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Automated-Referrals
Use Our Funds To Grow Your Business!
Automated Referrals Made Simple
After a client completes their return, they automatically receive a personalized referral link. From that point on, any new leads generated through this link are tracked in real time, with automated text updates on their status.
Rise Tax Pro eliminates the manual work of monitoring return progress and managing referral payouts, allowing you to grow your network effortlessly and focus on expanding your business.
Funded Growth
$100 Funded Referrals
Rise Tax Pro helps you expand your client base with a fully scalable Automated Referrals program—ideal for multi-office practices or franchise models. Each referral is funded with $100 to kickstart growth, with no upfront cost to you.
Enjoy unlimited Automated Referrals payouts of up to $100 for each of your referrals.
Flexible Payouts
You Set the Amount, We Fund It
Choose the referral payout that works best for your business—up to $100 per new client—and Rise Tax Pro funds it directly. No hidden fees, no extra costs—just effortless growth powered by your referrals.
Customizable Program Criteria
Design your Automated Referrals program to fit your needs. Define payout amounts, tie disbursements to acknowledgements, and set rules based on client retention or return type. Gain full control across all accounts from your admin dashboard.
Referral Performance Tracking
Track the effectiveness of every referral in real time. Rise Tax Pro CRM shows which payouts have been completed and which are pending, giving you clear insight into your program’s success.
Automated Text Notifications
Keep your referrals informed automatically. Text messages notify them when a check or direct deposit is ready, ensuring timely payouts and maximizing the impact of your referral program.
Secure Check Verification
Verifying referral checks is quick and reliable. Referrals can confirm legitimacy via a toll-free automated line (printed on the check) or directly through our secure online verification portal.
Comprehensive Solutions
Our Services
Rise Tax Pro provides a complete suite of tools and services specifically designed for tax professionals. Streamline your workflow, boost accuracy, and enhance client satisfaction with automated processes, real-time insights, and seamless integration—empowering your business at every step.
Comprehensive Reporting
Access detailed insights into your Automated Referrals program with robust CRM reporting. Identify your top-performing referrals early, engage them proactively, and optimize your program settings to maximize profitability throughout the tax season.
Customizable Program Criteria
Take full control of your Automated Referrals program. Set parameters for disbursement amounts, retention requirements, referral notifications, and more—ensuring your program runs efficiently and aligns perfectly with your business goa
Seamless Tax Software Integration
Automatically import client data from your tax software into the CRM. Once a client’s return is completed, their information instantly updates their referral profile, keeping your program accurate and up to date.
With Rise Tax Pro, the entire Automated Referrals workflow can be completed in under two minutes, from setup to payout—saving you time while growing your business.