Partner Onboarding

Partner / Package Agreement

Formalize your partnership or service package with Draper + Co. Solutions. Review the terms, complete your details, and sign electronically — no printing, scanning, or mailing required.

Legally binding e-signature

Confidential & encrypted

Dedicated partner support

Who This Is For

This agreement is for referral partners, affiliates, and clients enrolling in a defined service package with ongoing scope, deliverables, and billing terms.

If you are simply filing a return this season, use the 2026 Tax Client Intake instead.

What You Will Confirm

Party DetailsLegal name, entity type, and primary point of contact.

Scope of ServicesThe package or partnership terms you are enrolling in.

Fees & BillingAmounts, schedule, and accepted payment methods.

Term & TerminationDuration of the agreement and how either side may end it.

SignatureElectronic signature and date of acceptance.

Read each section carefully before signing. If any term needs adjusting for your situation, contact us first and we will issue a revised agreement.

Need Clarification?

Our team can walk you through any clause before you sign.

[email protected]770-771-5854

Review & Sign

Complete Your Agreement

Fill in your details, review the terms in full, and apply your electronic signature. You will receive a signed copy by email.

A countersigned copy is emailed to you once our team completes execution — typically within 24 business hours.

Explore the Fit

Not Sure Which Package Fits?

Book a short virtual consultation and we will map your goals to the right scope, timeline, and investment before anything is signed.

Schedule a Consultation→ Call 770-771-5854