FAQs – SmallBiz Partner Program

Here are the services that you can offer clients when you partner with SmallBiz:

• LLC Filings and Incorporation
• Business Licenses and Permits
• Doing Business As Business Names
• Filings for Foreign Qualification
• Initial and Annual Report Filings
• Modifications, Amendments and Name Changes
• Name Checks and Reservations
• Good Standing Certificates
• Withdrawals and Dissolutions
• Conversions and Reinstatements
• IRS Forms and Filings (Tax ID Form SS-4)
• Tax Elections as S Corp (Form 2553/8832)
• SUI Filings and Sales Tax Registrations
• Registered Agent Services
• Corporate Supplies and Kits
• Annual Meeting Minutes, Bylaws and Resolutions
• Compliance Services and Annual Filings in all states

You will be able to add great value to each client relationship as a trusted advisor. SmallBiz reseller program partners can provide LLC filings, incorporations, and compliance services for corporations to clients throughout the fifty states. While you provide tax advice, SmallBiz will do the preparation and filing, following your instructions and preferences. SmallBiz help includes a dedicated account manager and private label services that are always reliable, timely, personalized and accurate. As your silent partner SmallBiz will not contact your clients, ever. The reseller program will be your brand and your clients while we do the legwork.

When you are a referral program partner you will have a trusted resource to refer your clients to for incorporation, registered agent services, annual corporate compliance plus monitoring, and LLC filings in any and all of the fifty states. All you do is refer your client and receive a check. Alternatively, you can skip the payment and pass a discount directly to your client. You will have 24/7 account manager access to someone who will treat your clients well and send them back to you when the work is done.

Bookkeepers, accountants, CPAs, business coaches, any legal and tax professional, and anyone who represents clients who require filings for business formation and compliance services throughout the fifty states can join this program.

You do not pay any fee when you join the SmallBiz partner program. No yearly fees, no setup fees, no fees at all when you join either the Referral Program or the SmallBiz Reseller program. Sign up for free and use our services to help your clients and profit as well.

When you join the Reseller program you will receive a discount rate of twenty to thirty percent according to work volume. Referral partners can get a discounted rate of up to thirty percent. In both cases, you can choose to pass on savings to your client instead of receiving your fee.

Simply look on the SmallBiz website for retail rates. You will receive information about wholesale rates once you sign up and complete the process.

The level of volume determines wholesale pricing rates. New resellers get a twenty percent discount and that will go up to thirty percent as your volume goes up. All white label resellers are eligible for discounted rates.

There is no fee required to become a Reseller in the SmallBiz partner program. You always get wholesale pricing for products and services that can go as high as thirty percent from prices published on our site. Many of our clients have all branding removed from our documents and communications so that that you can use your own logo and brand. For no fee you can provide annual corporate monitoring and compliance services, LLC filings, and incorporation to your clients under your brand and your name.

No. You need to choose one program or the other, You cannot be both an affiliate and a partner.

When we join your program can it be as a referral partner as well as a reseller?

When we join your program can it be as a referral partner as well as a reseller?

The SmallBiz partner program is very flexible and allows you to join as a referral partner and a reseller. This is designed to support your advisory services in the most effective manner. Whichever is the best route for you, we are agreeable.

No. We have no minimum requirements for joining or maintaining your membership. We are always here to help you help your clients with LLC filings, business incorporation, and compliance services for corporations when you need the help.

At SmallBiz we work hard to help you succeed. We give you a dedicated manager for your account, private label services, and are always fast, reliable, and accurate. We are always a silent partner that does the work in the background and we never contact your clients. They are always your brand, name, and clients.

Yes, you will always be in the loop as we provide your Referral Program Partner clients with unequaled customer service. You will always be copied on all correspondence and will be kept up to date at every step of the process.

Yes, you may. You are always in charge of the fees that you bill to your clients for any services that are done through SmallBiz no matter what our charge is to you.

At SmallBiz we carry the top levels of omission and error insurance. We pride ourselves in giving the most transparent and open information in regard to our work in corporate compliance and business formation filing.

SmallBiz has attorneys on staff who review all filings and forms to ensure accuracy, clarity, and transparency for clients in every state. But, SmallBiz does not provide legal services now financial advice. We are a document filing service

Although a CPA or financial advisor is in the most favorable position to advise clients as to the best entity for structuring their business this advice is generally based on the tax consequences of the choice. It has little to do with the practice of law.

Your clients do not need an attorney to file the documents that SmallBiz files. Thus, using our services and avoiding high legal fees is generally appreciated by anyone starting a new business and dealing with the paperwork. In fact, because this is our line of work, we typically do it faster, better, and cheaper than an attorney would.

The reason for having us do the filings that you need instead of doing them yourself is to get the job done correctly, on time, and without problems. You can do it yourself but may end up resubmitting several times in order to fix errors. You may also waste valuable time that you need for other aspects of your own business.

There are, in fact, other businesses that do what we do. But, we stand alone in offering exceptional customer service, accurate and timely submission of needed paperwork, and great discounts for extra client volume. Because we always provide a 24/7 dedicated account manager you will never have problems contacting us to deal with any issue. This combination of personalized and exceptional service sets us apart and is why we are your best choice.

First of all, if you don’t use our services you don’t pay anything and don’t lose anything. Second, using our service is a great way to bring more clients into your business. You will be able to provide services for which a client might go elsewhere and never return. And, you will create a healthy income stream for very little labor. Clients who you refer to us will return to you, pleased with our services, and pleased with the fact that you referred them.

The risk of sending one of your clients away to get these services is that they will not come back. When you use the services of SmallBiz your clients will be well served and happy with your referral. And, they will come back to you. Meantime, you will earn a fee for your referral!