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 Credit & Solution
Automated reports tied to each credit and solution you put to work. Clear deliverables, ready to share with clients.
Built for people who already have the relationships.
ProfitMax Agents come from different backgrounds, but they share one thing, trust with the business owners around them. If any of these sound like you, becoming an agent at ProfitMax is an opportunity that was built with you in mind.
The Independent Business Owner
You already have the client relationships. ProfitMax helps you earn more from them. Add a suite of expert-led tax credit and profit optimization solutions that complement your bookkeeping, accounting, payroll, HR, or financial services business. You make the introduction. ProfitMax does the rest. More value for your clients. More recurring revenue for your business.
The Entrepreneurial Career Changer
Exiting a traditional employment model and actively looking for an independent income opportunity with real earning potential. You have a professional background, and alreadt understand business, and want more control of your schedule and income without building from scratch. ProfitMax gives you an established infrastructure, a product suite, and a commission path — no brand or product to create.
The Networked Relationship Builder
You already have the network. ProfitMax gives you more value to bring to it. Whether you're active in a chamber of commerce, trade association, or industry group, your credibility is your greatest asset. As a ProfitMax Agent, you gain access to a suite of expert-led business solutions that naturally complement the conversations you're already having. No selling, just opportunity.
Become a ProfitMax Agent
Join the ProfitMax team and leverage additional business solutions and support your client's bottom line.
More than tax credit recovery.
As a ProfitMax Agent, you unlock a growing portfolio of business solutions designed to increase cash flow, improve profitability, and strengthen business value — all backed by experienced specialists and dedicated back-office support.
Tax Credit & Recovery Solutions
- Research & Development (R&D) Tax Credits
- Employee Retention & Hiring Incentives
- Energy & Sustainability Incentives
- Manufacturing & Industry-Specific Credits
- State & Federal Tax Credit Recovery
- Retroactive Tax Credit Reviews
- Tax Credit Discovery & Qualification Assessments
Additional Business Solutions
- Group Benefits
- Payroll Solutions
- Merchant Services
- Commercial Lending
- Health Management Strategies
- Class Action Settlement Recovery
- Additional vetted financial and operational solutions as they're added to the platform
Simple To Use,
Powerful Results.
The ProfitMax Assessment Tool gives every agent a proven roadmap to uncover opportunities, qualify prospects, and confidently guide business owners toward the right solution without becoming the specialist.
"Never wonder what to ask next."
It's the fear every new agent has. The ProfitMax Assessment removes that anxiety, so you can focus on the relationship and let the framework guide the conversation.
Start free. Grow when you're ready.
Every plan is built to help you spot opportunities in the conversations you're already having, then ProfitMax gives you more tools as your book grows.
60-Day FREE Access
Perfect for agents who want to identify opportunities before recommending solutions.
Get Started- Business Assessment Tool
- 1 Business Solution - Unlimited assessments
- Instant PDF reports
- No Contact Database integration
Start finding opportunities in every business conversation.
Professional
Everything in Explorer, Plus $200 in Value. Only $99 to Put It to Work.
Start Today!- Business Assessment Tool
- All Business Solutions - Unlimited Assessments
- Instant PDF reports
- Client contact management
- Specialist booking portal
- Sales conversation scripts
- Referral Tracking & Pipedrive Integration
Everything you need to identify opportunities and confidently start conversations.
Partner
Everything in Professional, plus a complete marketing system to help you attract more business owners.
STAY TUNED!- Marketing Portal
- Ready-to-use social posts
- Email campaigns & Solution Templates
- Landing pages
- Downloadable guides & templates
- Campaign calendar
- Co-branded assets
Grow your business while growing your clients'.