Refer a friend
Give $25, get $25
Know someone who needs a US company, an ITIN or a tax return filed? Send them your link. They get $25 off their first order, and you get a $25 credit when they pay.
Published 11 November 2026
How it works
- Share your link from the portal (Billing → Invite a friend).
- Your friend signs up with your link or types your code, and gets $25 off their first order.
- You get a $25 credit in your portal balance when their first invoice is paid in full.
The short version of the rules
- Credits stack and can be used on any invoice, including part of one.
- Credits expire 12 months after they're added and can't be exchanged for cash.
- There's no limit on how many friends you refer.
- The referral credit has nothing to do with reviews. We never give credit for a review.
- Full rules: Terms of Use (Terms of Use), section on credits.
Refer often?
If you refer a lot of clients, our partner program may suit you better. → US tax filing for your clients, under your name.