Cosign Council connects CPAs, attorneys, and financial professionals with advisors who serve the same clients. No advertising. No cold calls. Just trusted relationships.
Complimentary tools and a professional presence — designed for CPAs, attorneys, and financial professionals who grow through trust.
Your own page on the Cosign Council network. Share your expertise, specialties, and credentials with a clean, modern profile that ranks in search.
Complimentary tools built for your specialty — tax planning checklists, estate planning questionnaires, risk assessments. Branded to you, ready to share with clients.
Connect with financial advisors who serve the same clients you do. Receive referrals from advisors who trust your expertise — no cold calls, no advertising.
Track referrals sent and received, see your conversion rate, and benchmark your performance against peers in your specialty and region.
Accept an invitation or request access. We verify your credentials and set up your micro-site.
Add your specialties, client focus, and about text. Use the complimentary toolkit to demonstrate your expertise.
Get matched with financial advisors based on shared client types. Start sending and receiving warm referrals.
68% of affluent clients find their financial advisor through a CPA or attorney. Cosign Council makes those introductions intentional, tracked, and mutually beneficial.
Join a curated community of professionals who grow through trust, not transactions. Membership is complimentary and by invitation.