Automated-Referrals
After a client completes their tax return, they automatically receive a unique referral link. When new leads enter your system through that link, the referrer gets real-time text updates on the status of their referral.
No more chasing return statuses or manually tracking payouts—your entire referral process runs seamlessly and automatically.
$100 Funded Referrals
In The Black Tax Services helps you grow using the clients you already have. Scale a fully automated referrals program across multiple locations—or even franchise models—while we provide the capital to fund each $100 referral payout. Expand effortlessly with a system designed to boost engagement and drive new business.
Set Criteria
Define exactly how your automated-referrals program works—set payout amounts, link disbursements to acknowledgements, or filter by retention and return type. Enjoy complete control across all account levels under your admin portal.
Text Notification
Automatically alert referrers by text when their check or direct deposit is ready. Fast payouts are essential—delays can significantly reduce referral success.
Success Rate Reporting
In The Black Tax Services tracks the performance of your entire referral program, showing which referrals were paid and how each referrer is performing. Gain clear insights to optimize your growth strategy.
Check Verification
Check verification is really easy and straight forward. There are two ways check cashiers can verify that a check is legitimate: first is by an automated toll-free line with a number that’s located on the physical check; and second is here, on this website!
Extensive Reporting
Gain massive insight on your automated-referrals program by pulling a variety of reports from the CRM. Identify who your best Referrers are, before the season begins, so you can contact them and get them ready to go for another profitable tax season. Understand who’s a good referrer or a bad referrer, and set your criteria settings based on this information.
Set the Criteria of Your Automated-Referrals Program
Organize the parameters of how you would like your Automated-Referrals program to operate. Set options such as: Disbursement amount, Retention Criteria, Referrer Notifications and many more! Set your business up for automated success!
Fully Integrated with In The Black Tax Services Software
Import clients seamlessly from your tax software, directly into your CRM. Once a client has had their return completed, that information can be sent over to the CRM in seconds, and will begin updating in the Referrer’s profile automatically. The whole automated-referrals processes can be done in less than 2 minutes from start to finish!
NEED A CONSULTATION?
Our customer representatives will assist you to understand what we offer for your business goals.