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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

    When your referred practice adds at least 3 clients or completes 14 days, the referral automatically qualifies. A free subscription month is credited to both accounts.

Program details & limits

  • Give 1 month free, get 1 month free on every qualified referral.
  • Earn up to 12 free subscription months per calendar year.
  • Self-referrals and duplicate accounts are strictly prevented.
  • Credits apply seamlessly across both monthly and annual plans.

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