Give clients a promo code

A percent off your protest fee, or a dollar credit.

Steps

1. Open Client lists (firm admins) and add a promotion code: a percent off the protest fee or a dollar credit.
2. Share the code with the clients it is for.
3. When you add a client, choose their promotion code on the New client form.
4. The discount or credit comes off the client's invoices for you.

More help

• Set up your firmSign up, sign in and invite your team.
• Add clients and their parcelsBring in clients and find their properties in the county records.
• File protests by neighborhoodFile for every client parcel in a neighborhood at once, with the Notice of Protest filled in.
• Keep track of deadlinesSee what is due, and get a daily email of it.
• Prepare hearings and work offlineDownload hearing packs and open them at the hearing with no connection.
• Agents and commissionsGive agents the pages they need and work out what you owe them.
• Split a parcel between co-ownersBill each partner for their own share.
• Your logo, email and languagesPut your firm's brand on everything your clients see.

All help topics