Automated-Referrals

Use Our Funds To Grow Your Business!

Establish an Automated-Referrals Program That Works

Once a client completes their return, they are automatically sent a unique referral affiliate link. From that point forward, whenever a lead enters your system through an Automated-Referrals link, the referrer receives real-time updates via text about the status of their pending referrals.

Eliminate the hassle of tracking return statuses and manually following up on payouts — our system automates the entire process, making it simple and efficient to reward your referrers while growing your business.

$100 Funded Referrals

3R Redlight helps you maximize the value of your existing client base. Our platform allows you to launch a fully functional, scalable automated-referrals program — whether for multiple locations or franchise models — and supports you by providing the capital needed to fund these referrals. Expand your reach, reward your clients, and grow your business effortlessly.

Up to $100 unlimited Automated-Referrals payouts for all of your Referrers
Referrers automatically receive updates regarding their Referrals via text
Print Automated-Referrals checks
Distribute payouts via ACH (Direct Deposit)
Simple collection process
Automated Referrals included
$0 cost/Referral

Extensive Reporting

Gain deep insights into your automated-referrals program with comprehensive reporting tools in the CRM. Identify your top referrers before the season starts, so you can engage them early and maximize profitability. Understand which referrers perform best, set criteria based on this data, and make informed decisions to optimize your referral strategy for the entire tax season.

Set the Criteria of Your Automated-Referrals Program

Customize the parameters of your Automated-Referrals program to match your business goals. Define options such as disbursement amounts, retention criteria, referrer notifications, and more. By setting clear guidelines, you ensure your referral program operates efficiently and positions your business for automated, long-term success.

Fully Integrated with Tax Software

Seamlessly import clients from your tax software directly into your CRM. Once a client’s return is completed, their information is instantly updated in the referrer’s profile, automating the entire referral process. From start to finish, the system takes less than two minutes, making your automated-referrals program fast, efficient, and effortless.