Apply here for free!

Accountants 2.0's Find Your Pro and Referral Match Programs are Designed to Perfectly Match You With Your Ideal Clients

Find out more about the programs here.

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Apply here for free, to join:

  • 'Find A Pro' Leads Program

    • (Where your ideal clients look for you)

  • 'Referral Match' Program

    • (Where you can submit leads for others, and receive a referral fee on closed sales)

We only accept referrals to the network of professionals from verified referrers, to validate the referral and control quality.

People who participate in referral/match earn for referrals, and help the industry better serve the people that depend on us.

Only Verified and Interviewed firms can participate in 'Find A Pro'.

You MUST complete and agree to all information to activate your participation in and benefit from the program(s).

Administrator/ Contact Information

Firm/ Referrer Information

Country

Your Firm's Profile

What you are presenting to your firm when you match with them, that will encourage them to meet with and want to do business with you.

Don't have a calendar link?

You can sign up for the Accountants 2.0 Network Membership for $5 per month, and get way more than just a calendar link. A20 Connect

Approvals

Find Your Pro Program:
It is free to apply and to start getting matched, however:

You will be charged $200 from your card on file for each booked client meeting(much less than alternatives)

$50 for personal tax preparation-only clients.

An additional $200 for any multi-location clients signed within 12 months.

Non-compliance or failure to disclose information may lead to termination of service. (See additional terms and conditions for details)

Referral Match Program:
$50 for the initial sale on any lead that you submit, excluding personal income tax services.

$10 for the initial sale of individual income tax leads.

Referral of professionals can generate $100 per sale over $500.

Full terms and payment details apply to both programs.

See Additional Terms and Conditions All amounts charged in USD.

I verify that information provided in this form is accurate to the best of my knowledge.

I agree to all information above, including additional terms and conditions and the general terms & conditions provided by the company.

By providing my phone number, I agree to receive text messages from the business.

After submission please schedule your verification meeting on the thank you page.

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