1. Share their details
Log in to your client portal, open Refer & Earn, and tell us who to contact — name plus an email or phone number.
Referral Program
Refer someone. Earn a reward.
Know someone who dreads tax season? Send them our way. When they become a client, you get an exclusive discount on your own filing — and they get an advisor who actually picks up the phone.
- Exclusive filing discounton every referral who joins
- No limitrefer as many people as you like
- Track it livesee every referral in your portal
How It Works
Four steps from referral to reward
No forms to chase and nothing to track by hand — everything happens in your client portal.
2. We reach out
Our team gets in touch personally, answers their questions, and explains exactly how we can help. No pressure, no spam.
3. They become a client
When they file their first return with us, your referral is marked as converted in your portal.
4. You get rewarded
An exclusive discount is applied to your next filing. Refer more people, earn more rewards.
Program Details
Simple terms, no small print
The programme is built to be easy to use and easy to trust. Here is exactly how it works.
Refer as many people as you like
There is no cap. Every person who becomes a client earns you another reward.
Individuals and businesses both count
A friend with a single W-2 or a company needing full bookkeeping — both qualify.
We never spam your contacts
One personal introduction. If they are not interested, that is the end of it.
Track everything yourself
Your portal shows each referral's status — contacted, registered, rewarded — in real time.
Ready When You Are
Start referring today
Book a free consultation and find out what it's like to have a real advisor in your corner.
- Free, no-obligation consultation
- Flat, upfront pricing — no surprises
- A reply within one business day
Book a Free Consultation
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