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Manage Request Like This...






Ownership


If you are the owner of an organic listing on the platform you can claim it by verifying your ownership. It is quick and easy.


After claiming a listing you can edit its content and add features. You can also promote the business to get more requests.

Requests


Send your request to several CPAs by completing one form, once. This saves you time and allows the service providers to compete for your business equally.


You are always in control of who gets to bid on your businesss as you select the CPAs you send requests to.

Automate


Automate request handling using the webhook. By using the webhook you can integrate requests from cpaformations.com directly into your existing workflow.


Generally, partner who automate using this webhook feature saves time and ends up providing a faster and more consistant customer experience.

Promote


You can use cpaformations.com to promote your business to potential customers. When both claiming and promoting your business you signal to potential customers that you are indeed ready to handle their business.


Below, you can learn more about how to promote your business.





Advertising & Premium Partners


You can use the platform as a partner, free of charge. You can also promote your listings to increase the requests you get, or convert to a premium partner for additional benefits.


Advertising


New partners get a $50 advertising credit. The credit is automatically applied when converting to a business account.


Partners can promote listings using advertising features. We only charge for actual requests sent by customers (cost-per-request), and you are always in control.



Only pay for actual requests.


We only win if you win.

We only win if you win.

Set you 28-day budget.


You control your maximum spend.

You control your maximum spend.

Set your maximum CPR.


You control how much you maximum want to pay for a request.

You control how much you maximum want to pay for a request.

Spend based on real-time auction.


Auctions incorporate your efforts to attract customers immediately.

Auctions incorporate your efforts to attract customers immediately.

The quality of your listing counts.


When you improve listings, you improve your performance.

When you improve listings, you improve your performance.






Premium Partners


Join our premium partner program to gain additional benefits.


Monthly plan

Cancel anytime

$14.99

equal to $179.88 / year

Annual plan

Save 40% vs. monthly plan

$8.99

equal to $107.88 / year




Premium features


Members get additional benefits that improve the chance of winning new customers, and help engage more effectively with potential customers.



Auto replies


Respond to customers automatically and immediately when receiving a request.

Respond to customers automatically and immediately when receiving a request.

Auction uplift


Receive automatic boost in auctions for all your sponsored listings.

Receive automatic boost in auctions for all your sponsored listings.

Pre-selection


Receive pre-selection by customers when ranking high in search results.

Receive pre-selection by customers when ranking high in search results.

Product extensions


Add product snippets to your listings to improve ranking and user engagement.

Add product snippets to your listings to improve ranking and user engagement.

Bulk listings


Add all your listings with a straight forward bulk upload via .csv file.

Add all your listings with a straight forward bulk upload via .csv file.





How to start


CPAs play an important role in ensuring compliance and smooth operations for entrepreneurs. cpaformations.com is designed to bridge the gap between CPAs and entrepreneurs seeking their services. Read this to learn more about how CPAs can start with cpaformations.com and how becoming a partner can help grow your business.


Signing Up and Creating Your Profile


To get started with cpaformations.com, registered agents first sign up on the platform at dev.cpaformations.com.


  1. Sign Up: Sign up to a regular account.
  2. Convert to a partner account: Once you have a regular account you can convert it to a partner account. Click “Account”, then “Convert to a partner account”, provide your business information and click “Convert to a partner account”.
  3. Claim existing listings or create new listings: With a partner account you can claim existing unclaimed listings. This requires you to verify ownership of the email provided on the listing. Alternatively, you can create entirely new listings. Creating new listings also requires you to verify ownership of the email.
  4. Start promoting your listings: You can enhance your chances of success by signing up for premium features or promoting your business via our advertising features.





Benefits of Becoming a Partner


1. Verified business status


One of the most compelling reasons to join cpaformations.com is the opportunity to appear as a verified business. This status is crucial for several reasons:


  • Enhanced Trust: Being a verified business adds a layer of trust and credibility. Entrepreneurs are more likely to engage with a service provider that has been authenticated by a reputable platform.
  • Visibility: Verified businesses are prominently displayed, making it easier for potential clients to find and choose your services over non-verified competitors.

2. Quality leads


cpaformations.com offers access to qualified leads.


  • Verified Accounts: Leads come from high quality users.
  • Targeted Outreach: Leads are pre-qualified, meaning they have expressed a need for registered agent services. This targeted approach increases the likelihood of converting leads into clients, saving you time and effort compared to traditional marketing methods.

3. Access to Exclusive Marketing Tools


As a premium partner, you gain access to marketing tools designed to help you stand out from the competition:


  • Write your own listings: When you claim or add listings, you will gain complete ownership over the content and texts used to promote your business.
  • Promote your listings: Utilize promotional tools to highlight your listings and stand out from the competition. These features help attract more potential clients.
  • Premium features: If you decide to sign up for premium features you will get an automatic auction boost, receive pre-selection if ranking high in auctions and enable auto-replies. These features increase the number of leads you get and improve your chance of converting leads.






Looking for CPAs?


Learn how you can use our platform to find and compare CPAs, and reach out to multiple agents with just one request.




FAQ


What is cpaformations.com?

What is a registered agent?

Do I need a registered agent?

What does it cost to use cpaformations.com?

How can I become a partner of cpaformations.com?