You and your colleagues can attend Fall Tax School and get rewarded for doing so!
Who can refer? You! Anyone reading this can refer a new customer to Fall Tax School.
Who can be referred? Anyone who has not attended Fall Tax School within the past 3 years (e.g., for 2017 Fall Tax School, last attended in 2013 or earlier) can be referred. The referrer and the person being referred cannot be the same person... meaning, you cannot refer yourself.
What offerings does this apply to? Currently, referrals made for the 2017 Fall Tax School Seminar are eligible for a $20 reward per referral. Referral rewards earned in 2017 can be redeemed and applied to any 2018 seminar registration fee. Fall Tax School webinars are NOT eligible to earn referral rewards.
What is the timeline? Referrals can be made beginning in July 2017. Referrals for 2017 will be accepted until Fall Tax School registration closes in mid-December. Once the referrals are reviewed and validated in mid-2018, you will receive a reward coupon code totaling $20 for each successful referral, redeemable for any 2018 seminar. Any unredeemed Referral rewards will expire at the end of December 2018.
How does it work? When you refer someone who has not attended Fall Tax School seminar within the past 3 years, and they register for the 2017 Fall Tax School seminar using your referral code, both you and that colleague will receive a $20 reward that can be redeemed towards any 2018 seminar. The reward is earned for each colleague that you refer, and there is no limit to the amount of referral rewards you can earn.
Where can I find my personal referral code? Your personal referral code is included in various marketing emails sent out starting in July. It will also be printed on Fall Tax School brochures that will be mailed to you in August. If you cannot find your referral code you can log into your online account and your referral code is shown on the main account screen as shown below. If you are not an existing Tax School customer and wish to refer someone, you must create an account online and a referral code will instantly be created for you.
What steps do I take?
When do I get my referral reward?
Last updated 6/28/2017 11:32:20 AM