Refer a Client. They Get a Price. You Get $400.

A Referral Should Not Disappear Into a Black Box.

"Call my accountant" sounds simple until your client waits for a callback, sits through a discovery call and still does not know the price. You made the introduction. You still cannot see what happened next.

That gap is where referrals go cold. A client who was ready to move stalls out waiting on phone tag, and the credibility you lent them gets spent on a slow process you cannot control. Ashbridge gives the client a direct path from scope questions to a fixed price, so the introduction stays clear and useful.

Will Your Referral Actually Close?

That is the real question, and it is a fair one. Your name is on the introduction.

Here is why a referral to Ashbridge does not stall: your client sees their fixed price in a minute, and we prepare their year end and corporate return before money is discussed. By the time they decide, they are looking at their own refund or balance owing, not a proposal.

Your client never waits on a callback, never sits through a discovery call, and never wonders what it will cost. You can see the introduction resolve.

What's in It for You

A referral that resolves fast makes you look useful immediately, your name is attached to a clean, professional handoff instead of an open loop your client has to keep chasing. The client gets clarity without waiting on a callback, which reflects on the person who sent them there. And unlike a vague "give them a call," pointing a client to a fixed-price quote is a concrete handoff, you are not relying on a salesperson to follow up on your behalf before the client loses interest.

None of that depends on the client already knowing who Ashbridge is. The fixed-price quote flow is built to stand on its own, scope questions, then a price, then a decision, so your introduction does the work a discovery call used to do, in a minute.

We Send Work Back

Our clients are owner-managed corporations. They need shareholder agreements, employment advice, mortgages, insurance, valuations, wills and estate planning, and sometimes more bookkeeping than we take on. Those are your clients too.

Tell us what a good client looks like for you and we route them. This is not conditional on you sending anything first.

If a cash referral bonus is awkward for your firm, say so and we will pay it to your firm, to a charity of your choice, or apply it as a discount to your client instead.

If you are a bookkeeper, the bookkeeping stays with you, in writing. We take the corporate return only, and our year-end entries are on your desk within 5 business days of filing.

How the $400 Works

You receive $400 CAD per qualifying active-corporation corporate tax referral. Your client receives $100 off their first paid engagement when they arrive through your link. Nil and dormant returns, incorporation and personal tax returns are excluded unless Ashbridge confirms otherwise.

A referral may come through an Ashbridge referral link or by the client identifying you during the quote. If more than one person could be credited for the same referral, Ashbridge determines attribution using the available referral records and circumstances. Your client can also enter your name when they see their price; that credits you for the $400 once we confirm the referral, but the $100 discount is applied only through your link. Attribution is recorded at the quote, before anything is free.

How and When You Are Paid

• The $400 is paid once your referred client's payment to Ashbridge is final.
• It is not paid on a payment that is later refunded or disputed, and any refund to the client is net of referral amounts already paid.
• The $100 discount applies to quotes that include a corporate tax return or bookkeeping.
• Self-referrals are not eligible: a referral is not paid where the referrer and the client are the same person or business.
• Referral links do not expire.

Who This Is For

The program is built for professionals who regularly meet incorporated businesses that need tax and accounting work, and who would rather send a clean link than a vague "you should talk to my accountant."

Why Professionals Send Clients Here Instead of Somewhere Else

Most firms your client might otherwise call, see the full comparison, require a discovery call before disclosing a price. Ashbridge's flow combines AI-supported tax strategy, a fixed price without a preliminary call, and CPA review before anything is finalized. That combination makes Ashbridge a modern tax platform worth sending before a call: it does the qualifying and pricing work directly, and your client can read real experiences from other clients on the reviews page or learn more about the team on the about page before they ever talk to anyone.