You can refer Accountants and Bookkeepers to join Receipt Bank. If they go on to join our Partner Programme, you'll receive prizes and cash rewards.
Note: This feature is addressed to our Accountant and Bookkeeper partners. If you work for a small business and want to refer an accountant, please use the 'Invite your accountant' button in the 'Account Details' tab of the 'Account Settings' page.
Receipt Bank Partners can refer other bookkeepers and accountants using our Partner Community Orange Select. Access Orange Select and click on the "Referrals" tab.
Refer by either;
- Completing the "Tell us about your referral" form with details about the person you wish to refer
- Clicking any of the icons in the "Refer by sharing" section to share your unique referral link on social media or email. If they sign up using your link then you'll both be rewarded.
If you click the social media links in the "Refer by sharing" section, we'll provide a pre-completed template that can be send straight to your contact.
What happens after I refer someone?
After we confirm that you've referred an accountant or bookkeeper, you'll receive 200 Orange Select points. These can be exchanged for rewards.
If your referral becomes a Receipt Bank Partner, you'll receive a £200 prepaid card (or an equivalent amount in another currency) after their first month of subscription.
Accountants/Bookkeepers you refer will receive a 50% discount for their first two months of subscription.
Please read the Terms and Conditions of our Referral Program for more information about referring accountants and bookkeepers to Receipt Bank.