Welcome to Your Partner Resources

Client Intake Forms

Documents a client should fill out prior to being onboarded to the ERC program

Documents request checklist

An overview of the documents required to file the ERC, as well as an understanding of ERTC Funding's process

Document Request
Checklist

Standard Document
Request (SDR)

Guides to documents required

A detailed explanation of the documents needed to complete the ERC filing and some common errors you may come across.

Video Tutorials

A brief guide on how to start submitting deals and what the ERTC Funding experience looks like

Client Package

Quiz Tutorial

Your Partner Portal +
Sending a Contract

Cash vs. Accrual
P/Ls

Sample Final Deliverable

What the client receives as part of their closing packet

Marketing material

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)

Welcome Deck

Are you ready to collaborate
and give your clients the credit they deserve?

A relationship manager will contact you within 24 business hours

Apply for an ERTC Advance

Trusted by Customers with 5-Star Average Reviews

ERTC Funding has earned 5-star customer reviews on Google, reflecting top-rated service and client satisfaction.
ERTC Funding is accredited with a BBB A+ Rating, ensuring trust and reliability in ERTC loan services.