Accountants

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.

Free up to 5 leads and 1 contract, no card needed.

Referaly app home screen: contacts received, active partners and commissions paid
The app home screen, demo data

Regulated profession: agreements with no commission

Your professional rules strictly limit paying for referrals. Referaly knows this: when you create the agreement, you pick “nothing” instead of a percentage or a fixed amount. The referral is still tracked, your partner follows their contact, and no commission is owed.

From first contact to commission, in four screens

What you do in the app, exactly as you will see it. Real screens, example taken from real estate: steps and amounts are set for your trade.

  1. 1

    You write the agreement

    A percentage, a fixed amount or nothing: you choose what the person who refers a client earns. The agreement is generated, accepted online and time stamped.

    Agreement screen: choose a percentage, a fixed amount or nothing
  2. 2

    You invite your partners

    One QR code and one link per agreement. A partner joins in two minutes, for free.

    Invite screen: one QR code and one share link per agreement
  3. 3

    The contact arrives under their name

    You call the client, then tick the steps you chose. Your partner sees them move without chasing you.

    Received contact with its steps ticked one by one
  4. 4

    The deal closes

    You enter the amount and the partner's commission is calculated for you. They know what they will earn, you know what you owe.

    Sale closed screen: amount, partner commission and net income

Built around how you work

What Referaly changes in the way referrals reach you.

What the partner sees: their contact, the commission they will earn and the steps completed
What your partner sees
  • 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.

Simple pricing, no commitment

Your partners pay nothing. Only you subscribe.

49,90 € excl. VAT per month

Independent plan. Agency account: 79.90 € excl. VAT per month, then 9.99 € 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 anytime

Start for free

The free plan needs no card: up to 5 leads received and 1 contract. You move to the paid plan when you need it.

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 9.99 € 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.

On the Referaly app, or on your own app

The same tool for your referral partners, contracts and commissions. You choose which app your partners install.

Home screen of the Referaly app
ReferalyOn the App Store and Google Play

The Referaly app

Start today: your account, your contract, your first referral partners.

  • Your partners download Referaly from the App Store and Google Play
  • Referral agreement, lead tracking and commissions included

Free to start, then from €49.90 excl. VAT per month

The same app in a brand's colours
MH Martin HomesWhite label example

Your app, under your brand

Your partners install your app, with your logo and your colours.

  • Your name and logo on the App Store and Google Play
  • Your colours across the whole app and your contracts

€490 excl. VAT setup, then €149 excl. VAT per month

Put your word of mouth in writing

Free to start, no card needed. Your partners install nothing unless they want to.