A referral is funding you can receive for each person you successfully refer to use our service. The referral code is a six-digit code. This code can be shared. For each successful referral, you will receive a $25 deposit in your bank account.
What counts as a Successful Referral?
A successful referral involves a customer accepting an approval and filing their tax return with one of our tax partners.
Where is my referral code?
The Referral code is located on the dashboard. By clicking the icon below you will see what your six digit code is.
When do I get my $25 bonus for my referral?
Depending on the type of service the customer you referred has received, we then will determine the time of issuing your referral(s). If the customer is using us for a RefundNote® Anytime Refund Advance, a RefundNote® Advance, or RefundNote® Tax Assist you will receive your referral fee once the customer has received a tax refund or made a full repayment for service rendered.