Every client you refer gets Wholesale Pricing on every Halon tax package and service they purchase. Bookkeepers provide clients a referral code to use at checkout, that is it.
As you refer clients you earn cash awards. Each return you refer to Halon earns you 10% of whatever they spend year after year. A constant cash-flow steam.
Members of the Halon Bookkeeper Wholesale Program are assigned a member of our team to be their single point of contact regarding client business.
Your clients get to try Halon Private Client (our premier service) for free their first tax year. After that, they can continue the service at discounted prices outlined below.
Halon gets requests for bookkeeping everyday, but we don't do bookkeeping, so we send our users to the Advisor Directory. You will earn several new clients a year just by being on the directory and referring tax work to Halon!
We know most bookkeepers are virtual, so our primary method of sorting bookkeepers is by their specialty. You get to choose up to 5 "niches" you serve and clients will find you and contact you using our built in messenger.
Each month we give away a new prize. Maybe a pullover, or a t-shirt, or a cool piece of swag. If you refer a client during that month, you automatically get sent our "Prize of the Month"!
Bookkeepers like you need a strong tax partner that will help you expand your business offerings. Our team is here to help you with any on-boarding needs into our service. You can trust Halon and our team to understand the value you are bringing to us and to be respectful and consistent in our dealings with your clients and their tax needs.
When your client uses your referral code at checkout, they save hundreds of dollars on tax return preparation. This discount is only available to bookkeepers and increases the value of their relationship with your firm. They receive the discount year after year, and lose it if they are not affiliated with your bookkeeping business.
Tell your client to use your email address as their bookkeeper when they sign up. This locks you as their official bookkeeper and provides both you and your client with exclusive benefits.
Each time your client purchases returns from Halon Tax, they receive a HUGE discounts on their services. This discount is only available to users that have a bookkeeper.
For each tax return your clients do through Halon Tax, you receive 10% of whatever the client spends as they continue purchasing returns and services from Halon.
If Halon Tax finds a bookkeeping issue that needs to be addressed, we contact you instead of the client. We work with you to make the change and keep your relationship with the client in perfect balance.
To get started, simply click the button below and setup your Halon Tax account. Then follow the steps below:
1) You will be taken to the "My Rewards" screen to opt into the program.
2) Once opted in, complete your bookkeeper profile including your top 5 niche service lines so Halon can pair you with users who need bookkeepers.
3) Refer your clients to Halon Tax for tax services and remind them to enter your email as their bookkeeper during the signup process. They will get Wholesale Pricing and you will earn more benefits from Halon that you can track in "My Rewards".
All you have to do is create an account and start sending clients to Halon!Wholesale Program Signup