We form and onboard the client

Formation, EIN, registered agent, and operating agreement, handled by our team across any of 51 jurisdictions. The client gets a clean setup, you get status updates, and nothing lands on your desk.

Multi-state clients are handled in one place, so a growing client never becomes your problem.
LLC formed · EIN issued
Registered agent active
Client onboarded, no work for you
Stage 3

Ongoing compliance runs on its own

Annual reports, registered agent renewals, and deadline tracking continue automatically. BosAI reminds the client and files on schedule, so the entity stays in good standing without your involvement.

You can watch it all in the Multi-Entity Dashboard whenever you want a view.
Annual report · ON TRACK
Registered agent · renewing
BosAI handles the reminders
Stage 4

The client stays because it works

A client whose compliance is handled cleanly renews. The relationship you started keeps producing, and because the fulfillment is reliable, your referral reflects well on your practice.

Retention is the point. Recurring revenue only works when clients stay, so we make sure they do.
Subscription · RENEWED
Good standing maintained
Client relationship stays yours
Stage 5

You earn a recurring share, paid on schedule

Commission is paid on an ongoing basis, not once, so a client referred this year keeps producing next year. The partner dashboard shows every referral, its status, and what it has earned.

See the current rate and payout schedule on the partner program page.
Recurring commission · PAID
Repeats every cycle the client stays
Tracked in your partner dashboard
How the partnership compares

Recurring beats a one-time referral fee

The other options either pay you once or make you build the fulfillment yourself. Here is the difference.

What you get File.Business partner Build your own fulfillment Refer to a consumer site Generic affiliate link
Recurring commission, not one-timeYour own marginNot availableUsually one-time
White-label under your brandNot availableNot available
Whole book on one dashboardIf you build itNot availableNot available
Fulfillment across 51 jurisdictionsYou hire and manageConsumer-gradeWhatever they offer
No liability for the filing workNot available
Dedicated partner supportNot availableNot availableSelf-serve

The honest version. If you have the scale to build your own filing team, you keep the full margin, and for some large firms that is the right call. For everyone else, a recurring partnership means a real compliance line without the hires, the software, or the liability. Compare the platform on the comparison hub.

Manage the whole book, not one client at a time

Every client entity, one dashboard

When you manage many clients, you see each one's filings, agent, and deadlines in a single view, so a whole portfolio stays compliant without chasing each entity.

Handle a whole book at once with Bulk Filings, and see the live view in the Multi-Entity Dashboard.

BosAI for your practice

Ask about any client, any deadline

BosAI watches every entity you manage or refer, so you can answer a client's question before they ask it.

BosAIPartner workspace, your practice

Which of my clients has a deadline in the next 30 days?

Three: Harlow Freight LLC (TX annual report, Aug 15), plus two registered-agent renewals. All are queued and will file on schedule, so you can reassure the clients without lifting a finger.

Draft a compliance offering I can send a new client.

Done. I have drafted a one-page overview under your brand covering formation, registered agent, annual reports, and BOI where it applies, with your referral link built in. It is in your vault ready to send.

How much recurring revenue is my book producing?

You have 34 active referred clients producing recurring commission, and 18 entities you manage directly. The partner dashboard shows the current run rate and the next payout date. See the partner program for the rate.
From a practice that made the switch

The referrals became a revenue line

I was sending every client to a filing site and getting nothing back. Now the same introductions pay me a recurring share, the clients get cleaner compliance than before, and I manage all of it from one screen without hiring anyone.
Independent management consultant
Solo advisory practice, Chicago IL
34
active referred clients producing recurring revenue
18
client entities managed on one dashboard
0
fulfillment staff hired to offer it

Representative composite based on partner outcomes. Earnings depend on volume, client retention, and the current partner terms.

For the questions consultants actually ask

Straight answers on earning, brand, and scale

Can I refer clients instead of doing the work myself?
Yes. Refer a client and we handle formation and ongoing compliance while you earn a recurring share, so you add value without becoming a filing shop or taking on the liability. Current terms are on the partner program page.
How does the revenue share work?
Partners earn a recurring share of the compliance subscriptions and services they refer, paid on an ongoing basis rather than once. A client referred this year keeps producing next year while they stay subscribed. The current rate and payout schedule are on the partner program page.
Is it white-label for my firm?
Yes. You can present formation and compliance under your own brand, with your logo and domain on the client portal and the filing documents, while our team does the fulfillment. See the white-label options, or refer under the partner program if you prefer a lighter touch.
Can I manage many client entities in one place?
Yes. The Multi-Entity Dashboard gives you a consolidated view of each entity's filings, registered agent, and deadlines, so you keep a whole book of clients compliant without tracking each one separately.
Do you offer bulk or volume filing?
Yes. Bulk Filings handle annual reports, agent changes, and registrations across a book of clients at once, so scaling your practice does not turn into an administrative bottleneck.
What do my clients actually get?
Proper formation, EIN, registered agent, and ongoing compliance handled correctly across 51 jurisdictions, with a document vault and a personalized compliance calendar. Because the fulfillment is reliable, your referral reflects well on your practice.
How does this help me scale without hiring?
You add entity and compliance services, or manage many client entities, without building a fulfillment team. The portfolio dashboard, bulk filings, and the referral or white-label model let you grow the offering and the recurring revenue at the same time, with no added headcount.
What does it cost to become a partner?
Becoming a referral partner is free to start. State filing fees are always passed through at cost, and platform and white-label pricing is published on the pricing page. A partnerships specialist can build a plan around your practice. Talk to a specialist.
Earn from the advice you already give

Refer it or brand it. Either way, get paid.

Become a partner in minutes, or talk with a partnerships specialist about white-label and volume plans built around your practice.

SOC 2 Type II · Recurring commission · State fees passed through at cost