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Referral Campaigns

Referral, review and giveaway posts to turn happy clients into your best marketing. Fill in the bracketed placeholders with your own rewards, dates and rules.

How to Customize Your Post

26 Referral Campaigns Templates

Click Customize in Canva to open your own copy, then use Copy message to paste the suggested caption with your post. Edit the message to fit your business before posting.

Referral Campaigns social post: Refer A Friend
Referral Campaigns

Refer A Friend

Refer a Friend

Customize in Canva

Suggested post message

Know someone who needs tax help? Refer them to [Business Name] and receive [Insert reward] when they file with us.

Thank you for spreading the word!

#ReferAFriend #TaxPrep #Referral #[YourCity]

Instagram & Facebook post (4:5)

Referral Campaigns social post: Family Plan
Referral Campaigns

Family Plan

Bring the Whole Family

Customize in Canva

Suggested post message

Bring the whole family! One trusted office for parents, siblings and adult kids. [Insert any family offer.]

Book your family's appointments today.

#FamilyFirst #TaxPrep #Referral #TaxSeason

Instagram & Facebook post (4:5)

Referral Campaigns social post: Tell Your Coworkers
Referral Campaigns

Tell Your Coworkers

Tell Your Coworkers

Customize in Canva

Suggested post message

Tax season stress in the break room? Be the coworker with the answer: send them to us. [Insert referral reward.]

#Coworkers #Referral #TaxPrep #TaxSeason

Instagram & Facebook post (4:5)

Referral Campaigns social post: New Baby?
Referral Campaigns

New Baby?

New Baby, New Tax Benefits

Customize in Canva

Suggested post message

Know new parents? A new baby can mean new tax benefits and filing changes. Send them our way!

#NewParents #ChildTaxCredit #Referral #TaxPrep

Instagram & Facebook post (4:5)

Referral Campaigns social post: New Home?
Referral Campaigns

New Home?

New Home, New Questions

Customize in Canva

Suggested post message

Know a new homeowner? Buying a home brings new tax questions. Refer them to us for help with their first year.

#NewHomeowner #TaxTips #Referral #TaxPrep

Instagram & Facebook post (4:5)

Referral Campaigns social post: Side Hustle
Referral Campaigns

Side Hustle

Side Hustlers Need Help

Customize in Canva

Suggested post message

Know someone with a side hustle? Every side hustle is a tax situation. Refer them before their first 1099 surprise.

#SideHustle #1099 #Referral #TaxPrep

Instagram & Facebook post (4:5)

Referral Campaigns social post: Business Owners
Referral Campaigns

Business Owners

Business Owners, We Can Help

Customize in Canva

Suggested post message

Know a business owner who could use a tax partner? Send them our way.

#SmallBusiness #BusinessOwner #Referral #TaxPrep

Instagram & Facebook post (4:5)

Referral Campaigns social post: Leave A Review
Referral Campaigns

Leave A Review

Loved Your Experience?

Customize in Canva

Suggested post message

Loved your experience? A quick Google review helps a local business more than you know. [Insert your review link.]

Thank you!

#Review #SupportLocal #ThankYou #TaxPrep

Instagram & Facebook post (4:5)

Referral Campaigns social post: You Both Win
Referral Campaigns

You Both Win

You Both Get Rewarded

Customize in Canva

Suggested post message

Refer a friend and you both win! You get [Insert reward] and your friend gets [Insert new client offer].

#ReferAFriend #Rewards #TaxPrep #Referral

Instagram & Facebook post (4:5)

Referral Campaigns social post: Refer a Tax Pro
Referral Campaigns

Refer a Tax Pro

Refer a Tax Pro to Us

Customize in Canva

Suggested post message

Know a tax preparer who wants better tools and support? Introduce them to us. [Insert any partner referral reward.]

#TaxPreparer #Referral #TaxBusiness #ServiceBureau

Instagram & Facebook post (4:5)

Referral Campaigns social post: Retirees Welcome
Referral Campaigns

Retirees Welcome

Retirees, We Can Help

Customize in Canva

Suggested post message

Know a retiree with tax questions about Social Security, pensions or required distributions? Send them to us.

#Retirement #SocialSecurity #Referral #TaxPrep

Instagram & Facebook post (4:5)

Referral Campaigns social post: Tag & Win
Referral Campaigns

Tag & Win

Tag and Win

Customize in Canva

Suggested post message

Tag a friend who needs better tax help! Each tag is an entry to win [Insert prize]. Winner drawn [Insert date]. [Insert official rules.]

#Giveaway #TagAFriend #TaxPrep #Referral

Instagram & Facebook post (4:5)

Referral Campaigns social post: Thank You
Referral Campaigns

Thank You

Our Referrers Rock

Customize in Canva

Suggested post message

This season, [Insert number] new clients came to us through referrals. Thank you for trusting us with your friends and family!

