Funded For You
We provide the capital needed to fund your automated-referrals program.
Establish a Automated-Referrals Program that Works!
Automated-Referrals
Once a client completes their return, they are automatically sent a link with their unique Referral Affiliate link. Moving forward, once a lead enters your system from an Automated-Referrals Affiliate link, that Referrer will begin receiving updates via text regarding the status of their pending referral.
Eliminate the hassle of tracking down return statuses and following up on payouts for your Referrers.
Works While You Rest
Affiliate links go out automatically once a client completes their return.
Referrer profile
Payout status updates
Affiliate link sent automatically
Referrer notified by text
Payout issued via ACH
$100 Funded Referrals
Build on the clients you already have
Nationwide Tax Advisor gives 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 we also support you by providing the capital needed to fund the automated-referrals.
What's included
- Up to $100 unlimited automated-referrals payouts for all of your Referrers
- Referrers automatically receive updates regarding their referrals via text
- Print automated-referrals checks
- Simple collection process
- Automated referrals included at $0 cost per referral
- Distribute payouts via ACH (Direct Deposit)
Program Controls
Control, notify, and measure every referral
The program is managed entirely from the CRM, so you can define the rules, keep Referrers informed automatically, and see exactly how well the campaign is performing at any point in the season.
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
Notify Referrers by sending them automated text messages informing them when their check or direct deposit is ready for disbursement. Remember: if you don't pay out your referrals as soon as possible, your Automated-Referrals campaign will not work.
Success Rate Reporting
Nationwide Tax Advisor shows exactly how effective your Automated-Referrals program is operating. The CRM keeps you informed about the success rate of each individual Referrer, so it's easy to know which referrals got paid out and which did not.
Check Verification
Two ways to confirm a check is legitimate
Check verification is really easy and straightforward. There are two ways check cashiers can verify that a check is legitimate.
Option 1
Automated toll-free line
Check cashiers can call an automated toll-free line using the number located on the physical check.
Option 2
Verify here on this website
Check verification is really easy and straightforward right here on our site, with no additional authentication steps.
Extensive Reporting
Identify your best Referrers before the season begins
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.
CRM snapshot
Referrer performance
Top ReferrersRanked by season
Payouts IssuedCheck or ACH
Paid vs. UnpaidTracked instantly
Set the Criteria
Organize the parameters of your program
Set the criteria of your automated-referrals program by organizing the parameters of how you would like it to operate. Set your business up for automated success.
Disbursement amountRetention criteriaReferrer notificationsReturn type rulesAcknowledgement triggersAccount-level control
Fully Integrated with Nationwide Tax Advisor 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 process can be done in less than 2 minutes from start to finish.
Explore the softwareNeed a consultation?
Our customer representatives will assist you to understand what we offer for your business goals.