Frequently Asked Questions
Do I need to apply to join the ABC?
Do I need to apply to join the ABC?
Nope! If you’re an accountant or bookkeeper using Adfin, you’re automatically part of the ABC Club. No extra forms or steps required.
How do I refer a client?
How do I refer a client?
Just share your personalised referral link found under the “Make a referral” tab in your Adfin dashboard. You can also introduce us by email ([email protected]) or send your client this link to book a demo.
When do I start receiving ABC perks?
When do I start receiving ABC perks?
Perks kick in as soon as your clients start actively collecting payments through Adfin. The more active clients you support, the more benefits you unlock.
Do my benefits reset?
Do my benefits reset?
Tiers reset annually, but once you hit a new tier, you keep those perks for the rest of that calendar year and the following one.
Why am I not seeing some of my referrals?
Why am I not seeing some of my referrals?
There are a few reasons why a referral might not show up yet:
They haven’t signed up yet. Sometimes there’s a delay between the intro and them deciding to sign up and start using Adfin.
They signed up without your link, but no worries! We run monthly checks to match signups to referrers. If they told us you referred them during onboarding, we’ll apply it to your account.
They signed up but aren’t active yet, referrals only count once they start collecting real payments through Adfin.
If you’re unsure about a referral, feel free to reach out to [email protected] and we’ll look into it for you.
Can Adfin support my client directly?
Can Adfin support my client directly?
Absolutely. We’re happy to join intro calls, run demos, or support onboarding directly. Just let us know how involved you want us to be.
Can I request more marketing materials or co-branded assets?
Can I request more marketing materials or co-branded assets?
Yes! If you need custom visuals, client-facing content, or co-branded resources, just shout as we’re here to help!