Client Referral Program Sign-Up

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 — and to reward those who introduce new clients to our firm.

Referral Rewards

Thank you for your interest in joining the Chainwise CPA Client Referral Program! Please complete this short form to participate. Once approved, you will receive access to our referral platform, Tapfiliate, where you can generate your unique referral link and start earning rewards.

Client Information

First Name *

Last Name *

Business Name (if applicable)

Phone Number

Client Since (Year)

Preferred Reward Option

When your referral becomes a paying client, I would like to receive:

Preferred Reward Option *

$250 Service Credit applied to my next invoice

$150 Gift Card

Acknowledgements

Please read and confirm the following:

Acknowledgements

I understand that referral rewards apply only to new clients, not renewals or existing clients.

I understand that all referrals must be made using my unique referral link generated through Tapfiliate; manual introductions or mentions do not qualify.

I acknowledge that any referral reward will be reversed if the referred client cancels their engagement and receives a refund.

I understand that service credits cannot be refunded, transferred, or converted to other forms of payment.

I agree to the full program terms and conditions available on the Chainwise CPA website.

Signature

Clear

Date of Signature

Client Referral Program Sign-Up

Referral Rewards

Client Information

Preferred Reward Option

Acknowledgements

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