Partner With Us

Partner with North America’s Leading R&D Tax Credit Platform

Help your clients maximize R&D tax credits with specialized expertise and proven technology. Join 100+ accounting firms, development agencies, and business advisors who trust Boast to deliver exceptional results.

Why Partner with Boast?

Specialized Expertise Your Clients Can’t Find Elsewhere

Your clients need more than general accounting services when it comes to R&D tax credits. Boast combines deep technical knowledge with tax expertise to identify qualifying activities that traditional firms miss. Our team speaks the unique language of innovation, maximizing credits while building audit-proof documentation.

Technology That Enhances Your Client Relationships

Our AI-powered platform automates data collection and streamlines the entire R&D credit process, reducing your clients’ time commitment by 75%. You maintain the relationship while we handle the technical heavy lifting, creating a seamless experience that strengthens client trust and satisfaction.

Proven Track Record with Shared Success

With $675+ million in R&D credits secured across 2,000+ North American businesses and a 100% audit defense success rate, Boast delivers results that protect your reputation. Our partnership programs offer competitive compensation structures that reward you for bringing value to your clients.

Choose Your Partnership Path

Referral Partner Program

Expand Your Service Offering Without the Overhead

Refer your clients to North America’s most trusted R&D tax credit experts and earn competitive referral fees for every successful engagement. You maintain the primary client relationship while Boast provides specialized R&D credit expertise, comprehensive claim preparation, and ongoing audit support.

Ideal for:

  • CPA firms and accounting practices
  • Business advisory consultants
  • CFO services providers
  • Tax planning specialists

What You Get:

  • Competitive referral compensation structure
  • Dedicated partner support team
  • Co-branded marketing materials
  • Regular partnership updates and training
  • Protected client relationships
Join Our Referral Program

Marketplace & Platform Partner Program

Integrate Best-in-Class R&D Tax Credit Solutions

Think Boast would be a strong addition to your marketplace, platform, or ecosystem? We partner with leading business platforms to deliver seamless R&D tax credit access to their communities. Our integration-ready solutions and white-label capabilities create value for your users while driving engagement and revenue.

Ideal for:

  • Business software platforms
  • Financial services marketplaces
  • Startup accelerators and incubators
  • Industry association networks

What You Get:

  • Flexible integration options
  • Dedicated technical support
  • Revenue sharing opportunities
  • Co-marketing collaboration
  • Enhanced platform value proposition
Explore Platform Partnership

What Our Partners Say

“It’s good for the client because they get free money from the government, and it’s good on our part because we really have minimal input there. We connect you guys to the financials and payroll, and the Boast team just hops in and does most of it.”

John Hunt, CPA
Senior Manager, General Ledger Partners

“I look at programs where I need next to no support from our actual engineering team as awesome […] Engineers love writing code—they didn’t become CPAs for a reason. Boast made it really easy for me to provide all the data without pulling our technical team away from building our product.”

Erin Bury
CFO, Gaiia

Successful SR&ED claims made and counting
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Successful R&D tax credit claims prepared and defended
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Companies across North America use Boast to maximize returns, faster
0M+
In R&D tax credits and innovation funding accessed by our clients

Frequently asked Questions

Boast offers two partnership programs: a Referral Partner Program for accounting firms and advisors to earn fees while providing clients R&D tax credit expertise, and a Marketplace Partner Program for platforms seeking to integrate R&D credit solutions into their ecosystem.

Boast specializes exclusively in R&D tax credits, combining deep technical expertise with AI-powered technology. This specialization helps identify 25-40% more qualifying activities than general accounting approaches while reducing client time commitment by 75%.

Referral partners earn competitive fees for successful client engagements while maintaining primary client relationships. Marketplace partners benefit from revenue sharing arrangements and enhanced platform value. Specific compensation structures are discussed during the partnership consultation.

Let’s Start the Discussion