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SUNY — 1099 and W-2 financial tracking app

PARTNERSHIPS

SUNY: Work & Money OS is designed for 1099, hybrid, and W-2 workers that want to manage income, expenses, mileage and taxes in non-fragmented ways. SUNY: Work & Money OS connects brands and trusted professionals with the American workforce through relevant, clearly labeled placements built into the worker experience. Reach future SUNY users at moments when work-and-money decisions matter.

Explore Partnership OptionsStart Partnership Review

Talk to our Partnership Team

855-4-SUNY-OS

Introductory partner pricing is available during SUNY's pre-launch and test-market phases. Rates may evolve as audience size and partnership inventory grow.

Early-Stage PricingAI-Powered ExperienceBilingual Audience
Business professionals — SUNY partner network
SUNY partner directory showing Premier Partner listing for a tax professional

PARTNERSHIP PATHS

Choose Your Partnership Category

Select the professional category that best matches your business.

FOR TAX PROFESSIONALS

Build Visibility With Workers Managing Taxes and Independent Income

Reach 1099, hybrid, and self-employed workers inside a financial platform where income, deductions, mileage, and tax-related questions are already part of the experience.

  • Reach workers with relevant financial needs
  • Build local and regional visibility
  • Participate during SUNY's early growth phase
  • Gain measurable exposure through approved placements
Start Partnership Review
Best ForCPAs, EAs, tax preparers, tax attorneys, and eligible bookkeeping firms
Audience Fit1099, hybrid, self-employed, and multiple-income workers
Placement TypesSponsored support placements, professional listings, and approved local visibility
Why Join NowEnter during SUNY's pre-launch and test-market expansion
Early-Stage AdvantageIntroductory rates before broader audience growth
VerificationBusiness and credential review where applicable

Verified SUNY Partner Standards

Verification confirms that SUNY reviewed the applicant's identity, business information, and relevant professional credentials.

  • Identity review
  • Business information review
  • Professional license or credential review
  • Jurisdiction and service-area review
  • Category relevance review
  • Compliance with SUNY partner requirements

A Verified SUNY Partner designation reflects completed identity and credential review. The designation does not guarantee service quality, professional advice, outcomes, availability, or client results. Paid placements are identified when applicable.

Verified SUNY Partner badge

Verified SUNY Partner

Identity and professional credentials reviewed.

855-4-SUNY-OS

How Partnership Review Works

1

Submit Your Information

Complete the partnership application for the category that matches your business.

2

Identity and Credential Review

SUNY reviews business information and relevant professional credentials.

3

Category and Audience Fit

SUNY evaluates service relevance, geography, and alignment with independent workers.

4

Partner Onboarding

Approved applicants receive information about listings, visibility, collaboration, and available partner options.

Ways to Work with SUNY

Available opportunities depend on category, credentials, location, audience relevance, product availability, and internal approval.

Verified Directory Listings

Consideration for placement in the SUNY professional directory.

Educational Content

Collaborate on guides and resources for independent workers.

Professional Visibility

Relevant exposure to workers seeking professional support.

Community Resources

Contribute to the SUNY community knowledge base.

Sponsored Opportunities

Labeled sponsorship options available after review.

Local and National Coverage

Visibility options based on your service area and coverage.

Partnership FAQ

Apply for Partnership Review

Complete the application below. Our team reviews each submission individually.

Talk to our Partnership Team

855-4-SUNY-OS