1. In CA, a CPA can take or pay a commission under very limited circumstances. If a online software such as Quickbooks or Freshbooks wants to take 25% of the bookkeeping fee for use of the platform, will this fit into the definition of a commission. Is this allowed? Is it a disguised lead generator?

2. In CA, a CPA can take or pay a commission under very limited circumstances. The AICPA as different rules on contingent fees. If a payroll service such as ADP or payroll will pay you a contingent fee on referrals or continuous payroll preparation, when would it be acceptable for the AICPA? For CA?