In today’s competitive landscape, accountants, payroll providers, applicant tracking systems, and HR consultants are under more pressure than ever to deliver value to their clients. What if you could help your clients unlock thousands in tax credits—without adding any extra work to your plate?
That’s exactly what Rockerbox’s Referral Partner Program is designed to do.
We help forward-thinking partners turn overlooked tax credits—like the Work Opportunity Tax Credit (WOTC)—into measurable cash flow improvements for their clients… and into new revenue streams for themselves.
How It Works: Our Referral Partner Process
Step 1: Fit Evaluation
We start by identifying if there’s a strong overlap between your client base and industries that benefit most from WOTC: home health, staffing, trucking, restaurants, and construction.
Step 2: Partnership Model Selection
You choose how you’d like to partner:
- Referral Model: Introduce us to qualified clients—we take it from there.
- Co-Branded or Private-Label Model: Add WOTC optimization to your own offerings.
- Licensed Platform Model: Embed our solution into your own platform or service.
Step 3: Streamlined Onboarding
Every partner is assigned a dedicated Partner Success Manager. We provide:
- White-labeled marketing materials
- Sales training (if desired)
- Custom reporting and visibility into results
- Access to our partner portal
Step 4: Launch + Go-to-Market
Whether you want to run an email campaign, co-host a webinar, or train your internal team—our marketing team helps you launch and scale with impact.
Why Referral Partners Love Rockerbox
✅ Fully Automated WOTC Optimization
From screening and submittals to tax filing support—we handle everything.
✅ Real, Performance-Based Results
Your clients only pay when they receive credits. No upfront fees. No “audit bills.”
✅ 2–3x More Credits than Legacy Providers
We routinely outperform ADP, Equifax, and others—thanks to our proprietary technology and hands-on support.
✅ No Lifting Required
You don’t need to become a WOTC expert. We handle the heavy lifting and compliance. You just connect us to the right clients.
A Real-World Example
One of our referral partners—an HR software provider—launched our WOTC Optimization Program across a small segment of their client base. Within 90 days, they helped their clients uncover over $600,000 in eligible tax credits… while generating new recurring revenue for their own business.
Ready to Turn Tax Credits Into Revenue?
If you’re advising, supporting, or serving employers—there’s a good chance your clients are missing out on thousands (or millions) in unclaimed tax credits.
Let’s fix that. Together.
Schedule a quick discovery call to learn how the Rockerbox Referral Partner Program works
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