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The Zfiling Partner Circles

Grow with India's most trusted
advisory practice.

Four ways to partner with Zfiling — whether you're a bank RM, a solo CA, a content creator or a large corporate. Every circle is governed by a written mandate, reconciled quarterly statements, and a named senior partner — one human, one number, end to end.

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Circle 01
Referral
Partners
15% + 5% recurring
Circle 02
Professional
Alliance
30–45% margin
Circle 03
Affiliate
Circle
15% + 3 months tracking
Circle 04
Enterprise
Desk
Up to 60% off
00 Compare all 01 Referral 02 Alliance 03 Affiliate 04 Enterprise Apply
At-a-Glance Comparison

All four circles, side by side.

The clearest way to see which circle is yours. Scroll horizontally on mobile.

Attribute
Referral
Circle 01
Alliance
Circle 02
Affiliate
Circle 03
Enterprise
Circle 04
Ideal for
Banks · Brokers · Insurance · Wealth advisors
CAs · CS · Advocates · Boutique firms
Creators · Publishers · Communities
Corporates with 200+ employees
Earning structure
15% Y1 + 5% recurring
30–45% margin
15% first year
Up to 60% off retail
Payout cadence
Quarterly
Per engagement
Monthly
N/A · discount applied
Attribution window
On direct referral
On direct referral
3-month tracking cookie
Contract-based
Written MoU
Non-poaching clause
Named senior RM
Marketing collateral
Co-branded
White-label
Ready templates
Custom briefing kit
Upfront fee
Complimentary
Complimentary
Complimentary
Custom quote
Circle 01 · Referral Partners

Refer once. Earn every year they stay.

Banks, brokers, insurance agents and wealth managers regularly encounter clients needing tax, GST or compliance help. Refer them to us — we deliver, credit you formally, and share revenue every year the client remains.

Built for

Six audience types
Bank RMs Wealth advisors Insurance agents MF distributors Loan & DSA agents Family offices

What you get

Five key benefits
Recurring earnings15% + 5% every year
Zero poachingContractually enforced
Co-branded materialDecks + brochures
Live dashboardEvery referral tracked
Named senior RMOne human, one number

Revenue share structure

Referral · Circle 01
Illustrative earnings
Based on ₹1.5 lakh/year retainer client
First-year fee share
15%
Recurring annual (Y2+)
5%
Year-1 earnings
₹22,500
Recurring every year after
₹7,500
Payout cadence
Quarterly
Just 10 similar clients yields ~₹3 lakh in recurring passive income every year, forever — as long as they remain with Zfiling.
01
Sign MoURevenue share, confidentiality, non-poaching
02
Refer a clientWarm intro email or unique partner code
03
We deliverHands-off for you, updates via dashboard
04
Get paidQuarterly bank transfer + statement
Request Invitation — Referral Circle
Circle 02 · Professional Alliance

Serve your clients better. Without hiring specialists.

You're a CA, CS, Advocate or boutique firm. Your client needs GST litigation defence, a Section 8 formation, ISO certification or FCRA registration — outside your practice. Refer under white-label terms. We deliver; you invoice at your rates.

Built for

Six professional categories
Chartered Accountants Company Secretaries Advocates & Lawyers CMAs Tax consultants Legal & compliance firms

What you get

Six alliance benefits
30–45% marginOff our retail rates
Full white-labelUnder your firm's identity
SLA turnaroundWritten commitments
Specialist teamNamed lead + SME
Mutual NDAClient roster protected
Free trainingQuarterly practitioner webinars

Wholesale rate card

Alliance · Circle 02
Discount off retail
You keep the difference
GST litigation defence
−35%
Section 8 / Trust formation
−40%
ISO / BIS / DSC issuance
−30%
CMA data & project reports
−35%
FCRA registration
−45%
Bulk-volume bonus (10+/qtr)
+5%
Illustrative: ₹80,000 GST defence at ₹52,000 alliance rate. You invoice your client at any figure — ₹80,000, ₹90,000, or your own preferred rate.
01
Verify credentialsMembership number, one-time check
02
Sign alliance MoUWholesale rates + confidentiality
03
Send us the briefClient details via alliance portal
04
We deliver, you invoiceDocuments carry your firm's name
Request Invitation — Professional Alliance
Circle 03 · Affiliates & Creators

Share Zfiling with your audience. Earn value share.

You write, film or teach about tax, business, startups or personal finance. Your audience trusts your recommendations. Become an affiliate — unique link, marketing collateral, 15% share on every referred client's first-year engagement.

