PROFESSIONAL PARTNER APPLICATION

Tell us how your firm serves business clients.

AXIS reviews professional fit, service boundaries and the intended client experience before partner access is activated.

01 Firm profile

Firm nameWebsiteFirm typeYears in businessTeam sizeActive business clientsStates servedCurrent servicesAudit, review, compilation or prospective-financial services, if any

02 Primary contact

Contact nameTitleEmailPhone

03 Program fit

Why do you want to offer AXIS to clients?Describe the clients most likely to need capital preparationExpected referrals per month

04 Compliance acknowledgements

The information in this application is accurate and authorized by the firm.Our firm will not identify lenders, quote or negotiate terms, make credit promises, or submit a financing request as AXIS.Our firm will not collect an advance fee for AXIS funding placement or closing.Our firm will use only current AXIS-approved descriptions and materials.Our firm will protect customer information and use only approved AXIS intake channels.