MNCPA

For Your Clients

As a CPA, you have the clearest view of your clients' financial health. You know exactly what they need to thrive and SharePoint is here to help you deliver that value.

With over 25,000 members and a track record of outperforming traditional financial relationships, we offer a community-focused approach that puts your clients first.

Why Partner with SharePoint?

• You Retain Control: We value your professional relationship. We will never contact your referral unless they reach out to us first.

• Referral Rewards: When your referred client closes a transaction, we’ll deposit $25.00 into your Share Savings account as a thank-you.

• Business Expertise: We support over 400 small businesses. If your client is a business owner, we have the tools to help them scale.

Ready to make a referral? Simply let us know who you’re referring, and we’ll handle the rest. Whether it's a personal account or a small business, we’re ready to prove why 25,000 people choose SharePoint.

Refer a Client Now

For Your Company

As a MNCPA member in the industry, you’re the engine behind your company’s financial success. Now, you can extend that expertise to your entire team with SharePoint Credit Union.

We provide financial wellness benefits to over 100 independent companies—helping employees and their families save more and bank better.

Why Partner with SharePoint?

• Zero Strings: No agreements, no contracts, and no costs to your company.

• Real Benefits: Give your team access to better CD rates, lower car loan interest, and expert financial tools.

• Simple Setup: We are chartered to serve you. Becoming a partner company is quick and seamless.

Improve your team's financial wellness today.

Ready to get started? Email us at business.development@sharepointcu.com or give us a call to launch your partnership.

For Your Firm

With over 400 small businesses and professional practices already on board, SharePoint understands the nuances of your firm. From streamlined accounts to strategic credit lines, we build tools that work as hard as you do.

Elevate Your Practice

• Bridge Cash Flow: Flexible credit offerings to keep your operations seamless.

• Business Rewards: Credit cards designed for professional expenses and growth.

• Simple Management: Easy-to-use business accounts that save you time.

We’re here to support your revenue goals and simplify your financial life.

Ready to grow? Explore our [Business Solutions] or reply to chat about which options fit your practice best.