Refer a tax preparer, CPA, enrolled agent, or bookkeeper to Watch Cloud. Once their computers are fully protected, your firm and theirs each get one month of service free.
Refer a FirmThree steps. We handle everything after the introduction.
Send your colleague your personal referral link, or fill out the form below with their details. Either way, we know the referral came from you.
Our team walks them through setup and installs protection on their computers. No pressure and no hard sell.
Once their firm is fully set up, we credit one free month to your account and one to theirs. Refer five firms, earn five free months.
Anyone who handles client financial information, which is most of the people you already work with.
The office down the street, or a preparer you trained with.
Small practices you refer clients to or share overflow with.
EAs in your network, chapter or study group.
The bookkeepers who send you their clients at tax time.
Why it matters to them: every firm that handles client tax and financial data is expected to protect it under the FTC Safeguards Rule, and tax professionals also under IRS Publication 4557. Watch Cloud gives them managed protection on every computer, a 24/7 security operations team watching for threats, and help with their Written Information Security Plan, aligned with both.