negozee Partners with CLYENTS to Help Tax Professionals Unlock New Revenue Streams Through Referrals

Campbell, California — July 17, 2026 — negozee, one of the nation’s fastest-growing communities for tax professionals and entrepreneurs, today announced a strategic partnership with CLYENTS, a new 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 in a centralized platform.

As tax professionals increasingly become the most trusted advisors for small businesses and immigrant communities, clients often turn to them for recommendations that extend far beyond taxes. Yet many referrals are traditionally made informally, making it difficult to track outcomes or monetize these relationships.

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.”

The CLYENTS platform allows professionals to:

• Refer clients to trusted service providers
• Track referral status from introduction to close
• Monitor commissions earned in real time
• Manage partner relationships
• Create new recurring revenue streams
• Deliver more comprehensive financial solutions

For many tax professionals, the tax return is just the beginning of the client relationship. Business owners frequently require additional services throughout the year, including insurance coverage, financing, bookkeeping, entity formation, payroll, and real estate investments.

By leveraging the CLYENTS platform, negozee members can transform their tax offices into full-service financial centers while maintaining visibility into 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 the infrastructure to expand their offerings, track their impact, and build stronger businesses.”

The partnership aligns with negozee’s long-term vision of helping tax professionals transition from tax preparers into trusted financial advisors serving the growing Latino economy.

As Latino entrepreneurship continues to surge across the United States, tax professionals have an unprecedented opportunity to become the financial quarterbacks of their communities—connecting clients with the resources they need to build businesses, create wealth, and achieve long-term success.

About negozee

negozee is a national community serving tax professionals, accountants, and entrepreneurs through education, networking, technology, and business resources. Through continuing education, live events, and digital platforms, negozee empowers professionals to grow their businesses and better serve their communities.

About CLYENTS

CLYENTS is a referral and commission management platform that enables professionals to track referrals, monitor commissions, manage partnerships, and expand revenue opportunities through trusted networks of financial and business service providers.