Refer a firm
Share your link from Firm settings → Refer a firm.
- The firm you refer starts with 2 free workbooks instead of 1 (when it signs up with its own business email).
- You get 3 more free workbooks once their first paid workbook is delivered, up to 25 referrals.
- Referrals from your own firm's email domain don't count. Credits are free workbooks, never cash.
More guides: Getting started · Get clients from the Find a CPA directory · What to upload · Working the open items · Print the tax file (for preparers who work on paper) · The client email (PBC list)