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Make it Easy for Clients to Refer You Online

November 6, 2018

If you are doing an excellent job for your clients, they are more than ready to seen new business your way. Getting referrals from like-minded clients or business owners is a smart way to grow your practice.

We rolled out our Referral tool over a year ago. The biggest issue is not how effective it is; it is not enough tax and accounting professionals have turned it on. Your services are great, and clients love working with you. But are they telling their friends, family, and colleagues about the value you provide?

We make it easy for your most loyal ambassadors to refer clients right from their phone or desktop. You can customize the text if you want to include an incentive for your referrals. You will get a notification each time a referral is made.

Contact customer success and we can get your referral page loaded for you.


Pro advice, ideas, and information to help your practice get going and grow.

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Lee Reams II

I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

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