Proof Referrals
Ask a happy client to send someone your way — with your approval first.
After a job, Proof Referrals helps you send a short note that asks a client for a referral. Same flow as reviews. Your yes comes first.
For firms that grow by word of mouth.
Sample
Hi Jordan —
Thanks again for trusting us with the work.
If someone you know needs an accountant, here’s a short link you can send them — or fill in their name yourself:
Referral link · Sample
— Alex at Harbor Lane CPAs
Your firm's name is on the From line. For now, the email comes from our address until we set up yours.
Proof Referrals
How it works
Nothing goes out without your yes.
You finish the job.
Your work is done. The client is set.
You approve the note.
You see it first. Edit, send, or skip.
Your client gets it.
A short message. One clear next step.
They introduce someone.
A referral to someone who needs your work.
Looking for reviews too? See Proof Reviews →
Start free
Open the app when the work is done. Your firm approves every note before it goes out.