Referrals are a crucial part of building and scaling a business – no matter what industry you’re in. Recently, we learned that many of our customers have not taken the time to create a formal referral program within their tax firm.  

Why? Time is obviously a huge factor, but in addition to this, most pros just don’t know where to start. That’s where TaxAct® Professional comes in. We’ve created a guide that walks you through building a referral program for your tax firm AND provides you with the tools to begin marketing it to your customers. That’s right – real marketing materials such as – social media posts, postcard designs, a referral form you can download and implement immediately on your website/in office, and more.

Let us help you grow your customer base in a way that is good for you, your firm, and your current/future clients. After all, it’s never too late to work towards establishing a successful referral program.

“If you want to be successful as a tax preparer, it’s about more than just having loyal clients. To grow your business, you need those loyal clients to work for you, by referring you new clients.” – Nyrie Sarkissian, TaxAct® Professional Sponsor, Current Customer, and Owner of Tax Prep A-Go-Go

In the downloadable guide below, you will find multiple tools to help you build a referral program for your tax firm. Interested in accessing this content?

1. Please complete the form below.

2. Click download.

3. Once the form has been submitted, your webpage will be redirected to a link where you can download each PDF.