ITS Tax Software – EFIN Referral & Revenue Share Program
“Refer. Earn. Grow Together.”
Who Can Participate
Open to active ITS users, resellers, and service bureaus
Must maintain an active software license and a valid W-9 on file
Unlimited referrals — the more you refer, the more you earn
Program Timeline
Applies each tax season (January – October)
Monthly payments based on verified funded returns from the prior month
Automatically renews for returning referrers
Payout Details
Paid via ACH or PayPal within 15 days of receiving bank funding reports
$100 minimum payout threshold
Detailed monthly statements showing all funded returns per referral
1099-NEC issued for annual payments exceeding $600
Eligibility & Tracking
Referrals must register through your unique referral link or code.
The referred EFIN must activate and fund bank products through ITS
Funded returns verified through official partner bank reports
Self-referrals, shared ownership, or fraudulent activity disqualify eligibility
Bonus Tiers (Optional Rewards)
TierRequirementBonus RewardSilver3 active EFINs$150 end-of-season bonusGold5+ active EFINs+$1 per funded return ($16 total)Platinum10+ active EFINs+$2 per funded return ($17 total) + Featured Partner Spotlight
Terms & Conditions
Each referred EFIN must fund a minimum of 25 returns to qualify
Only funded returns count (not accepted, rejected, or unpaid)
Fraudulent, duplicate, or misreported referrals may result in forfeited payments
ITS reserves the right to modify, suspend, or discontinue this program with prior notice
Marketing Copy
(For Email / Text / Social)
Subject: Earn $15 Per Funded Return — Refer Tax Pros & Get Paid
Got tax preparers in your network with their own EFIN?
Help them scale with ITS Tax Software and earn $15 per funded return they process this season.
Unlimited referrals
Paid monthly
Transparent tracking in your portal
Example: 5 referrals × 200 funded returns = $15,000 in earnings!