As part of Bluevine’s Accountant Partner Program, every Qualified Referral you send to Bluevine who opens their account and meets eligibility requirements will earn your accounting firm a special bonus. The more clients you refer, the larger the bonus, up to $300 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? 

For an accounting firm to receive credit for Qualified Referrals, invited clients must use the accounting firm’s referral code or referral link when opening their account and meet the following eligibility requirements:

• The client must be approved for a Bluevine Business Checking account and fund the account with a total of $1,000 within 30 days of account opening, and
  • Maintain a minimum daily balance of $1,000 beginning on the 31st day after account opening and ending on the 60th day after account opening.
  • Spend at least $1,000 on Eligible Transactions with their Bluevine Business Debit Mastercard® and/or Bluevine Business Cashback Mastercard®.¹

Check out our Accountant Dashboard support article for instructions on inviting a client.

Note: Your firm must be enrolled through your account executive before you can begin to receive bonuses for qualified referrals.

What are the incentives?

When you join the Bluevine Accountant Partner Program, both you and your clients can benefit from exclusive rewards. 

For Accountants

• Referral bonuses: Earn cash rewards for every qualified client you bring to Bluevine. The more clients you refer, the higher your tier and the bigger your bonuses, up to $300 per referral.¹
• Tiered benefits: Move up from Bronze to Silver to Gold as you onboard more clients. Higher tiers unlock better rewards, including co-marketing opportunities and directory placement to promote your firm.
• Dedicated support: Gain access to a dedicated account executive that helps you and your clients get set up and stay supported.
• Free Premier membership: Earn our highest APY on eligible balances², get discounts on payment fees, and access to priority customer support.⁴

For Your Clients

• Premier membership perks: A free 3-month Premier membership with benefits like higher APY on balances², reduced payment fees, and priority customer support.⁴
• Welcome bonus: Eligible new clients may receive a cash signup bonus when they open their Bluevine account.³

View this page for a full list of Accountant Partner Program benefits and incentives.

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@bluevine.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 full eligibility requirements.}

^{2 Bluevine Premier customers will earn 3.0% annual percentage yield ("APY") on total Bluevine Business Checking balances up to $3,000,000. No interest earned on balances over $3,000,000. Any interest accrued and payable for an account or sub-account will be paid to your main account.}

^{3 For complete terms and conditions, please see here.}

^{4 Bluevine Premier customers will automatically be routed to a priority queue only when they call our support team from the phone number(s) linked to their account.}