negozee Partners with CLYENTS to Help Tax Professionals Unlock New Revenue Streams Through Referrals
CLYENTS to participate at Emprende Tax 2026, September 14–16 at the Bellagio Las Vegas, connecting directly with tax professionals looking to build year-round revenue streams.
Campbell, California — 2026 — negozee, one of the nation’s fastest-growing communities for tax professionals and entrepreneurs, announced a strategic partnership with CLYENTS, a referral and commission-tracking platform designed to help tax professionals expand their service offerings, generate additional income, and better serve their clients.
The partnership empowers tax professionals to evolve beyond seasonal tax preparation by connecting clients with trusted financial products and services—including commercial insurance, real estate capital, business lending, payroll solutions, and other business services—while tracking referrals and commissions through a centralized platform.
As tax professionals increasingly become trusted advisors for small businesses and immigrant communities, clients often turn to them for recommendations that extend far beyond taxes. Yet many of these referrals are traditionally made informally, making it difficult to track outcomes, manage relationships, or monetize the value being created.
CLYENTS aims to change that.
“Tax professionals are uniquely positioned at the center of their clients’ financial lives,” said Tony Martinez, Founder and CEO of negozee. “Whether a client needs commercial insurance, financing for a real estate project, payroll services, or business capital, tax pros are often the first call. Through our partnership with CLYENTS, we’re helping our members turn trusted relationships into new opportunities for both their clients and their businesses.”
Turning Referrals Into a Year-Round Business Model
The CLYENTS platform enables professionals to:
- Refer clients to trusted service providers
- Track referral status from introduction to close
- Monitor commissions earned
- Manage partner relationships
- Create new revenue streams
- Deliver more comprehensive financial and business solutions
For many tax professionals, the tax return is only the beginning of the client relationship.
Business owners frequently need additional services throughout the year, including insurance coverage, financing, bookkeeping, entity formation, payroll, real estate services, and access to capital.
By leveraging CLYENTS, tax professionals can build a broader network of solutions around their existing client relationships while maintaining visibility into their referrals and compensation.
“Tax preparation is increasingly becoming a gateway to broader financial services,” Martinez added. “The future belongs to firms that can serve clients year-round. CLYENTS gives tax professionals infrastructure to expand their offerings, track their impact, and build stronger businesses.”
CLYENTS Joins Emprende Tax 2026 at the Bellagio Las Vegas
The partnership will take another major step forward this September when CLYENTS participates at Emprende Tax 2026, taking place September 14–16, 2026, at the Bellagio Resort & Casino in Las Vegas as part of AVANCE Global 2026.
The three-day gathering will bring together tax professionals, accountants, entrepreneurs, real estate professionals, insurance professionals, financial advisors, lenders, technology companies, and other business leaders from across the country.
For CLYENTS, the event represents an opportunity to connect directly with the tax professionals who are increasingly looking for ways to diversify their businesses beyond tax preparation.
Attendees will be able to learn how referral relationships can become part of a broader year-round business strategy—allowing tax firms to help clients access additional services while creating new revenue opportunities for their own practices.
September 14–16, 2026
Bellagio Resort & Casino
Las Vegas, Nevada
From Tax Preparer to Financial Connector
The CLYENTS partnership reflects a larger transformation taking place across the tax industry.
A tax professional may discover that a business client needs commercial insurance.
Another client may need payroll.
A real estate investor may need financing.
A new entrepreneur may need help establishing an entity or accessing business capital.
Historically, the tax professional might simply give the client a phone number or make an introduction and never know what happened afterward.
A structured referral ecosystem creates a different model.
The tax professional can remain at the center of the relationship, connect clients with specialized providers, track the referral, and potentially create additional revenue—all without having to personally provide every service.
That is particularly important as tax firms look for ways to become year-round advisory businesses instead of businesses dependent primarily on January through April tax preparation revenue.
Building the Financial Ecosystem Around the Tax Professional
The partnership aligns with negozee’s long-term vision of helping tax professionals transition from tax preparers into trusted business and financial advisors.
As Latino entrepreneurship continues to grow across the United States, tax professionals have an opportunity to become the financial quarterbacks of their communities—connecting clients with the professionals, capital, technology, and services they need to build businesses and create wealth.
The participation of CLYENTS at Emprende Tax 2026 will give tax professionals an opportunity to see how this model can work in practice and explore how referrals can become a more organized part of their firm’s growth strategy.