#ThankYou #Referral #Community #TaxPrep

Instagram & Facebook post (4:5)

Referral Campaigns social post: Students Welcome
Referral Campaigns

Students Welcome

Students, Stop Guessing

Customize in Canva

Suggested post message

Know a student filing taxes? Education credits and first-job withholding can be confusing. Refer them to us. [Insert any student offer.]

#Students #EducationCredits #Referral #TaxPrep

Instagram & Facebook post (4:5)

Referral Campaigns social post: Life Changes
Referral Campaigns

Life Changes

Big Life Change?

Customize in Canva

Suggested post message

Big life changes often mean tax changes too. If someone you know is going through one, send them our way.

#LifeChanges #TaxHelp #Referral #TaxPrep

Instagram & Facebook post (4:5)

Referral Campaigns social post: New to US Taxes?
Referral Campaigns

New to US Taxes?

New to U.S. Taxes?

Customize in Canva

Suggested post message

Know someone filing U.S. taxes for the first time? We explain every step. Send them our way.

#FirstTimeFiler #ITIN #Referral #TaxHelp

Instagram & Facebook post (4:5)

Referral Campaigns social post: Double Rewards
Referral Campaigns

Double Rewards

Double Referral Month

Customize in Canva

Suggested post message

Double referral month! Refer a friend by [Insert date] and get [Insert reward]. Your friend gets [Insert offer].

#DoubleRewards #Referral #TaxPrep #LimitedTime

Instagram & Facebook post (4:5)

Referral Campaigns social post: No Gimmicks
Referral Campaigns

No Gimmicks

Our Referral Philosophy

Customize in Canva

Suggested post message

Our referral philosophy is simple: we aim to deliver service worth talking about. If we do, tell a friend. If we don't, tell us.

#ClientFirst #Referral #TaxPrep #Trust

Instagram & Facebook post (4:5)

Referral Campaigns social post: Community Partners
Referral Campaigns

Community Partners

Community Partner Program

Customize in Canva

Suggested post message

Churches, schools and community groups: ask us about [Insert group benefit] for your members.

Let's partner up!

#Community #Partnership #TaxPrep #[YourCity]

Instagram & Facebook post (4:5)

Referral Campaigns social post: Rewards Still On
Referral Campaigns

Rewards Still On

Referral Rewards Still On

Customize in Canva

Suggested post message

Reminder: our referral program runs all season long! [Insert how rewards work.]

Know someone who hasn't filed yet? Send them over.

#Referral #TaxSeason #Rewards #TaxPrep

Instagram & Facebook post (4:5)

Referral Campaigns social post: Teachers Welcome
Referral Campaigns

Teachers Welcome

Teachers, We Can Help

Customize in Canva

Suggested post message

Know a teacher? Educator expenses and summer work can make their returns tricky. Send them our way. [Insert any educator offer.]

#Teachers #EducatorExpenses #Referral #TaxPrep

Instagram & Facebook post (4:5)

Referral Campaigns social post: Heroes Welcome
Referral Campaigns

Heroes Welcome

Thank You, First Responders

Customize in Canva

Suggested post message

To our police, fire, EMS and military heroes: thank you. [Insert any first responder benefit.]

Refer the heroes in your life.

#FirstResponders #ThankYou #Referral #TaxPrep

Instagram & Facebook post (4:5)

Referral Campaigns social post: Client Family
Referral Campaigns

Client Family

Your People Are Our People

Customize in Canva

Suggested post message

Every friend you send our way gets the same care you do. Thank you for trusting us with your people.

#ClientFamily #Referral #TaxPrep #Community

Instagram & Facebook post (4:5)

Referral Campaigns social post: Last Call
Referral Campaigns

Last Call

Referral Program Ends Soon

Customize in Canva

Suggested post message

Last call! Season referral rewards close [Insert date]. Know someone who still hasn't filed? Send them our way.

#LastCall #Referral #TaxDeadline #TaxPrep

Instagram & Facebook post (4:5)

Referral Campaigns social post: Share & Win
Referral Campaigns

Share & Win

Share and Win

Customize in Canva

Suggested post message

Share our page to your story, send us a screenshot and you're entered to win [Insert prize]! Drawing on [Insert date]. [Insert official rules.]

#Giveaway #ShareToWin #TaxPrep #Community

Instagram & Facebook post (4:5)

Referral Campaigns social post: VIP Club
Referral Campaigns

VIP Club

VIP Referrer Club

Customize in Canva

Suggested post message

Welcome to the VIP Referrer Club! Clients with [Insert number] successful referrals get [Insert VIP benefits].

Thank you for sharing us!

#VIP #Referral #ThankYou #TaxPrep

Instagram & Facebook post (4:5)

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