Referral software for accounting firms
An accounting firm lives on referrals and almost never manages a single one. Referaly makes visible what already reaches you: which client referred you, which lawyer you sent work to, and what it produced.
Referrals in both directions
You receive and you send. Referaly tracks both, so reciprocity with a lawyer or a banker stops being a feeling.
A written framework
The named referral agreement states the terms and the remuneration, with time stamped acceptance. Nothing implicit, nothing verbal.
Your clients become referrers
A public form you send to your book. The client refers a peer in thirty seconds, with no account to create.
The tracking a spreadsheet never does
Who referred whom, when, for how much, and where the counterpart stands. Without manual chasing.
Independent plan. Agency account: 79.90 € excl. VAT per month, then 29.90 € per extra adviser.
- Unlimited referral programmes
- Named referral agreement generated automatically
- Referral and commission tracking
- Public referral form, nothing to install
- Referaly Finder to source referral partners
- No commitment, cancel in one click
Tracking about 10,000 customers for almost three years, researchers measured that a referred customer is on average at least 16 % more valuable than a comparable customer acquired otherwise, and stays longer (Schmitt, Skiera and Van den Bulte, Journal of Marketing, 2011).
Frequently asked questions
Is this compatible with professional rules?
Referaly writes down and tracks what you already do. The named agreement and time stamped acceptance exist precisely so the framework is in writing. Check the remuneration you practise with your professional body.
How long does setup take?
Half a day. You create a programme, share the public link, and attach the referrers you already have.
What does it cost?
49.90 € excl. VAT per month for a single professional. A firm with several staff takes the agency account at 79.90 € excl. VAT per month, then 29.90 € per member.
Do my clients have to install an app?
No. The public form opens in the browser. The mobile app exists for those who refer often.