Referral codes and referral page
Give clients referral codes and a public page where referrals can be submitted and tracked.
The problem it solves
Word-of-mouth referrals are hard to attribute to the client who made them.
How it works
- Issue a referral code to a client.
- They share it; referred people submit their details on the referral page.
- The referral arrives tracked against the code.
What your practice gets
- Referrals attributed correctly.
- Easy for clients to share.
- Feeds the referral workflow.
Questions accountants ask
Does the referred person need an account?
No. They use the public referral page.
How is the referrer identified?
By their referral code.
What happens next?
The referral is reviewed in referral management.
Related features
Features that work alongside referral codes and referral page.
Referral management
Review, approve, convert, reject or reverse client referrals and see referral statistics.
Referral expiry
Stale referrals expire automatically each day, so old referrals do not hold credit forever.
Leads pipeline
Track prospects with status, activities and notes, get AI suggestions on next steps and convert a lead into a client.
VideoSee it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.