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Concierge Access
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Free sign-up; active client or referral |
Access to select partner discounts and basic business resources. |
Trip research, flight & hotel suggestions, basic concierge support. |
$25 per completed tax referral |
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Elite Concierge
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5+ completed referrals or qualifying annual spend |
Website credit, priority design queue, select marketing perks. |
Premium flight/hotel options, cruise planning, group trip support. |
$35 per completed tax referral |
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Premier Partner
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10+ completed referrals or partner agreement |
Business apparel / merch credits, branding upgrades, promo assets. |
Activities & excursion planning, VIP itinerary curation. |
$50 per completed tax referral |
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Platinum Partner
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25+ completed referrals or custom partner arrangement |
Full branding support, larger website / funnel credits, launch campaigns. |
Full-service concierge, retreat planning, priority & white-glove support. |
$75 per completed tax referral |