For CPAs · Attorneys · Business Advisors
EARN WHILE YOU ADVISE.
Your clients trust your judgment on what keeps their business running. Technology is one of those things, and most of them have no IT strategy. Evolv's partner program turns that trust into recurring monthly income. Make one introduction, earn every month, for as long as they stay with us.
The opportunity
Your clients have an IT problem. They just haven't told you.
Ransomware targets exactly who you advise
SMBs are 4× more likely to be targeted than large enterprises. Average recovery costs $200K-$1M. A referral to Evolv is risk management for your client and your own reputation.
Compliance exposure is growing
Attorneys handling client data. CPAs storing multi-year financials. State privacy laws increasingly mandate IT controls that most small businesses simply ignore, until an incident.
They'll act on your word, not a cold call
A recommendation from their CPA or attorney carries 10× the weight of any sales pitch. You have the relationship. Evolv has the solution. Together, the introduction is effortless.
Zero effort after the introduction
You make the connection. Evolv handles assessment, onboarding, and monthly support. You receive a direct deposit every month for as long as your referred client stays with us.
Not here to refer clients? See our managed IT services →
For CPAs
Protect their finances before they're on your desk
Ransomware shows up in your client's books as an unbudgeted six-figure loss. Proactively referring clients to Evolv positions you as an advisor who sees around corners, and earns you passive income in the process.
For attorneys
Confidentiality extends to how data is stored
Cybersecurity incidents in professional services firms are rising sharply. Your duty to protect client confidence doesn't stop at the file room. Evolv helps attorneys and the firms they counsel build the security infrastructure the obligation demands.
Commission structure
Per seat. Monthly. For the life of the client.
Commissions are based on the number of users covered under the managed contract, not a percentage of a varying total. You always know exactly what a referral is worth before you make it.
Every Evolv managed client is billed per seat, each user covered under the contract. A 15-person company pays for 15 seats. There is a $75 monthly floor per client, so even a small 3-seat referral pays you at least $75/month, $900/year, indefinitely.
Commissions begin accruing from the client's first invoice date, but the first payment releases at 90 days. This confirms the client relationship is active and billing before any commission flows, and your first deposit includes all three held months at once.
Month by month
From your introduction to your first deposit.
Earnings estimator
See what your referrals are worth.
Adjust the inputs to model your earnings. Figures reflect recurring monthly commissions only, conservative, realistic numbers based on Evolv's actual contract structure.
$75 floor per client per month. Figures shown are post-90-day. Evolv's average managed client retention is 36+ months.
Conversation guide
You don't need to know anything about IT.
"While we're working through your books, I've been seeing more of my business clients get hit with IT issues. Data breaches, ransomware, systems going down. It's starting to show up in financials in a real way. I work with a local firm called Evolv who specializes in protecting exactly the size company you run. They do a free assessment, no obligation. Would it be okay if I made an introduction?"
The ask is small: a free assessment, not a sale. You're positioning it as protective, not promotional.
"Something I've been thinking about with your situation, you're handling sensitive data on behalf of clients, and most firms I work with don't have the infrastructure to actually protect that at the level professional obligations require. I know a Grand Rapids IT firm called Evolv who works specifically with professional services businesses on exactly this. They'd do a free security review, worth knowing where you stand."
Frame it as a professional obligation, not a sales pitch. Attorneys respond to duty language far more than risk language.
"That's good. The question isn't whether someone handles your IT, it's whether you have a proactive strategy behind it. Having a person you call is different from having monitored security and a response plan. The assessment is free and takes 30 minutes. Worst case, you confirm you're in good shape."
"I understand, and it's the same thing every client says before something goes wrong. The average ransomware recovery for a company your size runs over $200,000. Evolv's managed plans typically run around $150 per user per month. The assessment is completely free, so there's no cost to at least understanding your exposure."
Subject: Connecting you with Evolv Hi [Name], I'm connecting you with Reese at Evolving Technology Solutions, a local Grand Rapids IT firm I've referred several clients to. They specialize in managed IT and security for businesses your size and lead with a free assessment, no strings. I think it's worth 30 minutes of your time. Copying Reese here, they'll reach out to find a time. [Your name]
Keep it short. Your credibility does the selling. A long email implies you're trying too hard.
Joining the program
From handshake to first deposit.
No minimum commitments. No sales targets. No IT knowledge required.
15-minute intro call with Evolv
Walk through the program, ask questions, confirm it makes sense for your practice. No pressure to commit on the call.
Sign the one-page partner agreement
DocuSign. Five minutes. Outlines commission rates, the 90-day period, and payment terms. No exclusivity, no minimums.
Receive your partner kit
Co-branded client explainer, email templates, and your unique referral link for tracking. Everything you need to make the first introduction today.
Identify your first three clients
Think about who in your book has complained about technology, asked about security, or runs a business where data matters.
Make the introduction
A warm email takes five minutes. Evolv handles everything from that point, assessment, proposal, onboarding, and ongoing support.
Collect on the 15th
After 90 days, your commission statement arrives on the 1st and your deposit lands on the 15th, every month, for every active client.
Ready to start?
Reach out directly. No forms, no funnels, just a conversation about whether this makes sense for your practice.
100% confidential. Response within 4 business hours. We only contact you if you ask us to.
Evolving Technology Solutions · Grand Rapids, MI · ConfidentialNot here to refer clients?
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