How do I qualify for the Member Referral program?
All RefundWiz clients who filed their 2021 Taxes through RefundWiz are eligible for the Referral Program. Please refer to our Terms and Conditions for additional details
How does the Member Referral Program work?
RefundWiz who have read and accept the Programs Terms of Service will receive their own, unique code, or Landing Page that they publish out to their Networks. When any new Member signs up using your unique code, the New Member will be tied to your ReferralWiz account. Payments are 100% automated and go out on the 15th of every month. Please refer to our Terms and Conditions for additional details
What is the Association Referral program?
“Associations” are defined by the IRS as “… a group of persons banded together for a specific purpose…” We work with a wide range of associations that are looking to create value for their members by introducing new products or services at discounts based on the volume purchasing power of the association. Our Association Partners can also be compensated for referring their Members to RefundWiz. Associations are required to declare their tax-exempt status as part of the application process prior to becoming a ReferralWiz partner
What is the Impact Referral program?
RefundWiz is committed to supporting organizations that aim to improve financial wellness across the Hispanic community. We are currently partnered with five amazing organizations. Referral Partners can donate all their Referral commissions to these organizations doing great work on behalf of our community. Hispanic Heritage Foundation, Hispanic Scholarship Fund, the Hispanic Institute, Latino Victory, Cámara de Comercio Hispana de los Estados Unidos
What is a Qualified Referral?
A qualified referral is a new Member to RefundWiz, which for 2022, is 100% of our members! “Members” are clients who sign up for monthly subscription plans. We classify clients that pay one-time annually for tax filing as “Customers” and they are not eligible to be claimed as a new referral. Please refer to our Terms and conditions for additional details
How much can I make as a Referral Partner?
There are no caps on ReferralWiz program commissions. Rates are calculated using “Net Member Pricing”, which simply means that we pay commissions on the new member fees after all discounts and promotions are applied. Please refer to our Terms and conditions for additional details
What benefits do the people that I refer get?
New Members that enroll using an authorized ReferralWiz link, code, or landing page will receive 3 free months of service. Please refer to our Terms and conditions for additional details
When are the Referral Commissions paid?
We pay out the first 50% of the Referral Commission after the New Member has been with RefundWiz for 2 full months and whose account is in good standing. The second 50% Commission is distributed after the Referred Member has made 12 consecutive monthly payments. Please refer to our Terms and conditions for additional details
How do I apply to be a Referral Partner?
There are two ways:
1) In the RefundWiz app: RefundWiz will send you an invitation to enroll in the ReferralWiz program after your filing is completed
2) On the RefundWiz website: If you do not receive an invitation via the app, or are applying as an Affiliate or Association Partner, please visit the Partner section of RefundWiz.com. Not all applicants will qualify
How are my Referrals tracked?
Upon accepting the applicable Referral Terms of Service, you will be provided with a personal ReferralWiz dashboard. There you will find your unique codes, links, or landing pages. You will also be able to see who enrolled using your Referral codes and the date they enrolled
Who do I contact if my Referee does not show in my ReferralWiz dashboard?
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