ProfitMax Agent & Affiliate Program
Bring Your Book.
Multiply Your Income.
As a ProfitMax Agent, you gain access to a portfolio of proven tax credit and business solutions, backed by a team of specialists and a dedicated back-office support system. You focus on the relationship. We provide the expertise, analysis, and operational support.
The result? More value for your clients, new revenue opportunities for your business, and a trusted team working behind the scenes to help you succeed.
Onboarding a client is simple.
Getting paid is automatic.
You bring the relationship. ProfitMax makes it simple and easy for you to run a specialized assessment that reports overlooked tax credit refunds and hidden gaps for your clients and then delivers the business solutions that increase their bottom line revenue. Every payout is tracked for you.
Onboard your client
It's simple. Invite a business owner from your book in minutes. No tax knowledge required. You stay the trusted relationship while ProfitMax does the heavy lifting.
Run the specialized assessment
Our 30-minute ProfitMax Assessment uncovers tax credit refund opportunities and flags the gaps and financial risks hiding across their business.
Deliver solutions & earn
ProfitMax specialists implement the right tax credit and business solutions to grow your client's bottom line while you earn commission on every engagement.
Track every payout. Report on every solution.
Behind the scenes, at ProfitMax, Lifetime Navigator's back office keeps the money side organized so you always know what you've earned and what's working.
Commission tracking
A real-time view of every payout across your book — what's pending, what's paid, and what's coming next.
Reporting on every ProfitMax tool
Automated reports tied to each ProfitMax tool and solution you put to work — clean deliverables, ready to share with clients.