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THE FINE PRINT
As with all good things, there must be boundaries set. Here are the official rules and regulations of the CPA Site Solutions referral program:
1. Program is open to all current CPA Site Solutions members.
2. To be eligible, all referrals must be submitted through the form on this page. Referrals must be submitted prior to a demonstration and an agreement between the referred firm and CPA Site Solutions being finalized.
3. To be eligible for the reward following a completed demonstration, the demonstration must include the business owner or the authorized decision maker. Demonstration must be completed within 30 days of the referral to be eligible. The $50 egift card will be sent out within 3 weeks of the completed demonstration via email.
4. For each purchase that is made and is still active 90 days after signing as a result of the referral, the person making the referral will be provided a $150 egift card via email. Agreement must be signed within 60 days of referral to be eligible.
5. There is no limit to the number of rewards that can be earned.
6. The referring account must be in good standing to receive the referral credit. The award cannot be redeemed for cash.
3. This program runs from 8/17/2020 until cancelled or updated. Any referrals prior to 8/17/2020 will be processed under the previous terms.
8. CPA Site Solutions will make every effort to contact the firm being referred.
9. If we are not able to connect with the firm, no reward will be given.
10. Eligible referrals are limited to, any Financial or Accounting Firm, Dental Practice or Veterinary Practice.