Tax & Accounting
Filings, residency status, tax planning
- Vetting
- 11-point standard
- Routing
- Manual, human-reviewed
- Reply
- Real person, no funnel
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Partner intros · how we pick, vet, and disclose
Quick answer
WhereNext is building a network to route high-intent users to one matched provider per category — tax, immigration, school, property, moving. Every provider must clear a documented 11-point vetting standard before joining the routing table; users approve each introduction before anything is shared, and every referral fee is disclosed. This page is the public version of that standard, plus the removal triggers that pause routing on SLA misses or regulated-advice violations.
Key facts
No case on this device yet. Start a free case and this rail shows exactly which fields would travel with an intro request.
These fields are shared only when you submit a request below — browsing shares nothing.
You control what we share
The exact fields are listed before every request.
Nothing is shared by browsing
Data leaves only when you submit the consent form.
No PII to partners until you engage
Your details stay in WhereNext until you choose to proceed.
You can opt out anytime
Email hello@getwherenext.com to revoke consent.
Filings, residency status, tax planning
Pathways, permits, family applications
International schools, admissions
Purchase, lease, legal checks
International moving, customs
Cross-cutting relocation planning
Pick a category to see exactly what would be shared — nothing is sent until you tick the consent box and submit.
Immigration lawyers must be listed with the destination country's bar / immigration regulator. Tax advisors must hold the relevant home-country credential (CPA, EA, ACCA, CFP, etc.) or be regulated in the destination country.
We do at least one warm-reference call per prospective partner before adding them to the routing list. If a partner declines references, they don't make the list.
Partners must publish fees up front (or honour a fixed scope quote) — no escalating hourly without a stated cap, no surprise contingencies after the user has committed.
If a partner sells a downstream product (golden-visa property, mortgage, insurance) we disclose the interest in the introduction email so the user can weigh the recommendation.
The full 11-point operator runbook + removal policy live in the provider vetting runbook. It also names the deferral that gates a public provider directory until at least 5 partners are signed and vetted.
Rankings are independent of partner status.
Country / city / school / golden-visa rankings on WhereNext are produced by the same scoring engine for everyone. A country whose firms are partners does NOT outrank a country whose firms aren't. Sponsored placements, if any are ever introduced, will be visually distinct and labelled as such.
Referral fees disclosed in every introduction email.
When you receive an introduction, the email states whether WhereNext earns a referral fee, how it's structured (one-time / scaled / capped), and that you are not obligated to engage the partner.
Manual routing — no marketplace yet.
There is no partner directory and no automated matching. Every introduction is reviewed by a human before it goes out. If we don't have a fit for your route, we'll tell you and (where applicable) point you to a regulator-listed alternative.
Lead data stays in WhereNext.
Your details land in our partner_intros table (Supabase, RLS service-role only). We don't share PII with partners until you explicitly engage. Analytics events carry a lead_id, never an email.
A marketplace shifts incentives toward partner volume and away from fit. Until WhereNext has enough recurring lead volume to make rotation + bench-strength real, automated matching would push mediocre fits at users who aren’t in a position to evaluate them. Manual routing keeps the responsibility on us.
We’ll revisit when (a) lead volume is > 20 / week per category, (b) we have at least 3 vetted partners per category per destination, and (c) we have a published quality benchmark partners must hit to stay listed.