For professionals
Partner with Leading Edge
Lawyers, planners, and brokers send us clients who need tax or accounting work done properly. We send ours to professionals we trust. That's the arrangement.
Who we partner with
Lawyers · Financial planners · Mortgage professionals · Insurance advisors · Realtors · Accountants · Technology and marketing professionals
How we work with partners
Your client stays your client.
We do the work you send, copy you in where the client agrees, and refer them back to you for anything in your field.
You'll know what's happening.
Clear timelines and a direct line to the person doing the work.
It goes both ways.
Our clients regularly need lawyers, mortgage brokers, insurance advisors, and planners. We refer to people we've worked with.
Getting started
- 1. Reach out through the contact form and choose "Partnership".
- 2. We'll set up a short call about your practice and ours.
- 3. Send one file to start, if you'd like to see how we work first.