How to Use the Collective Referral Program

The Collective Referral Program rewards you for introducing other solopreneurs to Collective. You earn $600 for every qualified S Corp referral and $300 for every qualified LLC referral, and your friends receive one month of membership free.

At a Glance: How It Works

1. Share your link: Every member has a unique referral link and code.
2. Friend signs up: They get one month of membership free, automatically applied at checkout.
3. They become a paid member: Your reward is unlocked once they’ve been active for 30 days.
4. You get paid:  Payout is sent via your chosen method.

Tip: Set up your payout and tax details now so you’re ready to receive rewards without delay.

How to Find and Share Your Referral Link

1. Go to My Referrals from your account menu or clicking on “Earn $600”
2. Share it through:
   • Social media (LinkedIn, Facebook, X/Twitter)
   • Email
   • Direct messages

What Your Friend Sees

When your friend uses your link:

• The one-month-free discount appears in their checkout order summary automatically.
• No code entry required.

How You’ll Be Notified

You’ll receive updates as your referral moves through the process:

• Referral Started: They’ve created an account but not yet paid.
• Referral Paid: They’ve become a paying member.
• Reward Earned: After they’ve completed 30 days as a paid member, your payout will be sent according to the method you set in your payout settings.

Your Referral Dashboard also shows real-time status for every referral.

Setting Up Your Payout

Before earning your first reward:

1. Open your Referral Dashboard. If no payout method is set, you’ll see a notification.
2. Complete the steps requested
3. Choose your preferred payout method:
   • ACH (bank transfer)
   • PayPal

My friend forgot to use my code

These things happen and it’s no problem. Ideally, reach out and notify us the same month they join.

We recognize that isn’t always possible. If one of your friends joins and forgets to use your code at checkout, reach out to referrals@collective.com with their first and last name and the email they used at checkout if you have it.

Scenarios where commissions may not apply

There are a few instances where you may not receive a commission for members you referred. You may not receive a commission when:

Another code was used

Sometimes, your friends know multiple people who are members of Collective.

If one of your referrals already used someone else’s code at checkout, we may not be able to credit you for that referral. We still encourage you to reach out, so we can look into it.

Your friend cancels their membership within 30 days

Your friend may decide to cancel their membership. Should they cancel within 30 days of joining, your commission will not be paid.

You’re in violation of our terms and conditions

To maintain the health and reputation of the Collective brand and the Member Referral program, we have outlined terms and conditions that guide participation and expectations.

There are activities that are not allowed within the program. You can find our terms and conditions that govern the program here.

These restrictions, or prohibited activities, include:

• Running social media ads, paid search and Google display ads regarding Collective’s services without prior approval.
• Using traffic generated by Google PPC (pay per click) and search ads.
• Using search terms ‘Collective promo code’, ‘Collective discount code’,‘Collective coupon code’, ‘Collective tax reviews’, and ‘Collective s corp review’ in the title, URL, and meta description of website pages, without prior approval.
• Posting your share link or promo code to Collective’s social media accounts.
• We've added some rules that require adherence to CAN-SPAM laws when using email and encourage avoiding any misleading claims about Collective.

We’ll reach out to you if we notice activities that don’t align with our terms and conditions and request changes. If changes aren’t made, we’ll suspend commission payments.

Disclaimer: The information contained in this document is provided for informational purposes only and should not be construed as financial or tax advice. It is not intended to be a substitute for obtaining accounting or other financial advice from an appropriate financial adviser or for the purpose of avoiding U.S. Federal, state or local tax payments and penalties.