Industries
Refer bookkeepers, payroll & attorneys without the back-and-forth
Refer bookkeepers, payroll & attorneys without the back-and-forth
Clients constantly ask their CPA for a bookkeeper, payroll service, financial advisor, or business attorney. Build a referral list once and share it during tax season instead of typing the same recommendations a hundred times.
The problem
Sound familiar? These are the pain points people search for before they find a better way.
- Your accountants & cpas workflow still relies on outdated contact packets
- Different audiences need different vendor subsets but one spreadsheet doesn't scale
- Industry-specific categories don't fit generic directory tools
- You need mobile-friendly pages clients actually use on closing day
What you get
Bookkeeping, payroll, lending, and legal…
Bookkeeping, payroll, lending, and legal partner categories
Great for the 'who do…
Great for the 'who do you recommend for…' tax-season flood
Keep preferred vs backup partners…
Keep preferred vs backup partners straight in your private hub
One link in your email…
One link in your email signature and client portal
How it works
- 1
Save vendors in your hub
Build your accountants & cpas rolodex with phone, email, categories, and notes.
- 2
Publish what you want to share
Choose public vs private. Toggle Social, Vendors, and Shop tabs per list.
- 3
Share one link
Drop your ReferLyst URL anywhere you already recommend people — bios, groups, and client follow-ups.
Built for
People also search for
Common questions and keywords — if you typed these into Google, you're in the right place.
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Frequently asked questions
- Can I use ReferLyst for accountants & cpas?
- Yes. Refer bookkeepers, payroll & attorneys without the back-and-forth ReferLyst gives you a private vendor hub, shareable public pages, and optional monetization — free to start.
- Is ReferLyst better than a Google Doc for accountants & cpas?
- For most people, yes. Your list gets categories, tap-to-call buttons, optional intro requests, and one link that always shows the latest info — no outdated attachments.
- How do I share my accountants & cpas list?
- Publish a public page at referlyst.com/your-name and drop the link in group chats, bios, emails, or texts. Update vendors once in your hub.
- Does the free plan work for this use case?
- The Free plan includes one list and up to 100 vendors — enough for most personal and starter professional lists. Upgrade to Pro for multiple lists, analytics, and advanced monetization.
Related use cases
Start your accountants & cpas on ReferLyst
Free forever on the starter plan. No website required — live in minutes.