You already know which clients qualify for funding. You're just not getting paid for it
You see every P&L, every bank statement, every revenue number in town. You prepare the financials that qualify your clients for $50,000 to $500,000 in funding. Someone else submits the file and earns $5,000 to $15,000. This changes that.
The Real Problem
Your complete year-round revenue solution
You are working three or four months a year. Making good money during tax season. Then watching it dry up the other eight or nine.
You know you need year-round revenue. You know you should be offering financial services. But building a website, finding lender partners, integrating systems, that is a $10,000 project and six months of headaches you do not have time for.
So we built it already. Branded as yours, live in two business days, with the lender network, the scan, the coaching and the teams already inside it.
View Plans & Pricing- No website to build
- No lender partners to chase down
- No systems to integrate
- No underwriting for you to learn
- No second job added to April
- Live under your brand in two business days
The Framework
The three R's of tax practice growth with BankableIQ
Retain
A client who hears from you in July, not just every April, remembers who their tax pro is when filing season rolls back around. BankableIQ gives you a reason to check in.
Revenue
Every client you put through the system earns at funding, through the profile-building stretch, and again at bankable funding. That revenue lands in May, June, August, not just in the four months your income is concentrated in.
Repeat
A client you funded tells the next business owner, and they come to your platform with your name on it. That's how a seasonal practice starts feeling like a year-round one.
Why One Client Is Worth More Than One Tax Return
The 3-Goal System, running on your own platform
A tax return is a single transaction. A client on your BankableIQ platform is not. You prepare the financials that qualify them for funding already. This is the system that lets you earn from it, at three separate points, under your own brand.
01. Initial Funding
Pre-qualify clients for multiple non-bankable programs using the financials you already have on file. Earn up to 40% commission on what they draw.
02. Build a Business Bankable Profile
Guide clients step by step to strong FICO® SBSS scores and full lender compliance. This is the long stretch of the relationship, and it runs through your off-season.
03. Bankable Funding
Unlock larger loans at lower rates with longer terms once the client is bankable. Bigger deal, bigger payout, and a client who credits you for getting them there.
Why Clients Stay
Retention you didn't have to build
40 days of follow-up, automatically
Every scanned prospect gets 20 targeted emails over 40 days under your brand. Clients hear from you in June without you writing a single email.
A full year of coaching
Professional coaches work with each client for a year toward becoming bankable. That's twelve months of reasons for the relationship to stay active.
No backend work added to April
Document collection, lender compliance checks, and a virtual coach on every step run themselves. You're not adding a second job to tax season.
Why Your Preparers Stay
If you have a team, this retains them too
Every preparer gets their own login
Unlimited staff and affiliate seats at no extra cost, each with a personal scan page and tracked prospects that are theirs, not lumped into the firm's total.
Income attributed to them, personally
A preparer who's built their own book of enrolled clients has a reason not to take that book to a competing practice next season.
You see the whole practice from one view
Every agent, processor, and preparer's activity rolls up to your admin login, so growing the team doesn't mean losing visibility.
The Problem Your Clients Have
They keep getting declined for funding
No business credit profile
You see it on their return every year: revenue running entirely through personal credit. Lenders can't evaluate the business on its own.
Compliance gaps
Missing DUNS number, wrong business address on file, unlicensed entity. Small things that trigger auto-declines before a human ever reviews the file.
Docs not organized
You already have the financials. Most lenders never see an organized version of what's sitting in your files.
What BankableIQ Fixes
A systematic path you can deliver
Business credit built from scratch
Vendor accounts, net-30 tradelines, and business cards added in the right sequence to build all three bureau scores.
20-point compliance verified
Every lender compliance item checked and corrected before the client applies for anything.
Documents collected automatically
The system gathers and organizes what lenders need, on a schedule that runs whether or not it's April.
The Actual Math
What one client from your practice is actually worth
Not an illustration. This is how the payout is structured, the same rate every partner runs on.
Your clients convert far above cold traffic
Per 100 completed scans run through your platform, about 60 pre-qualify, 30 apply, and up to 6 fund. The general applicant pool funds at under 1 per 100. A client who already trusts their tax pro finishes the process.
Up to 40% of every dollar collected
Opt in to done-for-you funding and Bankable's team handles underwriting, documents, and lender placement. You earn up to 40% of all fees collected on that deal, from both the client and the lender.
$1,500 flat, per coaching sale
Separate from funding entirely: every time a client buys the full-year "become bankable" coaching package under your brand, you receive a flat $1,500. No funding required to earn it.
Your Competitive Edge
You become the tax pro who gets clients funded
Your clients already trust you with their numbers. Put that trust to work year-round.
Schedule a demo to see how BankableIQ fits into your tax practice, in season and out.