White-label Program · For CPA & Tax Firms

Your cost-segregation service. Our team behind it.

Offer residential, STR, multifamily, and manufactured-housing studies under your brand. We handle the software, analysis, expert review, Form 3115, and white-label support while your firm owns the client and sets the price.

Start Your White-label Setup

Live in about 20 minutes Standard residential: 2 business days Audit support included

The Economics

How the margin works

You buy at

Wholesale

Partner pricing for standard studies; non-standard work is scoped separately

You charge

Your retail

You set it. What firms charge is their business, and we never publish it

You keep

The spread

Plus the advisory work you package around the study

Worked example: a firm retains the spread between its chosen retail price and partner pricing, before its own review, advisory, and filing costs. Qualified new partners may begin with a complimentary first standard residential study.

White-label Support

From signup to live in 20 minutes

One call settles your wholesale terms. One setup step creates your partner code, your branded intake link, and your portal login together. There is no software to install and nothing for your IT people to do.

From that moment the delivery system is behind you: estimates, intake, analysis, expert review, Form 3115 when needed, the report under your brand, and support for your team and clients.

Branded intake link carrying your logo and firm name
Partner portal to track every study and your billing in one place
Estimator, intake embeds, and API for your website and workflow
White-label support that feels like a department of your firm

The partner portal form for submitting a client study

The actual order form. Submitting a client study takes your team about five minutes.

What your firm gets

Your brand, end to end. Your logo and firm name on the intake page and the delivered report.

CPA-ready deliverables. Asset classifications, depreciation schedules, methodology documentation, and Form 3115 for eligible look-backs.

A team behind your brand. We support the deliverable, your staff, and your clients through resolution.

2-business-day standard delivery. The target begins after a standard residential intake is complete; non-standard work is confirmed separately.

Residential specialists. Single-family rentals and STRs, duplex through fourplex, condos and townhomes, and manufactured housing.

Revisions and audit support. One round of revisions on every study; if one is examined, we provide documentation and respond to inquiries.

Start your white-label setup

Tell us your expected volume. We’ll set up the program, send the partner details, and offer a calendar link for a report walkthrough.