TaxProMarketer Referral Program

At TaxProMarketer, we deeply value the relationships we build with our clients. We don't take your trust lightly. 

That's why we're excited to show our appreciation for you choosing us through our new referral program, which starts April 1, 2024. Here's how you can benefit from referring your fellow tax and accounting business owners to TaxProMarketer:

Referring New Clients

  • When you refer new clients who sign up for TaxProMarketer Growth or Core services, you'll receive a $1,000 service credit.
  • To ensure you receive the referral bonus credit, ask the referred party to state your name on the initial sales call.
  • Once the new client successfully completes three months of Growth or Core services with TaxProMarketer, you'll receive your $1,000 bonus credited to your TaxProMarketer account.
  • By referring new clients who sign up for TaxProMarketer Essentials services, you will earn a $500 service credit.
  • To ensure you receive the referral bonus credit, ask the referred party to state your name on the initial sales call.
  • After the new client completes three months of Essentials services with TaxProMarketer, you'll receive your $500 bonus credited to your TaxProMarketer account.
  • Clients who refer 3 or more new clients get their own services free. (See "Refer 3, Get Yours Free" program details below.)

*** Please note that referral bonus credits cannot be gifted or transferred to other clients, and they cannot be applied to advertising spend.

Refer 3, Get Yours Free
For any client who has 3 active referrals*, their base services** are FREE.

* Active referrals are current clients who subscribe to TaxProMarketer services. If a referral cancels, that referral would no longer count as an active referral.
** Base services include the client's monthly subscription package fee, not ad spend or other add-on service fees.

Get Started Today!

Here's how you can begin claiming your referral bonus:

  • Spread the word about TaxProMarketer's services to your network.
    • We can provide you with a template to help communicate effectively to your referrals. You can request this by emailing us at support@taxpromarketer.com.
  • Encourage your referrals to mention your name during their initial sales call with TaxProMarketer to ensure you receive your well-deserved bonus.
  • Watch your service credits grow as your referrals become valued clients of TaxProMarketer.

At TaxProMarketer, we're dedicated to rewarding your loyalty and support. Thank you for being a part of our community, and we look forward to rewarding you for your referrals!

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