For financial planners, 401(k) advisors, CPAs, payroll and background-check partners

Earn 15% recurring commission helping your clients claim the credits they're missing.

Your small-business clients may qualify for SECURE 2.0 retirement plan credits, WOTC and state hiring credits. Refer them to TRAK. We do the credit work. You earn 15% of what we collect, every quarter, for as long as the client stays with TRAK.

Become a partner See how the credits work

employers served: 300+; employers served
client retention: 98%; client retention
in credits found: $500M+; in credits found

Why advisors partner with TRAK

Add value to every plan conversation.

Show clients how a new 401(k) can be partly or fully offset by federal credits.

No delivery burden.

TRAK's specialists handle eligibility review, documentation and filing support.

Recurring income.

15% of collected revenue from each referred client, paid quarterly.

One referral, more services.

Clients may also benefit from WOTC, other federal and state credits, and Clear I-9 compliance.

Built for the firms employers trust.

CPA firms

Extend your tax advisory work with workforce credit discovery, documentation and specialist support.

Financial planners

Connect business-owner clients with tax credit opportunities, including eligible 401(k) plan startup credits.

Payroll companies

Complement payroll services with tax credit screening and Clear I-9 compliance for the employers you already serve.

Background check companies

Expand your hiring services with Clear I-9 verification and workforce tax credit opportunities.

Two ways to work together.

Connect your clients

Referral partners

Introduce clients with a tax credit or Clear I-9 compliance need. Trak's specialists work with them on the assessment and next steps, while you stay focused on your core services.

A fit for advisors and service providers who want to make a trusted introduction without taking on delivery.

Expand your offering

Reseller partners

Bring Trak's tax credit and Clear I-9 services into your client offering. Work with our team to define the services, client experience and delivery responsibilities that fit your business.

A fit for firms building a broader employer-services offering with specialist support behind it.

Referral partners earn 15% recurring commission on revenue TRAK collects from each referred client, paid quarterly. See the Partner Program Terms. Reseller arrangements are discussed individually.

More value for the same client relationships.

Tax credits & incentives

Help clients explore WOTC, 401(k) plan startup credits and other applicable federal, state and local incentives.

Explore tax credits

Clear I-9 compliance

Connect clients with guided I-9 completion, document verification, E-Verify and audit-ready recordkeeping.

Explore Clear I-9 services

The SECURE 2.0 credits, in plain terms

For employers with 100 or fewer employees (each paid at least $5,000 the prior year) and at least one non-highly compensated employee in the plan:

Startup cost credit

100% of eligible startup costs (50% for 51–100 employees), up to the greater of $500 or the lesser of $250 per eligible NHCE or $5,000 — per year, for 3 years.

Auto-enrollment credit

$500 per year for 3 years for adding eligible automatic enrollment.

Employer contribution credit

Up to $1,000 per eligible employee per year, phasing down over 5 years (reduced for employers with 51–100 employees; excludes employees above the IRS wage limit).

Claimed on IRS Form 8881. Source: irs.gov/retirement-plans/retirement-plans-startup-costs-tax-credit

Not tax advice. Eligibility depends on each employer's facts.

How it works

01
Sign up online and accept the Partner Terms (about 3 minutes). You get a partner ID and a personal referral link.
02
Refer clients via your link or the referral form. We confirm attribution by email.
03
TRAK reviews eligibility and handles the credit work with your client.
04
You get paid 15% of collected revenue from that client, quarterly.

What TRAK does for your clients

401(k) startup, auto-enrollment and contribution credits (Form 8881)
WOTC
FICA Tip, Empowerment Zone and other federal credits
State credits
Clear I-9 verification and E-Verify

Commission at a glance

Rate: 15% of revenue TRAK actually collects from each referred client.
Duration: Recurring, for as long as the client remains an active, paying TRAK client and you remain a partner in good standing (see Terms).
Payout: Quarterly, within 30 days after quarter end, with a statement, paid by ACH.
Attribution: First valid referral wins; 120-day window.

Frequently asked questions

Join the TRAK Advisor Partner Program

Free to join. Get your partner ID and referral link instantly.

By joining you agree to the Partner Program Terms.