Bookkeeper Referral Program Terms & Conditions

Bookkeeper Referral Fee

A Referral Fee in the form of a gift card is available to Bookkeepers for each referral that leads to a fully executed Order Form with Dayforce Canada Ltd. (“Dayforce”) for a net new annual payroll subscription with a go-live that occurs within 200 days of the go-live date. Dayforce will pay a Referral Fee in the form of a:

$100 gift card for contracts equal to or over $500 in total annual revenue
$50 gift card for contracts less than $500 in total annual revenue

Eligibility Rules

1. To be eligible for a Referral Fee, a Bookkeeper must:

have an existing business relationship with both Dayforce and the referred person at the time of the referral,
be a Canadian resident, and
be over the age of majority.

2. This program is designed to attract new business to Dayforce. For clarity, the following referrals are not eligible for a Referral Fee:

a. referrals to an existing Dayforce customer

Business Entity Change
Business Name change
Payroll Split / Merger of account services
Frequency change
Bundle Changes to existing payroll services
Add-on service / changes to existing payroll services / migrations

b. referrals from Chartered Professional Accountants

c. referrals from existing partnership arrangements with Dayforce

d. referrals from existing Dayforce customers who refer themselves, or the company they are employed by

e. referrals from employees of Dayforce HCM, Inc., affiliated companies and members of those employees' immediate families

Process

1. The referral must be submitted through the Bookkeeper Lead Referral web form: (https://cloud.dayforce.com/referral/bookkeeper)

2. The referred person will receive communication via email or phone from a dedicated representative at Dayforce.

3. After a successful referral, the Bookkeeper will receive the Referral Fee by email at the address provided on the web form within 45 days after the Order Form being executed or after the first payroll processing date, whichever is later.

Legal Notices

1. Neither a Referral Fee nor any other amounts shall be owed to the Bookkeeper if the referred person does not execute an Order Form with Dayforce HCM, Inc. for a net new annual payroll subscription with a go-live that occurs within 200 days of the go-live date.

2. These Terms and Conditions are subject to change at the discretion of Dayforce, without notice.

3. Dayforce is not responsible for technical failures in web form transmission.

4. Dayforce reserves the right to honour or reject web forms; due to insufficient or inaccurate information being provided, duplication with previously received forms or for any other reason, at its sole discretion.

5. Decisions and interpretations of these Terms and Conditions are final and are not subject to appeal.

6. In the event of a dispute over the identity of a Bookkeeper, the Referral Fee will be directed to the attention of the Bookkeeper’s corporate head office (if applicable).

7. It is the Bookkeeper’s sole responsibility to track and report Referral Fees as income for tax purposes.

Privacy

1. Information submitted in connection with the Bookkeeper Referral Program is governed by Dayforce’s Privacy Policy.

2. The Bookkeeper will be identified by name to the referred person as the source of the referral.

3. After receiving a single email notification from Dayforce, the referred person will need to initiate contact with Dayforce in order for the Bookkeeper to be eligible for the Referral Fee.

4. The information provided by a Bookkeeper will not be sold or distributed to any third parties and will only be used for the purpose of the Bookkeeper Referral Program. It will not be disclosed, unless required by law.