Built for

Six creator profiles
Newsletter publishers YouTubers & podcasters Community leaders Bloggers & writers Startup coaches Association leaders

What you get

Five affiliate perks
15% value shareOn first-year fees
3-month trackingCookie window
Live dashboardTrack clicks + payouts
Marketing kitReady banners + templates
Monthly payoutsUPI / bank transfer

Earnings snapshot

Affiliate · Circle 03
Realistic scenario
Audience of ~10,000
Your share of first-year fee
15%
Cookie tracking window
3 months
Expected conversions
~30 clients
Average engagement value
₹25,000
Your campaign earnings
₹1.12 lakh
Minimum payout
₹1,000
Passive income from a single well-produced video, newsletter issue or blog post. Compound the effect with regular content on your channel.
01
Sign up2 minutes — platform link + basics
02
Get your linkUnique tracking + dashboard access
03
Share authenticallyTemplates or your own words
04
Monthly payoutsEvery 1st of the month
Request Invitation — Affiliate Circle
Circle 04 · The Enterprise Desk

Corporate tax, compliance & advisory — at scale.

For companies with 200+ employees. Bulk employee ITR filing, executive tax planning, statutory compliance, ESOP taxation, quarterly board reports. One dedicated account team, volume pricing that scales with your size.

Built for

Six corporate types
Corporates 200+ Startups with ESOPs HR consultancies Group companies Listed & MNCs Professional firms

What you get

Six enterprise pillars
Up to −60%Volume-based pricing
Account teamPartner + 3–5 associates
SLA deliveryContractual TATs
Board reportsQuarterly compliance packs
Executive planningC-suite tax sessions
Employee helpdeskPortal + WhatsApp

Volume pricing tiers

Enterprise · Circle 04
Discount by employee count
Off retail bundle rates
200–499 employees
−30%
500–999 employees
−45%
1,000–2,499 employees
−55%
2,500+ employees
−60%
Group / multi-entity
Custom
Bundle includes bulk employee ITR, statutory compliance retainer, executive tax planning, quarterly board reports, and dedicated helpdesk. Custom scopes on request.
01
Discovery call90-min with a senior partner
02
Custom proposalScope, SLA, pricing, deliverables
03
Onboarding sprint2-week transition + setup
04
Ongoing partnershipQuarterly CFO / HR reviews
Request Invitation — Enterprise Desk
The Zfiling Difference

Partnership the way it should be.

Most partnership schemes promise the world in a landing page and deliver a spreadsheet. Ours are built on written agreements, real relationships, and safeguards competitors don't bother with.

Formal MoU on day one
Written agreement covering revenue share, confidentiality, non-poaching and termination — reviewed by our General Counsel.
Ironclad non-poaching
We serve referred clients only in areas you agree to. Your primary relationship stays yours — enshrined in the MoU.
Transparent statements
Real-time dashboard shows every referred engagement, its value, and your accruing share. Quarterly payouts — no chasing.
Named senior RM
A dedicated senior advisor from day one. No ticket queues, no bots — a person who picks up when you need them.
Working practice, not marketplace
Zfiling isn't a lead-gen aggregator. We're a working advisory with active case-load across 8 practice areas — your reputation stays intact.
Partner training
Quarterly practitioner webinars, monthly circular digests, and access to our Slack for high-value alliance partners.
Join a Circle

Request your invitation.

A senior relationship manager reads every application and responds within 48 business hours. No form-letters, no automated rejections — we treat this as a real conversation from the first touch.

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Frequently asked

Answers to common questions.

Referral & Alliance partners: quarterly direct bank transfer with a detailed statement showing every referred engagement. Affiliate: monthly bank / UPI transfer above ₹1,000 threshold. All partners receive a real-time dashboard to preview accruing earnings.

No upfront fees, no minimums. Every circle is complimentary to join. The Enterprise Desk requires a signed engagement letter with a 12-month term; all others are perpetual with 60-day notice termination.

Our MoU carries a formal non-solicitation clause: Zfiling shall not offer services to a referred client in areas beyond your original referral scope for the duration of the partnership. Enforceable under Indian contract law; also protects your client roster confidentiality.

Yes. Many CAs are Alliance partners AND affiliate publishers of their own newsletter. Wealth managers often join as Referral AND Enterprise partners. Circles stack — one MoU with multiple annexures.

For Alliance: your professional membership number (one-time verification). For Referral: proof of employment or agency affiliation. For Affiliate: your platform link (channel, blog, newsletter). Enterprise: company registration certificate. Everything one-time.

Yes. Referral partners get co-branded decks & brochures. Alliance partners get white-label templates. Affiliates get banners, video overlays, review templates, and monthly content briefs. Enterprise partners get executive briefing materials for internal stakeholders.

Payouts occur after the engagement is fully invoiced & the client has paid. Typically 4-8 weeks from referral to first payout. Affiliate: monthly, so up to 30-60 days from your first sign-up.

Either party can terminate with 60 days notice. All accrued earnings up to termination date are paid out in the next payout cycle. Non-poaching & confidentiality clauses survive termination for 24 months.