A built-in referral program with unique referral links, credit wallet tracking, seasonal campaign multipliers, social sharing, and a leaderboard — so your best advocates earn credits and you grow your firm organically.
Most CPA firms grow through referrals, but there's no system behind it. A satisfied client tells a friend, the friend calls, you have no idea who referred them, and nobody gets thanked. You can't measure which clients drive the most referrals. You can't incentivize referrals during slow seasons. And you definitely can't track whether a referral actually became a paying client.
TaxScout gives every firm a referral program that runs itself. Each CPA gets a unique referral link and code. Share it via social media, email, or printed flyer. When someone signs up through your link, both parties earn credits. A credit wallet tracks lifetime earnings and automatically applies credits to your next invoice. During slow seasons, multiply rewards with campaign bonuses. See who your top referrers are on the leaderboard.
Watch every referral move through 7 statuses — from link shared to credits paid out.
Credits auto-apply to your next subscription invoice — no manual redemption needed.
Current available credits
Total credits from all referrals
Credits applied to invoices
Pending referrals not yet converted
Seasonal bonus (e.g., 2x in January)
'Recommended by Your Firm' trust badge, extended 30-day trial (vs standard 14), 6 feature highlights, and signup CTA that preserves the referral code.
One-click share to Facebook, LinkedIn, X/Twitter, and Reddit with pre-populated messages. Download a printable flyer with your referral code and QR code.
Boost referral rewards during specific periods — 2x credits in January for tax season ramp-up, seasonal campaigns to drive growth during slow months.
See how you rank against other referrers in the TaxScout network. Top 3 get badges. Encourages friendly competition and organic growth.
Copy your unique referral URL or share via Facebook, LinkedIn, X/Twitter, Reddit, or download a printable flyer with QR code.
They land on a branded referral page showing 'Recommended by Your Firm' with extended trial benefits (30 days vs standard 14).
Watch referrals move through statuses: Pending → Signed Up → Verified → Converted → Paid Out.
Credits auto-deposit to your wallet when referrals convert. Applied automatically to your next invoice — no manual redemption needed.
No other CPA practice management tool includes a built-in referral program. TaxDome, Canopy, and Karbon have no referral tracking, credit wallets, or campaign multipliers. TaxScout's referral engine turns your satisfied clients into a growth channel with full conversion tracking and automatic credit application.
When someone signs up through your referral link and becomes a paying customer, both you and the referee earn credits. Credits are deposited to your wallet and automatically applied to your next subscription invoice.
Book a 15-minute walkthrough and see how it fits your firm.