Referral Partners
Register once.
Your code does the rest.
You already know people with a tax problem you can't solve for them. Send them here, and the referral stays credited to you from first touch through to close — with a portal you can check any time to see exactly where it stands.
Why partners do this
The referral you already make, except you hear how it ends.
Most professionals refer clients out constantly — to a CPA, an attorney, someone who handles the thing they don't. And then it disappears. No update, no outcome, and no way to tell whether the person you vouched for was looked after.
This is the same referral with the loop closed. Your code attaches you to that client permanently, you can see every step they move through, right through to how it ends.
How it works
Four steps, and only the first one is new.
Register below
Name, email, phone. That's the whole form.
You only ever do this once.We send your referral code
A short code like VT1042. It's what ties every referral you send back to you.
Keep it — the same code works for every referral, forever.Submit someone
Their name, phone and email, plus the advisor you'd like on the call. An advisor reaches out the same day, mentioning you by name so it never lands cold.
You don't have to make the introduction yourself.Follow it through
Check the partner portal any time to see the stage, the advisor assigned, and whether it closed.
Credit follows the code, not the conversation.The partner portal
You can see everything you referred.
Sign in with your code and the email you registered with. Nothing to install, nothing to chase.
- Every referral you've sent, and the stage each one is at
- Which advisor is handling it
- Whether it closed
- How it ended, once it closes
Register
Get your referral code.
Use the email you'll want your code sent to. If you've registered before, use the same address and we'll send your original code back rather than issuing a second one.
Common questions
Before you register
What does the referral code actually do?
It attaches you to every referral you submit, permanently. You're added as a follower on the record, so you can see it and it can't quietly get reassigned to someone else.
What if I lose my code?
Register again with the same email address and we'll send your original code back. You won't be issued a second one, and nothing you've already referred is affected.
Do I have to tell the person I'm referring them?
Yes — please do. An advisor reaches out the same day mentioning your name, and it goes far better when they're expecting it. A quick heads-up text is enough.
Is there a minimum, or a quota?
No. Refer one person or fifty. Most partners find the first name is the hardest; after that it becomes a habit.
Do I need a license to refer?
No. You're introducing someone to a conversation, not advising them. The tax work is carried out by licensed professionals.
Know someone already?
Register now, and you can send them over in the next five minutes.
Get my referral code