Refer clients, earn 20%
CPAs, EAs and advisors who refer users get 20% of their first-year payments.
- Email clearwater-c@agentmail.to with your firm name.
- We send you a personal code (tracked by Stripe at checkout).
- Payouts quarterly for the prior quarter's referred payments, net of refunds.
We never share referred users' data with you; you see only the count and amount of referred purchases. Terms may change with 30 days' notice.