Taxaroo, which makes tax practice management software, has added new features to its platform, including Spanish language workflows and an integrated referral program for accountants. Processing ...

(MENAFN- PR Urgent) > Referral+ lets consultants, operators, and agencies earn 10% recurring commission for 36 months by introducing companies needing AI or custom software, while Forcoda handles ...

(MENAFN- Market Press Release) February 25, 2026 8:59 am - Referral+ introduces a structured B2B partnership model connecting trusted advisors, consultants, and agencies with companies pursuing AI ...

And now this month's news that BNY Mellon's Pershing will be debuting its own client referral program for RIAs as yet another example of how the biggest RIA custodians are going all-in on offering ...