Independent Advisor Program
Your clients are leaving money on the table. Help them find it.
Join the Opscale Exchange Advisor network and add real, measurable value to your existing client relationships. We do all the work. You earn on every successful engagement.
Shared expertise. Full results.
Referred Clients
14 Active
Assessments Completed
11 of 14
Programs Identified
- SBIR
- STTR
- USDA
Your Earnings
— disclosed at onboarding
Next Payout
11 of 14
Who This Is For
Built for professionals who already serve SMBs.
If you work with small and mid-sized businesses, chances are your clients are missing programs they qualify for. Opscale Exchange gives you a way to surface that value without adding to your workload.
CPAs & Accountants
Add an incentive recovery layer to your client relationships without expanding your service offering.
Financial Advisors
Help business owner clients uncover liquidity they did not know existed. Strengthen your advisory relationship.
Business Consultants & Fractional CFOs/COOs
Bring a concrete, revenue-positive tool to every engagement. Get credit for finding money your clients were missing.
HR & Payroll Firms
If your clients own or lease commercial property, Cost Segregation studies can unlock significant tax savings you can bring to the table today.
Commercial Bankers & Lenders
Help clients improve cash flow and reduce tax liability before or after a deal closes. Add value at every touchpoint.
Business Attorneys
Refer clients who import goods, hold commercial property, or run innovation-driven operations — all three programs may apply.
Insurance Agents & Brokers
Deepen your client relationships by connecting them to financial recovery programs alongside your coverage solutions.
Chambers & Business Associations
Bring a tangible financial benefit to your member community. A partnership with Opscale Exchange is a membership perk that pays.
How It Works
Three steps. Zero extra work for you.
You make the introduction. We handle everything from there the assessment, the specialist matching, the documentation, and the claims process.
01
02
03
CPAs & Accountants
Share your unique advisor link or submit a referral through your advisor portal. Takes less than two minutes.
We Take It From There
Opscale Exchange runs a free assessment, identifies qualifying programs, and connects your client with the right specialist. You stay informed. We do the work.
You Get Paid
When your client’s claim is successfully processed, you earn a referral fee automatically tracked in your advisor portal. No invoicing, no chasing. Your earnings are calculated and paid through our platform.
DON’T WAIT 6–18 MONTHS FOR WHAT YOU’RE ALREADY OWED
No wait. No guesswork. Your money, on your timeline.
What You Earn
A revenue stream that runs on referrals you already make.
Every client you refer who recovers money puts money in your pocket — with no cap, no minimums, and no extra work.
20–50%
Per Successful Engagement
Paid on every recovery not just the first one. Your share scales with the size and complexity of the engagement.
Pending final confirmation
No Minimums. No Maximums.
No quotas, no thresholds, no pressure. Refer one client or one hundred — every successful engagement pays
Real-Time Advisor Portal
Track every referral, recovery, and payout from a single Advisor Portal — full transparency, always on.
Recurring Opportunity
Many clients have multiple recoveries over time. One referral can keep producing revenue for years.
Your Clients Stay Yours
We never cross-sell, market, or contact your clients outside the engagement. The relationship stays with you.
What We Handle
You refer. We do the rest.
You do not need to become an expert in R&D credits, cost segregation engineering, or tariff law. That is exactly what our specialist network is for.
Zero cost to refer
o fees, no subscriptions, no setup. Submitting a client costs you nothing ever.
Submit in under 2 minutes
A short intake form is all it takes. No paperwork, no back-and-forth on day one.
Specialists do the work
Our vetted network handles R&D credits, cost segregation, tariff recovery, and more.
No expertise required
You don't need to know the rules. You just need to know the client.
$0
Cost to refer
<2 min
To submit
100%
Handled by specialists
0
Expertise Required
Ready to add a revenue stream that costs you nothing?
Become an Opscale Exchange Independent Advisor
Optional one-liner above button: “Ready to start earning? Join the network in minutes.”
Become an Opscale Exchange Partner
Ready to add value to every client conversation?
Apply in under two minutes. We will follow up within one business day to schedule your onboarding call and walk you through the program.
HAVE QUESTIONS?
We'd rather answer them now.
Browse the common questions below. Or send us yours — we’ll get back to you within one business day.
How do I know if my client qualifies?
You don’t need to figure this out on your own. Your client — or you on their behalf — can submit basic information directly through our website using your unique Advisor ID or your personal advisor referral URL. From there, our team and the Opscale Intelligence platform handle the eligibility screening. Most qualifying decisions are completed quickly you will be kept informed throughout. Download the Qualification Cheat Sheet (PDF).
Do I need any licenses or certifications?
No. There are no licensing requirements to become an Independent Advisor. Our specialist network licensed CPAs, attorneys, and tax professionals handles all technical work, filings, and client-facing advisory. You make the introduction. We handle the rest.
How and when do I get paid?
You earn a referral fee on every successfully processed client engagement. Fees are tracked automatically in your Advisor Portal and paid through PayQuicker a secure digital payments platform. You will receive a notification when a payment is issued. No invoicing, no chasing.
Will you prospect my clients for other services?
We are laser-focused on our four core programs: R&D Tax Credits, Tariff Refunds, Cost Segregation, and IRS Penalty Refunds (Kwong v. United States). When we identify new tax credits, incentives, or grants that may benefit your clients, we will notify you first so you can be the one to bring that opportunity to them. Your client relationship stays intact and yours.
What programs do you cover?
We currently focus on four core programs: R&D Tax Credits, IEEPA Tariff Refunds, Cost Segregation, and IRS Penalty Refunds (Kwong v. United States). Our Opscale Intelligence platform continuously scans for new tax credits, incentives, and grants that may benefit your clients’ businesses. When new opportunities are identified, we will notify you directly creating a recurring revenue stream without any extra work on your part. Learn more.
Is there any cost to become an Independent Advisor?
None. It is completely free to join. No monthly fees, no minimums, no purchase requirements. You earn only when your clients recover, and there is no cap on what you can make. Learn more.