--- title: Automated-Referrals description: "Grow your Tax Office with our Cloud Based Tax Software. Hands on training, and instructions for everyone from Single Office, Multi Office or Enterprise." --- × # We would love to speak with you. Trust us to provide the best tax solutions for your business needs. Fill out the form below, once submitted you can pick a time a date to speak with us. [![TaxShield Logo](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/logo.png)](https://gettaxshield.com/?hsLang=en) TaxShield Software LLC is committed to protecting and respecting your privacy, and we’ll only use your personal information to administer your account and to provide the products and services you requested from us. From time to time, we would like to contact you about our products and services, as well as other content that may be of interest to you. If you consent to us contacting you for this purpose, please tick below to say how you would like us to contact you: I agree to receive other communications from TaxShield Software LLC.* You may unsubscribe from these communications at any time. For more information on how to unsubscribe, our privacy practices, and how we are committed to protecting and respecting your privacy, please review our Privacy Policy. By clicking submit below, you consent to allow TaxShield Software LLC to store and process the personal information submitted above to provide you the content requested. × # Create A Demo Account & Explore All The Features. Experience the convenience and efficiency of TaxShield's online tax software. Accessible from any device, it allows you to prepare returns effortlessly with features like unlimited e-filing, integrated CRM, and robust support. [![TaxShield Logo](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/logo.png)](https://gettaxshield.com/?hsLang=en) TaxShield Software LLC is committed to protecting and respecting your privacy, and we’ll only use your personal information to administer your account and to provide the products and services you requested from us. From time to time, we would like to contact you about our products and services, as well as other content that may be of interest to you. If you consent to us contacting you for this purpose, please tick below to say how you would like us to contact you: I agree to receive other communications from TaxShield Software LLC.* You may unsubscribe from these communications at any time. For more information on how to unsubscribe, our privacy practices, and how we are committed to protecting and respecting your privacy, please review our Privacy Policy. By clicking submit below, you consent to allow TaxShield Software LLC to store and process the personal information submitted above to provide you the content requested. [ SINGLE OFFICE Best for medium size buisiness ](https://gettaxshield.com/pricing?hsLang=en) [SERVICE BUREAU Best for large scale buisiness ](https://gettaxshield.com/pricing?hsLang=en) FEATURES - Online Access To Software 24/7 - Free Funded Automated-Referrals Platform - 24/7 Online Support - 10 User Accounts - Free E-File - [Learn More](https://gettaxshield.com/pricing?hsLang=en) - Online Access To Software 24/7 - Free Funded Automated-Referrals Platform - 24/7 Online Support - Unlimited Users - Corporate Returns - [Learn More](https://gettaxshield.com/pricing?hsLang=en) - Perfect fit for software resellers - Service Bureau access to all - Fully integrated CRM (TSS) - 24/7 Online Support - Weekly Software Training - [Learn More](https://gettaxshield.com/pricing?hsLang=en) PRICE Value for money pack $999 [Buy Now ](https://gettaxshield.com/intake-form?office_type=SINGLE%20OFFICE&hsLang=en) $1,999 [Buy Now ](https://gettaxshield.com/intake-form?office_type=SVB&hsLang=en) [**Online** ](https://gettaxshield.com/taxshield-online?hsLang=en) [**Desktop** ](https://gettaxshield.com/taxshield-desktop?hsLang=en) [**Service Bureau Program** ](https://gettaxshield.com/reseller-program?hsLang=en) [**Automated Referrals ** ](https://gettaxshield.com/referrals) [**One Tap Zoom Support ** ](https://gettaxshield.com/one-tap-zoom-support?hsLang=en) [**Marketing** ](https://gettaxshield.com/marketing?hsLang=en) [**Mobile Link** ](https://gettaxshield.com/mobile-link?hsLang=en) [** Text Message** ](https://gettaxshield.com/text-message?hsLang=en) [**Call Tracking** ](https://gettaxshield.com/call-tracking?hsLang=en) [**Screen Share** ](https://gettaxshield.com/screen-share?hsLang=en) [![TaxShield Logo](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/svg/logo.svg)](https://gettaxshield.com?hsLang=en) [![TaxShield Logo](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/logo.png)](https://gettaxshield.com/?hsLang=en) × - [ Home ](https://gettaxshield.com?hsLang=en) - Software ![](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/svg/menuArrow.svg) - [ Online ](https://gettaxshield.com/taxshield-online?hsLang=en) [ Desktop ](https://gettaxshield.com/taxshield-desktop?hsLang=en) [ Service Bureau Program ](https://gettaxshield.com/reseller-program?hsLang=en) - Features ![](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/svg/menuArrow.svg) - [ Automated Referrals ](https://gettaxshield.com/referrals) [ One Tap Zoom Support ](https://gettaxshield.com/one-tap-zoom-support?hsLang=en) [ Marketing ](https://gettaxshield.com/marketing?hsLang=en) [ Mobile Link ](https://gettaxshield.com/mobile-link?hsLang=en) [ Text Message ](https://gettaxshield.com/text-message?hsLang=en) [ Call Tracking ](https://gettaxshield.com/call-tracking?hsLang=en) [ Screen Share ](https://gettaxshield.com/screen-share?hsLang=en) - Pricing ![](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/svg/menuArrow.svg) - [SINGLE OFFICE Best for medium size buisiness ](https://gettaxshield.com/pricing?hsLang=en) [SERVICE BUREAU Best for large scale buisiness ](https://gettaxshield.com/pricing?hsLang=en) FEATURES - Online Access To Software 24/7 - Free Funded Automated-Referrals Platform - 24/7 Online Support - 10 User Accounts - Free E- File - [Know More](https://gettaxshield.com/pricing?hsLang=en) - Online Access To Software 24/7 - Free Funded Automated-Referrals Platform - 24/7 Online Support - Unlimited Users - Corporate Returns - [Know More](https://gettaxshield.com/pricing?hsLang=en) - Perfect fit for software resellers - Service Bureau access to all - Fully integrated CRM (TSS) - 24/7 Online Support - Weekly Software Training - [Know More](https://gettaxshield.com/pricing?hsLang=en) PRICE Value for money pack $999 [Buy Now ](https://gettaxshield.com/intake-form?office_type=SINGLE%20OFFICE&hsLang=en) $1,999 [Buy Now ](https://gettaxshield.com/intake-form?office_type=SVB&hsLang=en) - [ Contact](https://gettaxshield.com/contact-us?hsLang=en) - [ Testimonials](https://gettaxshield.com/testimonials?hsLang=en) [![TaxShield Logo](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/svg/logo.svg)](https://gettaxshield.com?hsLang=en) - [Home](https://gettaxshield.com?hsLang=en) - Software ![arrow](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/svg/menuArrow.svg) - Features ![arrow](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/svg/menuArrow.svg) - [Pricing](https://gettaxshield.com/pricing?hsLang=en) ![arrow](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/svg/menuArrow.svg) - [Contact](https://gettaxshield.com/contact-us?hsLang=en) - [Testimonials](https://gettaxshield.com/testimonials?hsLang=en) [Check Verification ](https://gettaxshield.com/verification?hsLang=en) Get a Demo [Sign In ](https://taxshield-software.taxsupport.pro/login) # Automated-Referrals Use Our Funds To Grow Your Business! # Establish an 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 a Referral Affiliate link, that Refferer will begin receiving updates via text, regarding the status of their pending Referrals! Eliminate the hassel of tracking down return statuses, and following up on payouts for your Referrers! Get a Demo Try It Now ![Referral Banner](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/referral/referralBanner.svg) ![$50 Funded Referrals](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/referral/50.svg) # $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](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/svg/tick.svg) Up to $100 unlimited Automated-Referrals payouts for all of your Referrers ![tick](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/svg/tick.svg) Referrers automatically receive updates regarding their Referrals via text ![tick](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/svg/tick.svg) Print Automated-Referrals checks ![tick](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/svg/tick.svg) Distribute payouts via ACH (Direct Deposit) ![tick](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/svg/tick.svg) Simple collection process ![tick](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/svg/tick.svg) Automated Referrals included ![tick](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/svg/tick.svg) $0 cost/Referral # You Set the Amount -- We Pay It! Up to $100/Referrals from our own pocket ![](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/referral/referral1.svg) ![Set Criteria's ](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/referral/criteria.svg) ![borderLine](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/referral/borderLine.svg) # 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 ](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/referral/notification.svg) ![borderLine](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/referral/borderLine.svg) # 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 ](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/referral/reporting.svg) ![borderLine](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/referral/borderLine.svg) # 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 ](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/referral/CheckVerification.png) ![borderLine](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/referral/borderLine.svg) # 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](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/advances/bankOfAmerica.svg) ![WELLS](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/advances/Wells.svg) ![CHASEO](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/advances/chaseo.svg) ![PNC](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/advances/PNC%20.svg) # 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 ](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/referral/img1.svg) ![ Extensive reporting ](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/referral/exten-report.svg) # 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 ](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/referral/tax-software.svg) # NEED A CONSULTATION? Our customer representatives will assist you to understand what we offer for your business goals. [BOOK US ](https://www.gettaxshield.com/meetings/abiye-adane/tss-1st-sales-call-calendar-?uuid=ce150a0d-140d-4323-852f-d55ec96e2367&hsLang=en) ![Form-submit](https://gettaxshield.com/hubfs/raw_assets/public/taxshield-new-theme-dns-2023/images/svg/tick.svg) Form Submitted Successfully ![](https://px.ads.linkedin.com/collect/?pid=6475220&fmt=gif)