Automated Referrals   

Grow your business this tax season with Taxology’s unique funded automated-referrals platform. You set the amount, we fund it—no spreadsheets or calls needed. Easily share affiliate links with clients and simplify your tax season!

You Set the Amount; We Pay It! Up to $100

Taxology offers you a way to build on the clients you already have! Not only do we give you the ability to roll out a functional automated-referrals program that can be scaled to multiple stores, or even franchise models, but also support you by providing the capital needed to fund the automated-referrals!

How it Works

Set Criteria

Set how you want to implement your Automated-Referrals program: set amounts, tie disbursements to acknowledgements, set criteria by retention or by type of return. Complete control across all account levels under your admin account.

Text Notification

Notify the Referrer’s by sending them automated text messages informing them when their check or direct desposit is ready for disbursement. Remember; if you don’t pay out your referral's as soon as possible, your Automated-Referrals campaign will NOT work!

Success Rate Reporting

Taxology is able to tell you exactly how effective your Automated-Referrals program is operating. It’s not just about being able to print checks and manage your stores, the CRM will keep you informed about the success rate of each individual Referrer. It's easy to know which automated-referrals got paid out and which one did not.

Check Verification

Check verification is really easy and straight forward. There are two ways check cashiers can verify that a check is legitimate: first is by an automated toll-free line with a number that’s located on the physical check; and second is here, on this website!

25% OFF SINGLE OFFICE

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25% OFF SINGLE OFFICE ⋆