Raistone solutions for U.S. tax professionals

Become a referral partner with Raistone

By referring your clients to Raistone, you can help your clients’ businesses and create a sustainable new, ongoing revenue stream.


Financial solutions from Raistone can help your clients optimize their working capital

Accounts Receivable Finance
Convert receivables to cash
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With Raistone, your clients can advance payment of money that is due to them at a later date. Instead of waiting 30, 60, or 90+ days, they can get paid today.

Supply Chain Finance
Defer payables
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Raistone enables companies to extend their payment terms without impacting suppliers, allowing them to maintain more cash on their balance sheet.

Why become a Raistone referral partner?

White glove treatment via our fintech platform

Each referral is assigned a dedicated Raistone customer support member to answer all questions and guide the customer through the onboading and underwriting process. Since Raistone is already integrated with leading ERPs, accounting platforms, invoicing platforms, and banks, you can rest assured your customer will have a fast and easy onboarding process with Raistone.

Highest conversion rates for valued partners

Raistone delivers billions of dollars of working capital to businesses of all sizes. Our platform utilizes data analysis, machine learning and risk assessment to calculate its real time, comprehensive RaiScore®. The RaiScore® helps our investors to make immediate assessment of deals, translating to Raistone having some of the industry’s highest conversion rates for referrals.

Addressing the diverse needs of your clients

Raistone is a world-leading fintech, backed by equity investments from a $30-billion-plus family office, a $900 billion wealth manager, an international bank, and a FINRA-registered broker-dealer. We help extend financing to companies of all sizes, meaning whatever your client needs, Raistone has a solution that can work for them. Retain your current clients and win more business by partnering with Raistone.

“What Raistone offers is a fantastic product. Every small- and medium- sized business should be using it. ”
Todd Giardina CEO, Todd’s IT
“By leveraging the financial support from Raistone, we were able to grow the size of our firm by 20x over the last 3-4 years.”
Thomas Michael Managing Member at Kodak Law
“By utilizing Raistone, our company has been able to grow faster, hire more people, and retain more employees based on being able to pay them in a very timely manner.”
Bennett Coughlan President of SolarFlow
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About Raistone

Raistone was born with the vision of equalizing access to working capital. As a world leading fintech, Raistone enables the financing of billions of dollars in transactions every year.


Our best-in-class technology coupled with unparalleled access to institutional capital allows us to extend financing to companies of all sizes. Raistone offers trade finance solutions with premier strategic partners such as  SAP, Oracle, Mastercard and Coupa.


Raistone solutions for tax professionals

Raistone works with CPAs and tax professionals, helping them unlock a new revenue stream by referring their clients. With Raistone, your clients can have healthier, happier businesses, and you can obtain incremental revenue.

Who is Raistone?

At Raistone, we believe that all businesses should have access to their money, on their terms. Raistone enables tax preparers to refer their clients for funding, providing a new revenue stream. We are a world-leading fintech backed by a full-service broker dealer, a $30 billion family office, a $900 billion wealth manager, and an international bank. At Raistone, we enable billions of dollars in financing every year to businesses of all sizes across the U.S.

How does it work?

Tax professionals earn a referral fee for each new client referral where Raistone provides financing.

How do I enroll or obtain additional information?

If you have further questions, please fill out the form on this page. Someone from of our team of financial experts would be happy to help.

What services does Raistone offer?

Raistone offers many types of non-debt working capital finance programs that can benefit your clients and earn you referral fees. With Raistone, your clients can:

  • Convert their receivables to cash
  • Defer their payables
  • Earn Virtual Card rebates

Fill out the form above to learn more about Raistone financial solutions that can benefit you and your clients.