Welcome to Your Partner Resources
Client Intake Forms
Documents a client should fill out prior to being onboarded to the ERC program
Client Intake Form
Download Client Intake Form
Mandate Intake Form
Download Mandate Intake Form
Documents request checklist
An overview of the documents required to file the ERC, as well as an understanding of ERTC Funding's process
Guides to documents required
A detailed explanation of the documents needed to complete the ERC filing and some common errors you may come across.
SDR Detailed Guide
Download SDR Detailed Guide
Download Sample Completed Submission Forms
A brief guide on how to start submitting deals and what the ERTC Funding experience looks like
Your Partner Portal +
Sending a Contract
Cash vs. Accrual
Sample Final Deliverable
What the client receives as part of their closing packet
Download Sample Deliverable
Some marketing material you can use for the ERC program. Feel free to white label as you see fit.
What is the ERC?
6 Myths about the ERC
ERC One Pager
Employee Retention Credit (ERC)
and give your clients the credit they deserve?
Average client employee size
A relationship manager will contact you within 24 business hours
We help you secure
credit where credit is due.
Apply for an ERTC Advance
Number of Employees