Automated-Referrals

Use Our Funds To Grow Your Business.

Establish a Automated-Referrals Program that Works!

Once a client completes their return, they are automatically sent a link with their unique Refferal Afilliate link. Moving forward, once a lead enters your system from an Automated-Referrals Affiliate link, that Refferer will begin receiving updates via text, regarding the status of their pending Automated-Referrals! Eliminate the hassel of tracking down return statuses, and following up on payouts for your Referrers!

Referral Banner
$50 Funded Referrals

$100 Funded Referrals

TaxShield 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!

tick
Up to $100 unlimited Automated-Referrals payouts for all of your Referrers
tick
Referrers automatically receive updates regarding their Referrals via text
tick
Print Automated-Referrals checks
tick
Distribute payouts via ACH (Direct Deposit)
tick
Simple collection process
tick
Automated Referrals included
tick
$0 cost/Referral

You Set the Amount; We Pay It!

Up to $100/Referrals from our own pocket

Set Criteria's
             borderLine

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
             borderLine

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
             borderLine

Success Rate Reporting

TaxShield 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.

Set Criteria's
             borderLine

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!

bankOfAmerica WELLS CHASEO PNC

Extensive Reporting

Gain massive insight on your automated-referrals program by pulling a variety of reports from the CRM. Identify who your best Referrers are, before the season begins, so you can contact them and get them ready to go for another profitable tax season. Understand who’s a good referrer or a bad referrer, and set your criteria settings based on this information.

No Double entry
   Extensive reporting

Set the Criteria of Your Automated-Referrals Program

Organize the parameters of how you would like your Automated-Referrals program to operate. Set options such as: Disbursement amount, Retention Criteria, Referrer Notifications and many more! Set your business up for automated success!

Fully Integrated with Tax Software

Import clients seamlessly from your tax software, directly into your CRM. Once a client has had their return completed, that information can be sent over to the CRM in seconds, and will begin updating in the Referrer's profile automatically. The whole automated-referrals processes can be done in less than 2 minutes from start to finish!

 Fully integrated with Tax Software
Form-submit
Form Submitted Successfully