What if your clients started sending the referrals to you, automatically?

Today we announced the launch of our automated Refer Us tool, that provides you the tools needed for your brand ambassadors to spread the word about you to friends and colleagues.

Better yet, we have integrated the Refer Us tool within your monthly email newsletter. So you will automatically be asking reviews without any of the awkwardness it can cause. It’s free to current subscribers of our marketing hub and is built exclusively for CPAs, EAs, and busy tax professionals.

It just takes us a few minutes to set up. Watch the instructional video below or contact our Customer Success team today. It’s much easier for clients to refer you when you have the referral tool loaded on your website.

Get started today.