Apply as a Partner β†’
🎣 CPA Partner Program

Built for CPAs who get real estate.

RentReel is bookkeeping designed around the STR tax loophole β€” REPS, Β§469 material participation, cost seg, Schedule E automation. If you have STR-heavy clients, this makes them (and you) look good.

πŸ‘€ Client-side demo 🀝 CPA view demo πŸ“‹ Tax rules audit πŸ“§ Apply now
The Deal

What partners earn

Two tiers β€” plus a custom option for channel partners with 100+ clients. Every client referred at the discounted CPA-referred rate.

Cash
Signup Bonus
One-time payment when your referred client subscribes to Pro+ Tax. Vests after 60 days of retention (protects both sides from day-1 churn). Full amount disclosed in your application reply.
Rev-Share
Recurring Β· 24 months
Percentage of monthly revenue for 24 months per client. Structured to compound with your book β€” the more clients you refer, the more predictable the annuity.
Free
Personal Account
Lifetime Pro+ Tax account for yourself so you can explore the product and use it with your own portfolio.
✦ Beats the market
Our per-client 2-year payout is materially higher than Stessa's and Baselane's public partner programs β€” and your clients get real dollar savings on top. Exact numbers walked through when you apply below.
Client Rate

Your clients get $40/mo off

Referred clients pay $49/mo using your personalized promo code β€” versus public price of $89/mo. Real discount, feels like a real benefit of working with you.

Public Pro+ Tax price
$89/mo
Your clients (with your code)
$49/mo
Savings for them
$480/yr
Discount vs. public
45% off
Your Math

Payout scales with your book

Signup bonus stacks with 24 months of recurring revenue share per client. When you apply, we walk through the exact per-client cash and the 2-year projection for the book size you're bringing.

1) One-time signup bonus per client
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2) Recurring revenue share Γ— 24 months
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3) Real dollar discount to your clients
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2-year cumulative payout
Beats Stessa & Baselane

We share the full numbers privately when you apply below β€” including churn-adjusted projections and the enhanced Founding 15 payout structure.

Founding 15 Β· Enhanced Deal

First 15 partners get paid more

The Founding 15 cohort stacks a bigger cash deal and soft benefits on top. All slots open Β· nobody signed yet.

Bigger
Signup Bonus
Enhanced one-time payment over Standard tier. Still vests at 60 days retention.
Higher
Recurring Β· 24 months
Higher rev-share percentage than Standard. Meaningfully more per client over the full 24-month window.
Free
Firm Pro+ Tax Lifetime
Free lifetime Pro+ Tax for you AND anyone at your firm you designate β€” full-value seats, forever.
Limited to first 15 Β· 15 slots open

+ soft benefits stacked on top

  • Testimonial spot on rentreel.co homepage β€” your firm name + logo + quote in the "Trusted by CPAs" section
  • Case study feature β€” one-page write-up of your firm on the RentReel blog
  • Co-branded "Send to my CPA" template β€” your firm's branding on client export emails
  • Direct DM/Slack access to the founder (me) for feature requests from your clients
  • Quarterly office hours β€” 30-min group call with other founding partners to share tactics
Founding partner slots close at 15 partners or Dec 31 2026, whichever comes first. After that: Standard tier only.
Channel Partner Tier

100+ clients? Custom deal.

For firms with a book of 100+ STR-heavy clients, we build a custom package.

Extended
Longer Recurring Window
Longer duration than Standard tier β€” recurring revenue share stretches meaningfully past 24 months. Structured to compound with a large book.
Custom
Structure
Signup bonus, rev-share %, and duration all negotiable when you're bringing 100+ STR-heavy clients. Direct conversation with the founder to structure.

Plus co-marketing: logo on RentReel homepage as a channel partner, shared blog content, quarterly co-hosted webinar for our operator community. Direct conversation with the founder to structure.

The Ask

What we ask of you

In exchange for the compensation above, we ask three things β€” none particularly heavy.

πŸ“ž

Introduce RentReel where it fits

STR-heavy clients, clients wrestling with mortgage 1098s or Schedule E complexity, clients aiming for REPS or Β§469 material participation. Not everyone β€” just where it's genuinely a fit.

πŸ’¬

Quarterly feedback loop (30 min)

Once a quarter, hop on a 30-min call or async thread with the founder. Share what's working with your clients, what's broken, what's missing. Async is fine.

βœ…

Ad-hoc rule validation

Occasionally we'll ship a new tax feature (say, QBI safe harbor detection). We'll ping you a preview and ask: "Does this check out?" You reply yes / no / here's the tweak. Takes 5 min.

Apply to become a partner

3-minute application. I read every one personally and reply within 24 hours. First 15 partners get founding-member benefits.

By submitting you agree to receive a personal reply from Jordan Ueltschy about the partnership. No marketing spam, ever. Prefer email? [email protected]