Client Referral Program
Refer a business.
Earn 20% — in credit or cash.
Most of our new business comes from someone who already trusts us. Refer a company to PPND and when they come on board, you earn 20% of their first invoice — taken off your next bill, or paid straight to you. There is no limit on how many businesses you can refer.
1
Send them our way
Pass on our number, or email us their name and contact details. Tell us you referred them so we can credit your account.
2
They come on board
They get the same free consultation and written quote you did. Your reward is confirmed once they settle their first invoice with us.
3
20%
Yours, your way
Twenty percent of their first invoice, before HST. Take it as credit or take it in cash — we confirm the exact amount in writing.
Option one
Credit on your next invoice
The amount is applied on the face of your next PPND invoice, before HST is calculated. Simple, and nothing changes hands.
Option two
Paid to you directly
Prefer the money instead? We pay it out by e-transfer or cheque once your referral has settled their first invoice.
Qualifying services
Personal tax returns (T1) and family returns are not part of the referral program. Everyone is still welcome to send friends and family our way — we look after them just the same.
How it works
- The referral must convert. Your reward is earned when the business you referred becomes a client and pays their first invoice in full. An introduction on its own does not qualify.
- New clients only. The business referred must not be an existing or former PPND client, and must not already be in discussion with us.
- Once per business referred. The reward is calculated on that client's first invoice only. Their later returns and ongoing work do not earn further rewards — but every new business you refer earns a fresh one.
- Calculated before HST, on our professional fee only. Government registration charges, CRA remittances, and third-party disbursements are excluded.
- Personal tax is excluded. Referrals whose only engagement with us is a personal (T1) or family return do not qualify.
- Credit cannot be transferred to another client or applied to an invoice already issued. PPND may amend or withdraw this program at any time; rewards already earned will be honoured.