For your clients to get a 10% discount, they need to be referred by you. There are 2 options for you to refer your client:

  • If you have already been setup with a Accountant Console, the easiest way is for you to use this Console to setup your client. Login.
  • Or you can provide us with your client’s information below and we will work with them to get setup.
If you choose the latter option, please fill in the form below. Referral Program

Referral Information

Information on the Client that you would like to get setup on

* Required Fields

Information about you, so that we can match your client to your record in the Accountant Program and give your client the 10% discount