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Saying “no” has never been easier or more professional.
Whether it’s a lack of capacity, a service you don’t offer, or a client outside your niche, you no longer have to choose between turning a client away and providing excellent service. You forward the case to us, we tactfully explain to the client that you can’t take it on, and we take responsibility for referring them to the ideal accountant. You don’t have to handle a thing. It’s free.
Activate the service (free)This service is for you if...
Your address book is full
Are you turning down clients because you don’t have the capacity, and is that costing you the relationships you’ve spent years building?
You’re being asked for a service you don’t offer
Incorporation, corporate tax, and ongoing bookkeeping: the need is real, it’s just not part of your service offering.
The file is not in your folder
Too small, too large, a sector you don’t cover, an NPO with individual requirements, or a region where you don’t have a presence.
You want to remain the trusted advisor
Even when you don’t win the account, you’re the one who found the right resource. That’s what your client remembers.
How it works
Three steps. It only takes a few minutes.
Sign up
A free form that takes less than two minutes to fill out. You’ll receive a link that lets you refer any clients you can’t take on with just one click.
You hand it off to us
You share your link, or you send us the contact information with your client’s permission. We explain to them that you’re unable to take on their case, assess their needs, and then introduce them to the firms in our network that are a good fit.
You win all around
Your client is taken care of, your reputation is enhanced, and you didn’t have to handle a thing. As an added bonus, active partner firms receive priority when activating their Bankeo Pro accounts.
What you get
Active partner firms are prioritized when activating their Bankeo Pro accounts: you’ll receive opportunities that match your profile faster.
A “no” becomes a thoughtful gesture: your client leaves feeling supported, not turned away. You remain the one who found the solution.
You delegate, and we handle everything: contacting the client, qualifying the lead, and matching you. No administrative work required.
Completely free service: no setup fees, no subscription fees, and no commissions.
A firm that supports its clients even when it says no is a firm we recommend. Your strong commitment to client support, made effortless.
What’s left for you
Referring a client doesn’t mean giving up control. The service is designed to ensure that your relationship and your independence remain intact.
What the network can handle
Whatever your client’s accounting needs may be, we have the right accounting firm in our network.
Why your clients are well received
by the Bankeo Trust Index
Bankeo verifies each accountant’s registration with their professional association before matching them with clients, checking their actual qualifications, areas of expertise, response times, and client satisfaction.
The Bankeo Trust Index →The median fee in Quebec is around $3,000 per year, ranging from $500 to $6,000 depending on the industry. Your client knows what to expect before the first call.
The Bankeo Fee Barometer →1,500+ firms in the network. 15,000+ requests received since 2023. 4.7/5 based on 180+ Google reviews. And your client pays nothing to Bankeo.
Activate the forwarding service
Takes two minutes, is free, and requires no commitment. Once you sign up, for every client you can’t take on, just refer them to us with a single click, and we’ll take care of the rest.
Can’t see the form? Open it in a new tab.
Your information will be used solely to manage your participation in the program. Privacy Policy.
Frequently asked questions
Who is eligible to participate?
The service is available to all accounting professionals: CPAs, accountants, accounting technicians, and bookkeepers, as well as accounting firms of all sizes.
Does it cost anything?
No. The service is completely free, with no obligation. And your client doesn’t pay Bankeo anything either.
What is the Bankeo activation priority?
Accounting firms that actively use the referral service are given priority when activating their Bankeo Pro account: you’ll get faster access to requests from business owners looking for an accountant like you. This is a benefit reserved for active partners in the network.
Will I lose my client?
No. You’re referring a job to us that you can’t take on yourself, not establishing a client relationship. Your client remains yours, and you’re the one who found the right resource for them.
Which accounts are excluded?
None. Since the service is free and no one is paid for the referral, there are no exclusions: we can refer your client for any accounting need, including audit engagements.
Is this permitted by my professional association?
Yes, it’s easy. Since no one is paid for the referral, there are no commissions or incentives tied to acquiring a client, so there are no conflicts of interest. You’re simply helping your client by directing them to the right resource.
How do you refer clients, exactly?
After signing up, you’ll receive a personalized link and instructions. You can also simply send us the client’s contact information, with their consent, and we’ll take it from there.
What if my client is an NPO?
The network also supports nonprofit organizations, including when the project involves a certification engagement, such as an audit required by a funder. We refer them to a firm that handles this type of engagement.
The next rejection could turn into a kind gesture.
Sign up once. Then, whenever you can’t take on a client, you’ll have a ready response.
Free registration. No quotas, no exclusivity. We’re here to support you, always.
