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TFX referral program overview

Updated over 2 weeks ago

We encourage you to take advantage of the TFX referral program — a simple way to earn credits toward U.S. tax preparation services while helping your friends, family, or colleagues get expert U.S. tax support.

How it works

  1. Share your unique referral link with friends, family members, or colleagues.

  2. When they sign up through your referral link, they instantly receive a $25 credit to use toward any TFX service.

  3. You earn a $50 credit for each friend who becomes a paying client and spends at least $400.

⚠ Extra bonus: For every 3 paying friends you refer, you will receive an additional $150 bonus credit. There is no limit on how much you can earn. For example:

  • Refer 3 friends → earn $300 total ($50 per friend + $150 bonus).

  • Refer 9 friends → earn $900 total ($50 per friend + $450 bonus).

Start inviting today and turn your network into rewards while giving others access to trusted U.S. tax preparation!


How to find your referral link

  1. Log in to your TFX account.

  2. Scroll down to the "Invite 3 friends & get $300" section on the Home page.

  3. Click the Copy link button to copy your unique referral link.


How to share your referral link

You can share your unique referral link in any way that’s convenient for you:

  • Post it on social media: WhatsApp, X (formerly known as Twitter), LinkedIn, or Facebook.

  • Send it by email.

  • Share it on your website or blog.


How friends sign up with your referral link

To ensure you both receive credits, your friends must sign up using your referral link:

  1. They click your referral link.

  2. On the welcome page, they sign up with their email or Google account and follow our standard signup process.

  3. Once their TFX account is created, they can view the applied "Referral Credit from [Referrer's name]" under Bills & payments > Payments.


How to track your referral credits

You can always monitor your referral progress and credits earned:

  1. Log in to your TFX account.

  2. Scroll down to the "Invite 3 friends & get $300" section on the Home page.

  3. Check the progress bar and Referral history table to see who has signed up and their status:

    • Registered with signup credit (received $25 signup credit)

    • Paid (became a paying client)

Once your referral is marked as Paid, you will receive your $50 credit. Navigate to Bills & payments > Payments to see the applied "Referral Credit from [your friend's name]".

Note: Credits never expire and can be applied to any TFX service.

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