Tax Preparation Service Client Referral Form

Simplify Tax Referrals with Paperform

Running a tax preparation service means building trust one client at a time—and your best clients are often your best source of new business. This Tax Preparation Service Client Referral Form makes it easy for satisfied clients to refer friends, family or colleagues while giving you the information you need to provide personalized service from the first conversation.

Instead of asking clients to pass along a phone number, this form captures the referral's contact details, tax situation complexity, filing type (personal vs business), and any special circumstances—all in one friendly, on-brand experience. You'll know whether a prospect needs straightforward W-2 filing or multi-state business returns before you even pick up the phone, and your referring client gets a clear discount incentive for their next return.

Built for accountants, tax preparers and bookkeeping firms

This template is designed for solo CPAs, small accounting practices and tax prep franchises that rely on word-of-mouth growth. It's ideal for firms that want to:

• Streamline referral tracking and reward loyal clients automatically
• Assess complexity before the consultation to quote accurately and assign the right preparer
• Capture qualifying details (business structure, prior issues, deductions) that help you provide better service
• Replace scattered email introductions with a structured intake process

Paperform's conditional logic lets you show follow-up questions based on whether the referral is for personal or business filing, keeping the form short and relevant. You can embed this form on your website, share it via email after filing season, or include it in your client portal.

Automate follow-up and CRM sync with Stepper

Once a referral is submitted, you can use Stepper to trigger your entire referral workflow:

• Send a thank-you email to the referring client with their discount code
• Add the new prospect to your CRM (HubSpot, Pipedrive, etc.) with tags for complexity and filing type
• Notify the right team member to reach out for a consultation
• Track referral conversion and discount redemption in your accounting software

With Stepper, your referral program runs on autopilot—clients get rewarded, prospects get personalized outreach, and you capture every opportunity without manual data entry.

Why tax firms choose Paperform

Tax season is busy enough. Paperform gives you a professional, GDPR-compliant referral form that works on any device, syncs with your existing tools, and lets you focus on what you do best: providing trusted tax advice. Customize the questions, branding and discount structure to match your practice, and start turning happy clients into your best marketing channel.