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Client Referral Program

At Chainwise CPA, we value long-term relationships and believe our clients deserve recognition for their loyalty and trust. Our Client Loyalty & Referral Program is designed to thank clients who continue partnering with us year after year โ€” and to reward those who introduce new clients to our firm.

Referral Commission by Engagement Size

Many of our best client relationships start with a simple introduction. If you know someone who could benefit from clear, thoughtful guidance around crypto and tax, we would be happy to help.

Earn up to 8% referral commission on successful referrals.

Your referrals also receives a $100 Welcome Credit on their first service plan.

How it works:

  • Step 1: Make an introduction & share your referral link
  • Step 2: Identify the referral and ensure they sign up for our services using your link
  • Step 3: Eligibility for a reward starts when they become a client and pay their first invoice
  • Step 4: Your reward will be issued within 30 days after payment is received!

Referral Rewards

Weโ€™re grateful when clients share their Chainwise experience with others. Our referral program makes it easy and rewarding to do just that.

Commission Reward Structure

Engagement Size
Referral Commission
Under $5,000
5%
$5,000 – $10,000
7%
$10,000+
8%

Here's an example of what a commission payout could look like

Referral commissions are based on each new client’s initial service fee and are not cumulative across multiple referrals.

New Client Welcome Credit

As a thank-you for joining Chainwise CPA through a referral, your referral will receive a $100 Welcome Credit toward their first service plan. It’s our way of welcoming them to the Chainwise community and thanking the client who made the introduction.

For new clients only. Applies to the first service plan and cannot be combined with other offers.

How to participate:

1. Sign up for the program. Complete a short online form to receive your unique referral link.

2. Share your link. All referred clients must use your referral link to sign up for our services.
(Manual introductions or mentions without using the link do not qualify.)

3. Earn your reward. When your referral becomes a paying client (after their first invoice is paid in full), youโ€™ll receive your referral commission.

Who Should You Refer?:

  • Individuals with crypto reporting needs
  • Individuals who may have missed, delayed, or incorrectly reported crypto activity
  • Business owners dealing with crypto accounting, bookkeeping, or tax compliance
  • Anyone looking for a crypto-specialized CPA

Program Details:

  • Only new client referrals qualify (no renewals)
  • You must be an active client in good standing
  • Referrals must be trackable using the referral link
  • Alliance Program referrals follow separate terms

Ready to Get Started?

Sign up to receive your personal referral link and begin earning rewards for successful referrals.

Common Questions

When do I get paid?

Within 30 days after your referral’s first service fee payment.

What counts as a successful referral?

A signed engagement plus the first invoice paid in full.

Can I refer multiple people?

Yes โ€” there’s no limit. The commission percentage applies to each client individually based on that client’s initial
engagement size.

Why use my referral link instead of an email introduction?

Using your referral link helps ensure referrals are properly tracked and rewards are accurately credited.

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