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Referral Program Rules

Referred friend must not have ever been a monthly website package subscriber of CountingWorks PRO and must subscribe for at least three monthly billing cycles (or 90 days for annual pre-pay packages) to an eligible monthly CountingWorks PRO website package including: Connect, Presence, Grow, or Premier. Offer does not include add-ons, metered usage, or any other additional charges attached to your subscription. 


Purchases of any other products; such as TaxBuzz memberships, CPE or other a la carte content products; are not eligible. Eligible subscription must start within 60 days of the referral form being submitted. Both the referred subscriber and referring subscriber must be active and paid in full for at least three full billing cycles (or 90 days if annual package) before any credits are eligible. Referring subscriber must be an active subscriber of CountingWorks PRO and must also be an active subscriber in good standing to one of the following packages at the time of credit eligibility: Connect, Presence, Grow, Premier or legacy subscriptions: TeleAccountant™, Content Pack, Scale, Profit Margin, Capital Gain, K2 or Whitney. Credit will be applied to your next bill and may only be used to pay for future CountingWorks PRO, Inc. services. Credits will not be applied retroactively, no refunds will be given and credits may not be redeemed for cash, gift cards or other forms of payment. May not be combined with any other promotions, offers or discounts. Only one credit will be allowed per newly referred subscriber for the lifetime of that referred subscriber. 


Additional terms or restrictions may apply. Contact the CountingWorks PRO team for details.

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