Refer a Friend

Refer your friends or colleagues to try the GruntWorx free trial.  For every friend that registers and runs 5 free returns, you’ll both receive a $25 Amazon.com gift card.  There’s no limit to how many friends you can refer – or how many gift cards you can earn.

It’s as easy as telling your friends your e-mail address.

How it Works:

  • Copy and paste the text below into an e-mail to your friend.  Be sure to personalize the message with the e-mail address that you used to register for GruntWorx.
     
  • When your friend registers for the GruntWorx free trial, they just type your e-mail address into the “Promotion Code” field of the GruntWorx registration page.
     
  • After they register, they’ll get 25 free GruntWorx returns.  When your friend runs their 5th free GruntWorx return, we’ll send you both a $25 Amazon.com gift card! 

The only requirement is that the 5th return must be processed within 90 days of registering.  It’s that simple.

There’s nothing to sign.  No Risks.  No Commitments.  We just want to show our appreciation for spreading the word about GruntWorx.

Copy and paste the following into an e-mail to a friend and start earning referral rewards today.
*Note: Items in bold red denote personalization text.

 

[Friend’s Name],

I’ve found this great new tax product called GruntWorx from Copanion.  It takes scanned tax documents and automatically organizes and bookmarks them for you.  And, if you register for a free trial and run 5 free returns, they’ll send you a $25 Amazon.com gift card – no strings attached! 

GruntWorx is a web-based solution that automatically scans, identifies, and bookmarks client tax documents, delivering them in a single, well-organized electronic PDF file.  You can use GruntWorx-organized returns to:

  • Quickly jump to any uploaded tax document
  • Review and enter tax data faster and more accurately
  • Edit and add tick marks or notes from multiple users
  • Be better organized throughout tax season

View an example of scanned tax documents after processing with GruntWorx.

When you register for GruntWorx you’ll receive 25 free returns.  You can use these GruntWorx returns to prepare 2007 extensions or for archiving electronic copies of your clients’ source documents instead of keeping paper copies.

Once again, if you run 5 of your 25 free GruntWorx returns within 90 days of registration, Copanion will send us both a complimentary $25 Amazon Gift card!

All you have to do is enter my e-mail address: [youremailaddress@domain.com] in the promotion code field of the GruntWorx registration page to be included in the promotion.

It’s that simple.  No risks.  No commitments.

So try GruntWorx today and save time, money, and tax season headaches.

Sincerely,
[Your Name]

GruntWorx Home Page: http://www.copanion.com
GruntWorx Registration Page: https://web1.copanion.com/login/signup.jsf

*To be eligible for the $25 Amazon.com gift card referral bonus, referred users must not have an existing GruntWorx account.  Referred users must submit 5 new, unique client returns for GruntWorx processing within 90 days of registration to qualify for the referral bonus for both parties. Copanion reserves the right to disqualify users suspected of fraudulent use of the GruntWorx trial.  Copanion also reserves the right to terminate or to amend this contest at any time and in any way, without prior notice. Copanion accepts no responsibility for loss, damage, or claims caused by, or resulting from, the contest or prize associated with this contest.


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Copanion, Inc., One Tech Drive, Andover, MA 01810 (800) 291-2136