Live webinar: Proposals and Engagement Letters! Register here

5 hands-on workshops to set up and customize your CRM and workflow. Join the year-end bootcamp now!

Join live daily webinars to get up to speed on automations, invoicing and team collaboration.

See 6,000
Reviews

Get rewarded for helping others discover TaxDome 

Instead of spending more dollars on advertising, we’d rather use that budget to reward our loyal clients. Share your experience (and unique referral link) with your peers and let them enjoy the benefits of improving their practice, just like you do.

Get your reward

Industry leader trusted by 10,000+ firms

TaxDome has 6,200+ reviews on Capterra, G2 and GetApp with an average score of 4.7/5.

Capterra/Best Value
Capterra/Best Ease Of Use
Capterra/Best Value
Happiest Users
Quality Choice
Trusted Vendor
GetApp/Leaders
G2/Leader-Fall
G2-Momentum Leader
Momentum Leader
High Performer/Summer
High Performer/Winter
Leader
User Love Us

Referral program benefits

For firm owners

Refer your friends and get 2 free user-months added to your firm’s license when the firm you referred becomes a TaxDome customer.

The firm you referred will receive 1 free user-month once they purchase a license, in addition to their free trial.

For team members

If team members refer firms to TaxDome, they will receive a $100 Amazon gift card for each firm they refer.

Additionally, the firm you referred will receive 1 free user-month once they purchase a license, in addition to their free trial.

Branded to your firm

Custom landing page

Your referral page will be unique to you – your peers will see your firm’s name in the header. Once they sign up through your page, they will be credited to your firm

Go to my referrals
Custom landing page

How does the referral program work?

All you have to do is share your link with your peers

Step 1

Step 1

Log into your TaxDome account and click Refer & save in the upper right corner to find your personal referral link.

Step 2

Step 2

Click Copy link to copy your referral link, or Customize link to personalize it. You can instantly share it via email or social media.

Step 3

Step 3

Once they become paying subscribers, you will receive your bonus.

What our clients say about TaxDome

Joe Cass, Enrolled agent

Joe Cass, Enrolled agent

I am going to institute a new policy whereby anyone who comes in my office and has a smartphone, they’re getting their copy of TaxDome, period.

Like

Reply

12h

9

Jeffrey S., Accounting operations lead

Jeffrey S., Accounting operations lead

Once we found TaxDome and moved our client success processes from Trello, ClickUp, Excel, and other management software, we were able to handle significantly more clients with this time.

Like

Reply

10h

11

Lynnorra P., Senior partner at an accounting firm

Lynnorra P., Senior partner at an accounting firm

I love that billing, client portal, document sharing, and communications between the firm and the client is so seamless! I use this to manage my practice and scale services in one place.

Like

Reply

9h

15

Not a TaxDome user but have a referral?

Not a TaxDome user but have a referral?

Join Partner Program

Your concerns, answered

Frequently asked questions

How does the referral program work?

Your unique referral link takes your referrals to an offer page where they can learn more about TaxDome and start a trial.

  • If the referral link was shared by a firm owner: once the referred prospect becomes a customer, your firm will receive a license extension of two user-months.
  • If the referral link was shared by a team member: once the referred prospect becomes a customer, that team member will receive a $100 Amazon gift card.

Referral rewards are only valid for new licenses. See full terms and conditions here.

What are user-months?

A user-month is 30 days, divided by the number of annual users in your firm.

How does my referral link work?

Your link is unique to you. Every time someone clicks on it and visits the TaxDome website, we know that this person used your link.

When they sign up or start a trial, we know whom we owe a reward.

To track your referrals, click on Refer & save in the top right of any page in TaxDome to see how many referrals clicked on your links, started a trial or purchased a subscription.

Where should I share my referral link?

Everywhere you interact with your peers. Talk to fellow accounting, tax and bookkeeping professionals, share on social media, link it on your website, or add it to your email signature.

Who can sign up from my referral link?

Any firm that is not currently using TaxDome. Here’s more on our Partner Program Agreement.

Do I need to do anything to sign up for the referral program?

No, you are automatically added to the referral program. You can access your unique link by clicking the Refer & save in the top right of any page in TaxDome.

How and when do I get my reward?

Once your referral becomes a paying TaxDome customer, the user-months will be automatically added to your license.

Note that this process may take up to two weeks. If you still haven’t received your reward, mailto:success.anz@taxdome.com

What can I do to have more successful referrals?

Here’s what we can advise:

  • Customize your referral link to add a personal touch
  • Keep your link at hand and ready to share in discussions on social media
  • Follow up with your referrals — check on your peers in case they have any concerns or questions about using TaxDome. It’s a win-win scenario – you help them power their practice and get rewarded for doing so!
  • Share the reasons for why you love TaxDome, along with your unique referral link
Frequently asked questions

Privacy settings

This website uses cookies and similar technologies to ensure you get the best experience on our website. By proceeding, you agree with our cookie policy.