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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 with their unique Refferal Afilliate link. Moving forward, once a lead enters your system from an Automated-Referrals Affiliate link, that Refferer will begin receiving updates via text, regarding the status of their pending Automated-Referrals! Eliminate the hassel of tracking down return statuses, and following up on payouts for your Referrers!
Funded Growth
$100 Funded Referrals
Pro Tax Builder helps you expand your client base by not only providing a scalable automated referrals program—ideal for multiple offices or franchise models—but also funding it with $100 per referral to jumpstart your growth.
Up to $100 unlimited Automated-Referrals payouts for all of your Referrers
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 how you want to implement your Automated-Referrals program: set amounts, tie disbursements to acknowledgements, set criteria by retention or by type of return. Complete control across all account levels under your admin account.
Success Rate Reporting
Pro Tax Builder is able to tell you exactly how effective your Automated-Referrals program is operating. It’s not just about being able to print checks and manage your stores, the CRM will keep you informed about the success rate of each individual Referrer. It's easy to know which automated-referrals got paid out and which one did not.
Text Notification
Notify the Referrer’s by sending them automated text messages informing them when their check or direct desposit is ready for disbursement. Remember; if you don’t pay out your referral's as soon as possible, your Automated-Referrals campaign will NOT work!
Check Verification
Check verification is really easy and straight forward. There are two ways check cashiers can verify that a check is legitimate: first is by an automated toll-free line with a number that’s located on the physical check; and second is 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 massive insight on your automated-referrals program by pulling a variety of reports from the CRM. Identify who your best Referrers are, before the season begins, so you can contact them and get them ready to go for another profitable tax season. Understand who’s a good referrer or a bad referrer, and set your criteria settings based on this information.
Set the Criteria of Your Automated-Referrals Program
Organize the parameters of how you would like your Automated-Referrals program to operate. Set options such as: Disbursement amount, Retention Criteria, Referrer Notifications and many more! Set your business up for automated success!
Fully Integrated with Tax Software
Import clients seamlessly from your tax software, directly into your CRM. Once a client has had their return completed, that information can be sent over to the CRM in seconds, and will begin updating in the Referrer’s profile automatically. The whole automated-referrals processes can be done in less than 2 minutes from start to finish!