Filed referral program

Know a firm that should be using Filed?

Introduce us to a firm that could use Filed's tax automation platform, and earn up to $1,500 in Visa gift cards as they move from first call to full customer.

Get started

What you earn

Three milestones, three rewards. Each one paid as a Visa gift card.

$250
Take a reference call
Join a call with a firm that's evaluating Filed. Thirty minutes of honest answers about how you use it.
$250
Your referral signs a pilot
When a firm you referred signs a pilot agreement with Filed, the second card is yours.
$1,000
They become a customer
When that firm converts from pilot to full customer, you get the big one.
A referral that goes the distance earns $1,250 total. There's no cap on how many firms you can refer.

Want to earn the first $250 without referring anyone? Raise your hand for reference calls and we'll reach out when a firm evaluating Filed wants to hear from a real user.

How it works

1

Share your link or make an intro

Fill out the form below, forward an email, or just connect us. Whatever is easiest for you and them.

2

We take it from there

Our team runs the conversation and keeps you posted as your referral hits each milestone.

3

Gift card in the monthly batch

After each milestone clears, your Visa gift card goes out in that month's payout batch.

Tell us which one you are

This form works both ways. Pick the situation that fits and we'll ask the right questions.

Common questions

Who can refer?
Current Filed customers. If your firm uses Filed today, you're in.
What counts as a referral?
Firms that aren't already talking to us. If a firm is in an active conversation with our sales team, the referral won't qualify, and we'll tell you right away rather than leave you guessing.
When do I get paid?
Gift cards go out in a monthly batch after each milestone is confirmed. Refer in March, milestone clears in April, card arrives with April's batch.
Anything I should know about taxes?
Gift cards are taxable income once you cross $600 in a calendar year. If your rewards pass that mark, we'll ask you for a W-9. You'd expect nothing less from a tax company.
Is there a limit on how many firms I can refer?
No. There's no cap on referrals and no cap on what you can earn. Every firm that hits a milestone is another gift card.