Referral Agent Program

Once approved as a Referral Agent, you'll have access to a comprehensive dashboard that tracks your referrals, conversions, and earnings in real-time. You can see which links are performing best, how many people have signed up using your referral code, and how much commission you've earned. The dashboard also provides insights into conversion rates to help you optimize your promotion strategy.

Commission payments are processed on the 15th of each month for all qualifying transactions from the previous month. You can choose to receive payments via direct bank transfer or PayPal. The minimum payout threshold is $20. For example, if your referrals generate $50 in commissions during January, you'll receive payment on February 15th. If your commissions are below $20, they'll roll over to the next payment cycle until the threshold is reached.

A successful referral occurs when someone signs up using your unique referral link and completes a tax return service (meaning they submit and pay for their tax return). You earn commission based on the service fee they pay, not including any additional services they might purchase. The referral is tracked through a cookie that lasts for 90 days, so even if someone clicks your link but completes their purchase later, you'll still get credit as long as it's within the 90-day window.

Our two-tier commission structure allows you to earn from the referrals made by people you've referred. Here's how it works: You earn 15% commission on direct referrals (Tier 1) and 2% commission on the referrals made by your referrals (Tier 2). For example, if you refer John and he completes a $129 tax return, you earn $19.35 (15%). If John then refers Sarah and she completes a $129 tax return, you earn an additional $2.58 (2%) from Sarah's transaction. This creates a passive income stream that can grow exponentially as your network expands.

Yes, Referral Agents who demonstrate consistent performance can upgrade to our Business Agent program, which offers a higher commission rate (20%), more marketing tools, and additional features like white-label client portals. To qualify for an upgrade, you typically need to consistently refer at least 20 clients per month for three consecutive months or meet a minimum annual referral revenue. You can request an upgrade through your Referral Agent dashboard, and our team will review your performance and eligibility.

No, you don't need any tax knowledge to be a successful Referral Agent. Our platform and registered tax agents handle all the tax-related aspects of the service. Your role is simply to refer people to our platform. We provide all the marketing materials and information you need to effectively promote our services. However, having some basic understanding of who might benefit from our service (e.g., employees, sole traders, investors) can help you target your marketing efforts more effectively.