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Referral program

3 min read

Every registered firm gets a unique referral code. When a colleague signs up with your link and gets started, both practices receive one full month of FilingKeeper free.

How it works

  1. Find your code in Referrals

    Open the Referrals page from your practice navigation menu. Your dedicated referral code (e.g. FK-XXXXXX) and shareable sign-up link are ready to copy.

  2. Share with a practice owner

    Send your referral link to a colleague or fellow firm. When they click and register, your code is automatically linked to their new firm account.

  3. Automatic qualification & reward

    The practice you referred gets an extra 30 days of trial as soon as it signs up with your code. When it adds at least 3 clients or has been active for 14 days, the referral qualifies and you get your reward: a month added to your trial, or a month of credit on your account if you are on a paid plan.

Program details & limits

  • One month for you on every qualified referral, and an extra 30 days of trial for the practice you referred.
  • Rewards are capped at 25 qualified referrals per practice during the beta.
  • Self-referrals and duplicate accounts are strictly prevented.
  • Credit months are recorded on your account; if one has not reached your next invoice, contact us and we will apply it.

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