Refer a firm you rate. Earn up to $100 per user.
Know a firm that would love Tidyflow? Share your link. They get 20% off their first year, and you earn up to $100 for every user who joins. Refer a 10-person firm and that is $1,000.
Both sides win. That is the point.
You earn a reward for every user who joins, and the firm you refer gets a real discount for coming on board.
$50/user
For every user at a firm you refer who joins on the Core plan. The reward scales with the size of the firm.
$100/user
For every user on the Pro plan. Refer a 10-person firm and that adds up to $1,000.
20%off year one
The firm you refer gets 20% off their first 12 months, on a monthly or an annual plan.
From link to reward in four steps.
- 1
Grab your link
Open Rewards in your Tidyflow settings and copy your personal referral link.
- 2
Share it
Send it to firms who would get value from Tidyflow. They get 20% off their first year.
- 3
They subscribe
When the firm starts a paid plan, your reward is unlocked, scaled by their plan and user count.
- 4
You get paid
Earn each month they stay, as credit on your bill or cash if you prefer.
Simple, fair, and worth your while.
Earn as they stay
Rewards are credited to you each month the firm you referred stays subscribed, starting after their first paid month.
Credit or cash
Rewards land as credit on your Tidyflow bill. Built up a balance you would rather take as cash? Reach out and we will sort it out.
Refer as many as you like
There is no cap. Every firm you bring on earns you more, and bigger firms earn you more per referral.
Firms already love using Tidyflow.
Which makes them easy to recommend. 10,000+ clients are managed on Tidyflow today.
"The user-friendly interface and solid features have become essential in streamlining our accounting firm's operations, ensuring consistent and reliable service delivery."
Andre CoutinhoAccounting Manager "Great for team collaboration, accountability, keeping track of information and ensuring nothing falls through the cracks."
Kristine IsmaelPartner 
Referral questions, answered.
Anyone with a Tidyflow account. Open Rewards in your settings to grab your personal referral link, then share it with firms you think would benefit.
You earn $50 for every user who joins on the Core plan and $100 for every user on the Pro plan, at each firm you refer. Refer a 10-person firm on Pro and that is $1,000. There is no limit on how many firms you can refer.
They get 20% off their first 12 months, on a monthly or an annual plan, on top of the standard 14-day free trial. So your referral is a genuinely good deal for them, not just for you.
Rewards start after the firm you referred completes their first paid month. From there, the full reward is paid out in five equal monthly credits rather than as a single lump sum, for as long as the firm stays subscribed. So a $100 Pro referral lands as five $20 credits, and you are paid as the firm settles in, not all upfront.
Rewards land as credit on your Tidyflow bill by default. If you would rather take a built-up balance as cash, just reach out and we will sort it out with you.
If someone clicks your link, you are credited as long as they sign up within 30 days. They can sign up from any page on the site, the link follows them.
Because rewards are paid month by month while the firm stays subscribed, any portion that has not been credited yet simply stops if they cancel. You keep everything you have already earned.
Keep it genuine. The firms you refer need to be new to Tidyflow and not already in a trial or an active conversation with us, and we ask that you do not run paid ads bidding on the Tidyflow brand name. Beyond that, share away.
Start earning today.
Grab your referral link and share Tidyflow with a firm you rate. Not a customer yet? Start a free trial first.