Guide to Building a Referral Program

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

Download This Guide

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?

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