Here are frequently asked questions that help your prospects and new partners understand how it works, what to expect, and how to maximize success.
Our CERTIFICATES
Once Approved your client voucher will be sent direct to their email and/or SMS.
Every Incentive is created to delight your leads and clients.
Need help, selected the wrong Incentive, our support box is always online.
Choose from three options to keep the incentives flowing, monthly, annually, or by specialty.
Inclusive Incentives is a rewards platform designed exclusively for income tax professionals. You become a member partner, then offer your clients powerful incentives like free vacations, smart devices, dining certificates, and more. Joining helps you differentiate your firm, attract more clients, build loyalty, and generate more referrals.
You sign up as a partner.
From your dashboard, you choose which reward categories to offer (e.g. airfare, resort, gadgets). When a client qualifies—by being new, referring someone, or doing whatever you set—you send them a link to redeem a reward.
They visit my.inclusiveincentives.com to pick an incentive from your curated catalog.
We handle fulfillment or booking; you maintain branding and visibility.
We offer multiple plans, typically Monthly or Annual. Each plan grants access to different levels of rewards—standard vs. premium—and perks like priority support or exclusive bonuses. You’ll see pricing clearly outlined when you sign up; upgrade or downgrade as your business needs evolve.
Smart Device Vouchers (latest gadgets)
Dining Certificates to great restaurants
Airfare Certificates—domestic and international flights
Resort Stay Vouchers
Hotel Savings Cards
Cruise Certificates
Premium partners may unlock exclusive or seasonal incentives not included in standard plans.
Yes. Upon request, we can create you a custom link page with just the incentives you want to offer. You can have full control over your catalog. If you prefer to hide certain high-value rewards from your general client base, or rotate offers seasonally, that’s entirely possible. You choose what gets shown and when.
You send your qualifying clients a unique link via email (or other medium of your choice). They then log into a secure portal (my.inclusiveincentives.com), pick their reward, and fill out any required info. We take it from there—booking, shipping, or issuing whatever’s needed. You get notified when it’s fulfilled.
Most digital or certificate-based rewards are issued within 3-5 business days after redemption. Travel or stay vouchers may require more coordination and could take up to 2-4 weeks depending on vendor availability. We always post expected delivery or booking timeline before a client confirms their reward.
Certificates and vouchers may have seasonal restrictions or blackout dates, especially travel or resorts.
Any fees for shipping (for physical items) will be disclosed up front to you, as the partner.
Your pricing plan covers fulfillment fees, but additional costs may apply for premium or high-drag categories.
We provide dashboard metrics:
How many clients redeemed rewards
How many leads came in via incentive offers
Conversion rates (how many prospects became clients after offer)
Referral rate changes
Feedback from clients who redeemed
We believe in partner success. If you’re not seeing uplift in leads, referrals, or appointments in the first 60 days, we’ll offer strategic support—help you tweak the offers, adjust the design or rollout.
You’re free to downgrade or cancel, with prorated credit for unused time.
Everyone’s welcome. Whether you have one location, work as a solo pro, or run a multi-branch firm – the model scales. You pick only what works for you. Many smaller firms use the incentive offers to punch above their weight.
We partner with niche providers —these are not mass-market rewards you will find just anywhere. Exclusive offerings, limited editions, premium bonuses—that’s what helps you truly stand out.
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Gain access to exclusive benefits by joining as a member and take a trip on us!
Choose from three plans tailored specifically for your Business needs.
When you want to jump in and send your clients a great reward as needed, your access will be granted.
Position your brand for top of mind awareness with the Inclusive Monthly Membership.
Elevate your experience by becoming an Tier2 Member. Prepare your Business to wow prospects with Unlimited Certificate Vouchers for up to five brands for one low price all while unlocking premium features and benefits.
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