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Automated-Referrals
Use Our Funds To Grow Your Business!
Referral Program
Automated Referrals Made Simple
Once a client completes their return, they are automatically sent a link containing their unique Referral Affiliate link. Moving forward, whenever a lead enters your system through an Automated Referrals Affiliate link, that referral will begin receiving status updates via text regarding their pending Automated Referrals! Eliminate the hassle of tracking return statuses and following up on payouts for your referrals.
Funded Growth
$100 Funded Referrals
Pro Tax Builder helps you grow your client base with a scalable Automated Referrals program — perfect for multiple offices or franchise models — and funds it with $100 per referral to jumpstart your growth.
Enjoy unlimited Automated Referrals payouts of up to $100 for each of your referrals.
Flexible Payouts
You Set the Amount, We Pay It!
Set the referral payout that works best for your business—up to $100 per new client—and we’ll fund it directly. No added expenses, no hidden fees, just simple growth powered by your referrals.
Set Criteria
Set up your Automated-Referrals program the way you want: define amounts, link disbursements to acknowledgements, and apply criteria based on retention or return type. Enjoy complete control across all account levels from your admin account.
Success Rate Reporting
Pro Tax Builder lets you track exactly how effectively your Automated-Referrals program is performing. It’s not just about printing checks and managing your stores — the CRM keeps you informed about the success rate of each referral. You can easily see which referrals were paid and which were not.
Text Notification
Notify referrals automatically with text messages when their check or direct deposit is ready for disbursement. Remember: timely payouts are essential — without them, your Automated-Referrals campaign won’t succeed.
Check Verification
Check verification is simple and straightforward. Check cashiers can verify that a check is legitimate in two ways: by calling an automated toll-free line (the number is printed on the physical check) or by verifying it directly here on this website.
Comprehensive Solutions
Our Services
We provide a full suite of tools and services tailored for tax professionals, designed to streamline workflows, enhance accuracy, and maximize client satisfaction. From automated processes to real-time insights, our platform empowers your business every step of the way.
Extensive Reporting
Gain deep insights into your Automated-Referrals program with comprehensive CRM reports. Identify your top referrals before the season begins, so you can engage them early for another profitable tax season. Understand which referrals perform best and adjust your criteria settings accordingly.
Set the Criteria of Your Automated-Referrals Program
Organize the parameters for your Automated-Referrals program and control how it operates. Set options such as disbursement amounts, retention criteria, referral notifications, and more. Get your business set up for automated success!
Fully Integrated with Tax Software
Import clients seamlessly from your tax software directly into your CRM. Once a client’s return is completed, their information is sent to the CRM within seconds and automatically updates their referral profile.
The entire Automated Referrals process can be completed in less than two minutes from start to finish!