DAVO Accountant Referral Program

Refer a client to DAVO

Earn $50 per location* when you refer your accounting clients to DAVO Sales Tax

Set your clients up with DAVO by Avalara and take sales tax off their plate – and yours. *See terms.

Sales tax on autopilot

DAVO uses sales data from their POS system to automatically set sales tax aside daily and then files and pays, on time and in full. Set up takes less than 5 minutes and the first month is free to try. Learn more about how DAVO works.

If your client has one of these POS systems, DAVO can start automating their sales tax in as little as 5 minutes.

Clover logo
Square logo
Toast Logo
SpotOn POS Logo
SkyTab POS Logo
GoDaddy Poynt Logo
SpotOn POS Logo
Quickbooks logo
Revel logo
Cake logo
 Par Brink POS Logo
Mindbody Logo
Table Needs POS Logo
Acadia POS Logo

Start referring your clients. Take sales tax off your plate.

Choose one of the options below to start referring your clients to DAVO.

Share a referral link

Option 1: Referral URL
Set your clients up yourself

Use a custom referral link to set your clients up yourself, or let them set DAVO up themselves.

Submit a lead

Option 2: Lead Submission
We’ll reach out to your client

Submit your client’s info to DAVO and we will reach out to them directly. You will get credit once the client successfully signs up.

See why our customers say DAVO is a “Must Have”

4.9 of 5
4.7 of 5
5 of 5
4.9 of 5
4.7 of 5
4.6 of 5

Create your custom referral URL

Generate your custom referral URL using the tool below and use it to sign your clients up yourself, or send the link to them so that they can set DAVO up on their own. NOTE: client must board through the DAVO website using your custom URL for the referral to be tracked. See terms.

Submit a client referral

Submit your client’s info to DAVO using the form below and we will reach out to them directly.

Accountant Referral Program Terms:

Get rewarded for spreading the word about DAVO by Avalara! Refer a client and receive a $50 referral bonus for every location that signs up for DAVO by Avalara by December 31, 2024, completes the trial period, and makes its first payment for the service. Please review the terms below before submitting a referral.

Offer Timeline

This offer is valid for referrals submitted between June 1, 2022 and December 31, 2024.

Referral Requirements

Subject to these Terms you will receive the $50 referral bonus for each “Qualified Lead Referral”. A “Qualified Lead Referral” is a merchant that:

  • is referred to DAVO by Avalara through your unique referral URL generated above or the online referral form and can be directly traced back to the unique URL or form submission. Verbal referrals are unable to be verified and will not be eligible.
  • is not an existing lead in the DAVO by Avalara system. DAVO by Avalara reserves the right in its sole discretion to determine the original lead source. Exceptions may be made, at DAVO by Avalara’s sole discretion, if the referral has not been contacted by DAVO by Avalara for at least 6 months, and the lead otherwise meets the requirements of a Qualified Lead Referral.
  • signs up for the DAVO by Avalara service by December 31, 2024, completes the trial period, and makes its first subscription payment for the DAVO by Avalara service.


DAVO reserves the right to modify these Terms or terminate the Program at any time, in its sole discretion, without notice, however we will employ commercially reasonable efforts to post a notice on the referral website.


If you have any questions about the Accountant Referral Program, please contact us.

Businesses love DAVO Sales Tax

Verna Mae's Eatery

100% Satisfied

“I don’t know why we waited!! So much easier than trying to keep up with sales tax AND run a business. 100% satisfied!”

– Donald, Verna Mae’s Eatery

Joselitos Mexican Restaurant

A Life Saver!

“It’s such a weight off your shoulders to know the money for taxes is being saved properly. Having this feature now available on Toast is a lifesaver!”

– Tumara, Joselitos Mexican Restaurant

Moto Pizza

One More Thing Off Your Plate

“This is the best app to take one more thing off your plate as a business owner! Customer service with DAVO is also excellent. They are always there to answer any questions that may come up.”

– Jessica, Moto Pizza

Stress free, hassle free sales tax.