As part of Bluevine’s Accountant partner program, every qualified client you refer to Bluevine who opens and funds their account will earn your accounting firm a special bonus. The more clients you refer, the larger the bonus, all the way up to $200 per funded account.1
Who can sign up?
Accountant Firm Administrators can enroll their firm in the incentive program.
How do I sign my firm up?
Email your account executive or accountant.partners@bluevine.com, and we’ll work with you to collect the information we need to enroll your firm. .
What is a qualified referral?
A qualified referral needs to meet the following criteria:
- A small business client invited by an accountant firm administrator or firm member via the referral link in the accountant dashboard or the invite by email tool on your Accountant Dashboard.
- Check out our support article for instructions on inviting a client from your accountant dashboard.
- The client must be approved for a Bluevine Business Checking account and fund their account.
Note: Your firm must be enrolled through your account executive before you can begin to receive bonuses for qualified referrals.
What are the incentives?
|
Partner Program Tiers |
Starter 0-2 Qualified Referrals |
Bronze 3-14 Qualified Referrals |
Silver 15-49 Qualified Referrals |
Gold 50+ Qualified Referrals |
|
Payment Amount (Per Qualified Referral) |
$50 |
$100 |
$150 |
$200 |
When do payouts for referrals occur?
Your accounting firm will receive an incentive payment within 30 days of the end of each calendar month for the previous month’s qualified referrals.
Are there tax implications for participating?
Incentives earned through the accountant partner program may qualify as taxable income and may be reported on IRS form 1099-MISC. You are responsible for any federal or state taxes resulting from the promotion. Please consult your tax advisor if you have questions about tax treatment.
What tier is my firm in?
Contact your Account Executive or accountant.partners@bluevlne.com to confirm your current tier.
1 Payment amounts will vary based on the number of qualified referrals. Review the Accountant Dashboard Terms of Service for the Accountant Partner Program terms and conditions.