Referral & Loyalty Program

Refer Friends, Earn Rewards

Share Ross Tax Pro with your network and earn $25–$100 in service credits for every successful referral. Climb our loyalty tiers for exclusive perks.

https://www.rosstaxsoftwareproweb.com/book?ref=FRIEND2026

How It Works

Four simple steps to start earning rewards.

STEP 1

Share Your Link

Copy your unique referral link and share it with friends, family, or colleagues who need tax help.

STEP 2

They Book & File

Your referral books an appointment and completes their tax return with Ross Tax Pro.

STEP 3

You Earn Credits

Once their return is filed, you receive your referral credit — applied to your next service.

STEP 4

Climb the Tiers

The more you refer, the higher your tier — unlocking bigger rewards and exclusive perks.

Loyalty Tiers

The more you refer, the more you earn.

Bronze
1–2 referrals
$25 credit
per referral
  • $25 per successful referral
  • Priority scheduling
  • Email tax tips
Silver
3–5 referrals
$50 credit
per referral
  • $50 per successful referral
  • Dedicated preparer
  • Free amended return
  • SMS status alerts
⭐ Most Popular
Gold
6–10 referrals
$75 credit
per referral
  • $75 per successful referral
  • Free 1040 preparation
  • Audit protection included
  • VIP scheduling
  • Annual tax planning call
Platinum
11+ referrals
$100 credit
per referral
  • $100 per successful referral
  • Free 1040 + state return
  • Full audit defense included
  • Quarterly planning sessions
  • White-glove service
  • Early access to new features

Refer Someone Directly

Enter your friend's info and we'll reach out to them on your behalf.

Credits are applied after your referral's return is completed and payment received.

Ready to Start Earning?

Share your link today. Every friend who files with us earns you credits toward your next return.