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A Referral Partnership Built on Trust, Clarity & Results

From the first introduction to final payout, we provide a structured, worry-free referral process that helps CPAs and advisors unlock high-value tax credits and funding opportunities for their clients without adding administrative burden.

Turn Introductions into Opportunities

    Transparency & Reporting

    1. Dedicated Support: Every partner is assigned a strategic contact to manage the relationship.
    2. Monthly Updates: Receive regular reports on the status of your referrals and pending claims.
    3. Prompt Payment: Partner rewards are paid out during the first week of the month following the receipt of payment from the client.

    Your Referral. Your Reward


    Select the compensation model that best aligns with your relationship and values

    • Direct Payment

      Receive a financial reward based on the fees generated through your referral.

    • Client Discount

      Offer your client a preferred rate or financial incentive applied to their engagement

    • Charitable Donation

      Choose to direct a contribution, generated from the engagement, to a charitable organization of your choice.

    Client Process

    • stylus_note
      REFERRAL SIGNED​

      Your referral becomes our client ​

    • event
      INITIAL ASSESSMENT

      We conduct a free 1-hour discovery meeting with the client to evaluate eligibility

    • waving_hand
      KICKOFF

      Client will receive a dedicated Account Manager, warm welcome email and will be prompted to upload internal documentation related to their study

    • change_circle
      ONGOING ENGAGEMENT

      Our team reviews eligible projects, prepares the client’s claim, and keeps you informed throughout the process.

    How to Refer a Client

    Choose the method that works best for you:

    ● Fill out the form on the partner page on our website


    ● Schedule a meeting directly using the Calendly widget below


    ● Send a warm email introduction with your client information to Canada@leyton.com

    Referral partnership transparency and reporting process