The Find Your Pro program connects accounting professionals with clients who match their expertise. By creating a profile, firms are paired with clients who are specifically looking for the services they offer and understands their situations.

The Find Your Pro program is designed to help firms get matched with new clients based on their specialties and is dependent on their ideal clients looking for them through our marketing efforts, while the Referral Match program allows firms to refer clients they cannot serve to other professionals who match more precisely and then earn a referral fee for successful matches.

No, applying to both programs is completely free, and there is no commitment required to get started. Firms can create their profile at no cost and begin exploring opportunities.

Firms need to fill out a detailed profile, including their services, experience level, and ideal client type. The more specific the profile, the better the chances of receiving relevant and ideal client matches.

When a client meeting is successfully booked through Find Your Pro, $200 will be charged to the firm’s card on file. If the client fails to show up, the fee is held as a credit for 28 days, and the firm can request a refund if unused. We set it up as a credit at first because you are likely to receive another meeting, or you may end up rescheduling with that meeting that canceled or didn't show up.

If the meeting is specifically for a personal tax return, the fee is reduced to $50 per meeting instead of $200. This is designed to help balance the cost for simpler services, even though this is not nearly as profitable for us.

Even though signing up is free, a credit card is required to ensure payment is available when meetings are booked. After the first three free meetings, each subsequent meeting costs $200.

No, there are no required advertising or marketing spends. Firms only pay for booked client meetings—there are no hidden fees or ongoing ad spend requirements like with traditional lead generation services.

Firms are matched with clients based on their specific services, experience, and expertise. You can expect to be connected with clients who need what you offer, and who fit your client profile based on the form that you filled out, making it easier to build valuable long-term relationships.

If the client fails to show up for the scheduled meeting, the $200 meeting fee will be held as a credit for 28 days. Firms can request a refund if the credit is not used within that time.

Yes, through the Referral Match program, firms can refer clients who may not fit their services to other trusted professionals in the network. Firms earn referral fees for successful matches.

Submitting referrals to other professionals allows you to:

• Offload non-ideal clients who may not fit your services, helping you focus on your core strengths.

• Enhance client satisfaction by ensuring that clients receive the services they need from the right professionals, even if it’s not from you directly.

• Earn referral fees by connecting clients to trusted partners in the network, turning what might have been lost business into additional income​.

Firms that choose the $5/month upgrade gain access to tools like online calendar booking, a centralized communication platform, proposal and invoicing templates, and integrated payment processing, all designed to streamline client management and growth.

If the client cancels within 24 hours, there is no fee. However, if they cancel less than 24 hours before the meeting or fail to attend, the client will be charged a $25 no-show fee.

You’ll receive payment after the referred client generates a sale. This process can vary, but payments will be issued after the sale is confirmed, and should be within 30 days of the meeting.

Yes, if you cannot service a client, or you are not the best fit for each other, you can submit them as a referral. You’ll receive $50 for an initial sale on leads that you submit, but only $10 for individual income tax initial sale.