Referral Partner How Does It Work?

• Reward Payment Guarantee: Rewards will be issued as soon as your referral completes a tax return and is acknowledged by the IRS e-file. 
• Unlimited Referrals: There is no limit to the number of referrals you can make.
• Referral Credit: Only one individual may receive credit for each qualified referral.
• Referral Code Requirement: The referred client must use the assigned referral code during the onboarding process. Once the required documents have been collected and the review process begins, the referral will no longer be eligible for credit.
• Identification and Banking Information: Referral partners are required to provide valid identification and banking information in their name to authorize direct deposit payments.

              Click the link to complete referral program documents.