Referrals, done right.
We’re building a referral program worth telling other offices about — launching September 1, 2026, alongside next season’s rate lock. We’d rather ship it right than ship it loud. Get notified the moment it opens.
Why we’re building it this way
A referral program is only worth telling other offices about if it respects them. Here’s the bar we’re holding it to.
Built for offices that recommend us anyway
The best referrals already happen — one office tells another that the stack finally works. The program just makes that worth your while.
Aligned, not extractive
Rewards land for both sides. We would rather grow through offices that vouch for us than through ads nobody trusts.
Shipped right, not loud
Launching alongside next season’s rate lock means the terms are clear and the timing is real — no vague promises you cannot hold us to.
How it’ll work
Simple, intentional, and aligned with how offices actually grow.
Send us an intro
Introduce another tax office that runs the way yours does — one warm email or a shared link is all it takes.
They run a season
They onboard and file a real season on TaxWallet — not a trial. Your intro is credited to your office.
You both get rewarded
Once they’re live, a reward lands for your office and theirs. Exact amounts publish with the program terms at launch.
Get notified at launch
Drop your email. One message when it’s live — nothing else.