Referral Perks for You and Your Clients!

$50  INCENTIVE

✓ A $50 Thank You! You choose how to use it—keep it, split it with your client, or pass it along as a discount on their service. It’s your referral, your call.

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Your Name, Their Dashboard—All Year Long

 ✓ Your clients will see your name listed as their trusted Referral Partner on their Curated Contents dashboard for one full year (Hosting Service Clients Only).

Let’s Partner Up!

Stand out as the professional who delivers more than great service—you create an experience your clients will remember and appreciate. Become a Referral Partner today!

Call us now at 682-219-8535

Let’s give your clients the confidence, clarity, and protection they deserve—and let them keep seeing your name while we do it. 

ACCOUNTANTS

Support Your Clients with Smart Documentation for Taxes, Insurance & Estate Needs

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A well-documented home inventory can play a key role in helping your clients maximize charitable deductions and accurately account for tangible personal property on their returns.

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At Curated Contents, we provide a full-service inventory solution—complete with photo documentation, and digital access—making it easier for you to support your clients with compliant, defensible data for tax planning.

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Partnering with us shows your clients you’ve thought of everything. It reinforces your value as a forward-thinking advisor who sees the full picture—beyond numbers and into long-term peace of mind.

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Why Accountants are partnering with Curated Contents

✓ You Stay the Trusted Advisor
Your clients, your relationships. We honor that. If someone you refer to Curated Contents reaches out about anything you can help them with, we’ll send them back to you and notify you right away.

✓ You Stay Visible
For your Clients that subscribe to our Hosting Service, we add your name, photo, and/or logo on your client’s custom inventory portal for an entire year. It’s like having a digital business card living inside their phone or tablet—always right there when they need you.

✓ You Add Real Value
From insurance claims to estate planning or furnishing documentation, your clients will thank you for thinking ahead and recommending something they never realized they needed.

What Your Clients Receive

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✓ 6-Angle Overview of Each Room – A full panoramic view from left to right, plus photos of all four walls and the ceiling—so nothing is overlooked.

✓ 6-Angle Overview of Attached Garage – Complete documentation of attached garages (excluding automobiles).

✓ Key Details & Surfaces – Extra shots to overview what’s on top of dressers, tables, and other misc surfaces.

✓ Interior Overviews of Small Spaces – We cover closets, pantries, and other tucked-away areas to ensure a thorough record.

✓ Video Tour of their Entire House – A full walk-through video to capture the flow and important details of their home.

✓ Floor Plan with Estimated Measurements – A detailed layout of their home with approximate measurements for easy reference.

✓ One-Time Download Link – A secure, single-use link so you can download and store all your photos and videos on your own server or cloud. (Continued access requires an active hosting plan.)

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⭐ OR MONTHLY HOSTING SERVICES (Additional Fee)

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PLUS -

Additional A La Carte Options available - to document brands, serial numbers etc

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​Commercial Asset Documentation​​​