Intuit launches new Client Referral Program for tax professionals
Tax professionals looking to scale back their practice, free up time to scale up their practice, or retire, can now benefit from Intuit's new Client Referral Program. This program allows tax pros to selectively reduce clients by referring them to Intuit.
Referring clients to Intuit provides an opportunity for tax professionals to strategically manage their practice's future while ensuring their clients continue to receive exceptional service. In this program, referred clients will be matched to credentialed tax experts at Intuit with an average of 12 years of experience.
Tax professionals will get paid for each referred client after the client successfully files a return. Plus, they'll get peace of mind knowing that their clients will receive the professional service they have come to expect, with 100% accurate calculations, audit support, and maximum refund.
Throughout the referral process, Intuit provides support to tax professionals including a dedicated pro support team and a secure portal for sharing client information with advanced cybersecurity.
With all this in mind, Intuit hopes to help tax professionals who are considering scaling back clients that are below-the-threshold, allowing them to find the time to scale up their business by offering new services. Tax planning and advisory services command fees that are, on average, five times higher than those for standard tax preparation.
Take the first big step towards your future by referring clients and reclaiming your energy to pursue what matters to you.
