Advanced Planning
Services

Professional Consultants

The APS
Partner Portal

Your expertise. APS tools.

Apply to partner with APS when your professional work helps clients plan, create, or grow.

Review the application ↓

Applications are reviewed by APS. Partner approval, a referral code, and client collaboration are separate decisions.

How can APS support your consulting work?

Carsyn can explain the partner program and the application process. The application itself is reviewed by APS.

One APS account

Apply through your existing APS account. APS uses that account as the source of truth for your account identity and email; you do not create a separate partner account.

A proportionate application

Tell us what you do, who you serve, and how you intend to use APS. We ask for a professional link or experience summary, not a long list of sensitive documents up front.

Human review before codes

Approval as a partner and eligibility for a client discount code are separate APS decisions. A code is not created automatically from an application.

Client privacy stays with clients

Using a partner code records attribution for a product purchase. It never gives a partner access to a client’s files, workspace, or personal information.

Join the program

Apply to become an APS partner

Fields marked Required are needed for APS to begin a review. Every other field is optional. APS may request role-specific verification after review, but the initial application does not request a background-check consent, policy number, tax information, or payment details.

Sign in to your APS account before submitting an application. You may review the questions below first.

1. Your professional practice
Professional role Required

Choose every role that applies.

2. Professional background

Provide a public professional link, a concise credentials/experience summary, or both. At least one is required; the rest are optional.

Optional background details
3. How you expect to use APS
Intended use Required
4. Review and submit