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Tax Professional Partners - Getting Started

Three Steps to Partnering with Zane Benefits

1) Request a Partner Evaluation
Partner with Zane Benefits

We’ll take the time to learn about your business, your clients, and evaluate how Zane’s solution can help grow your business.

>> Request a Partner Evaluation


2) Setup for Your Zane Benefits Partner Account

Signup for your Zane Benefits Partner Account and receive access to your online account and to your dedicated Zane Benefits Account Manager.


3) Incorporate Zane’s Solution Into Your Business

Stay educated by attending on-demand trainings and utilizing your Account Manager for questions and support. Download product brochures, register for the bonus program, and setup your Zane Affiliate Badge. 

>> Submit a Referral

Ready to Start Offering ZaneHealth?

Zane Benefits has many partnership programs available. If you are looking to partner with a fast growing leader in defined contribution health benefits, we should talk.

Thousands of tax professionals use ZaneHealth to help clients
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