Client Referrals
Refer a Business Owner.
Earn $300.
Introduce someone who'd benefit from Tax Square. When they become a client, you earn a credit toward your next invoice — up to $300, depending on the service they sign up for.
No cap on referrals · credit applied automatically
Your Reward
Earn $300 for Every Business Owner You Refer
Refer a business owner who signs on for proactive, year-round tax planning — the full partnership — and $300 comes off your next invoice.
Refer someone who just needs a tax return? You'll still earn $150.
And it stacks with no limit — refer several and the credits add up.
Who Do You Know?
Most of our best clients came from a client who trusted us enough to make an introduction. If that's you, we'd be grateful — and we'll make it worth your while.
Log in to refer someoneReferral credits are earned when a referred party signs a Tax Square engagement letter, and are applied automatically to the referring client's next invoice. Available to active Tax Square clients.