Partner program
Every practice you advise or operate, in one login.
ProfitSocket is best deployed through trusted business partners who are on the financial team — your dental CPA, CFOs, fractional CFOs, consultants, mid-level managers — those responsible for the success of the business.
Office portfolio
Paying offices referred through your link that completed signup and provisioning.
Search offices…
Active
Separated
Separated offices remain in your portfolio count per your partner agreement. They appear below in gray and are not included in monthly portfolio value.
Practice name
Plan
List rate
Discount
Billed
Renewal
Policy
Status
Alpine Family Dentistry
Guided
$299/mo
30%
$209/mo
Jan 2026
Founding
Active
Bridger Dental Care
Guided
$299/mo
30%
$209/mo
Apr 2026
Founding
Active
Canyon View Dental
Interpretation
$399/mo
30%
$279/mo
Mar 2026
Founding
Active
Evergreen Dental Partners
Guided
$299/mo
30%
$209/mo
Apr 2027
Founding
Active
Harbor Point Dentistry
Insights
$199/mo
List
$199/mo
Nov 2026
Founding
Active
Lakeside Pediatric Dental
Guided
$299/mo
30%
$209/mo
Dec 2026
Founding
Active
Legacy Dental Arts
Guided
$299/mo
30%
$209/mo
May 2026
Founding
Separated
Who this is for
Two ways
to run a portfolio.
The benefits are the same regardless of whether your offices are clients or part of your group.
Pinnacle Dental CPA
Your client message
This message appears on your co-branded signup link for referred offices.
As your CPA, I’ve partnered with ProfitSocket to give your practice a complete picture of your profitability — from insurance payors to overhead to production.
6 characters remaining
Save message
For advisors & partners
You advise outside client practices
CPAs, fractional CFOs, fee negotiators, consultants and brokers. The client relationship stays with your firm — ProfitSocket sits behind it and does the data work you would otherwise do by hand.
Dental CPAs
Fractional CFOs
Fee negotiators
Practice brokers
Coaches & consultants
Performance Index
vs benchmarks
Your Practice
Practice Group
Partner Group
ProfitSocket
Gross Production
Variances
Practice Group (4)
+$39,438
Partner Group (4)
+$39,438
ProfitSocket
+$43,856
Adjusted Production
Variances
Practice Group (4)
+$48,318
Partner Group (4)
+$48,318
ProfitSocket
+$43,791
Gross Contribution Profit
Variances
Practice Group (4)
+$18,639
Partner Group (4)
+$18,639
ProfitSocket
+$5,892
Implied Net Profit
Variances
Practice Group (4)
+$23,500
Partner Group (4)
+$23,500
ProfitSocket
−$7,549
For groups & DSOs
You operate the practices yourself
Multi-location groups, DPOs, buying groups and DSOs. Every location reports into one account, so finance and operations read the same numbers instead of reconciling a spreadsheet per office.
Multi-location groups
DPOs
Buying groups
DSOs
In-house finance
How it works
You choose the depth of insight and the working relationship.
ProfitSocket does the data work from the moment the office signs up.
Choose your level of insight
Insights, Guided or Interpretation, set per office — a two-chair practice and a twelve-op group can sit at different depths.
Choose your partnership relationship
Observer, Bundler or Referrer — the choice that decides where the billing sits.
Invite your client
Send the co-branded invite from your account, or copy your personal link into your own email. The office signs up through it, connects its practice management system and QuickBooks, and appears in your portfolio.
What each choice means
The tier sets how much interpretation ProfitSocket does before the numbers reach you. The relationship sets who bills whom. Both are set per office, and both can change later.
1 · Level of insight
Insights
Core profitability visibility across payors, procedures, and providers.
Guided
Deeper guidance with operational context to prioritize next actions.
Interpretation
Highest-touch interpretation for partners helping offices act on the data.
2 · Relationship
Observer
Read access to client dashboards with a nominal monthly seat fee and no per-client billing.
Bundler
Include ProfitSocket in your engagement fee with wholesale pricing and practices under your account.
Referrer
Referred offices pay ProfitSocket directly while you keep the relationship equity and referral credit.
Partner toolkit
Partner support
A person who knows your portfolio, not a ticket queue.
Learning videos
Short walkthroughs you can watch, or send to a client before the meeting.
Partner resources
Files, guides and videos to hand over — logo files included.
Branded reports
Build a report once; your team and your client read the same file.
Сalculator
See what your portfolio is actually worth.
Your partner level sets the discount on every Guided and Interpretation office you run. Set your own mix below.
List prices per office per month. Founding partners are subject to separate terms and pricing.
Frequently asked questions
Everything owners and partners ask before booking a demo. Still curious? We’ll walk you through it on your own numbers.
What is ProfitSocket?
ProfitSocket is a profit operating system for dental practices. We show you not only how profit is made but help you sustain it across payors, providers, procedures and expenses.
How is ProfitSocket different from my practice management software?
How is ProfitSocket different from other office analytics software (Dental Intel, Jarvis, etc.)?
Can ProfitSocket help me renegotiate fee schedules or drop a payor?
What systems does ProfitSocket connect to?
How do dental CPAs, consultants, and other partners use ProfitSocket?
What are Workspaces?
Stop guessing
where your profit goes.
Connect your PMS and QuickBooks, and see profit by payor, procedure and provider in one place. Book a 50-minute demo today