Referrals

Send someone to Next Door.

Referral and preparer links help Next Door preserve attribution so the right team member and marketing source receive credit for the new client.

Client referrals

Share the main Next Door intake.

A referred client can begin through Start My Taxes. If no certified preparer is attached to the link, the request enters the Next Door corporate queue for routing.

Open Referral Intake

Preparer referrals

Use the preparer's tracked link.

Certified preparers who are active and accepting clients have tracked intake links. Starting from that link preserves the preparer relationship and source attribution inside Client Operations.

Find a Preparer

Tracked attribution

Designed so referrals do not disappear into a generic inbox.

Next Door records referral and campaign information at intake so management can measure where clients came from and route them correctly.