Turn Your Team Into a Revenue Engine
Leaderboards, rank progression, competitions, and AI-driven challenges that make referral generation addictive.
Leaderboards
Rank System
Competitions
AI Challenges
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Q1 Returns Challenge
1
Marcus Reid
47 returns
0
2
Sarah Chen
41 returns
0
3
James Park
38 returns
0
4
Lisa Nguyen
29 returns
0
Client Rank
Explorer
Navigator
Captain
Admiral
12 / 25 referrals to Captain
Monthly Sprint
Prize: $500 bonus
18d
4h
22m
12 participants
Live leaderboard with rank progression and competition tracking.
Your Team Has Untapped Potential
74%
of preparers
say they'd refer more clients if there was recognition or reward beyond just doing their job
2.3x
more referrals
from firms that implement structured gamification programs vs those that don't
91%
engagement rate
among preparers who can see their progress, rank, and where they stand vs peers
40%
less turnover
at firms where top performers are publicly recognized and rewarded for results
Real-Time Leaderboards
Dynamic leaderboards that update in real-time as referrals are created, clients are funded, and tasks are completed. Filterable by time period, team, office, and metric.
Live-updating scores with animated transitions
Filter by weekly, monthly, quarterly, or all-time
Team and individual views
Highlight streaks and personal bests
Q1 Returns Challenge
1
Marcus Reid
47 returns
0
2
Sarah Chen
41 returns
0
3
James Park
38 returns
0
4
Lisa Nguyen
29 returns
0
Client Rank
Explorer
Navigator
Captain
Admiral
12 / 25 referrals to Captain
Monthly Sprint
Prize: $500 bonus
18d
4h
22m
12 participants
Rank Progression System
Four-tier rank system with XP-based progression. Each rank unlocks perks like higher commission rates, profile badges, and priority lead assignment.
Rookie → Explorer → Ace → Legend progression
XP earned from every meaningful action
Rank-based commission multipliers
Visual badges and profile flair
Q1 Returns Challenge
1
Marcus Reid
47 returns
0
2
Sarah Chen
41 returns
0
3
James Park
38 returns
0
4
Lisa Nguyen
29 returns
0
Client Rank
Explorer
Navigator
Captain
Admiral
12 / 25 referrals to Captain
Monthly Sprint
Prize: $500 bonus
18d
4h
22m
12 participants
Competitions & Challenges
Time-bound competitions that create urgency and excitement. Set up weekly sprints, monthly challenges, or seasonal tournaments with custom rules and prizes.
Configurable start/end dates and metrics
Prize pools with automatic distribution
Live countdown timers and progress tracking
AI-generated micro-challenges for daily engagement
Q1 Returns Challenge
1
Marcus Reid
47 returns
0
2
Sarah Chen
41 returns
0
3
James Park
38 returns
0
4
Lisa Nguyen
29 returns
0
Client Rank
Explorer
Navigator
Captain
Admiral
12 / 25 referrals to Captain
Monthly Sprint
Prize: $500 bonus
18d
4h
22m
12 participants
Engagement in Three Steps
01
01
Set Up Ranks & Competitions
Configure your rank tiers, XP rules, and competition schedule. Use our templates or create custom configurations.
02
02
Your Team Engages
Preparers see their rank, position on the leaderboard, active competitions, and AI-generated challenges. Engagement happens naturally.
03
03
Performance Soars
Watch referral volume, intake speed, and client satisfaction metrics climb as healthy competition drives your team to excel.
How Firms Use Gamification
Tax Season Sprint
Run a 4-week competition during peak season: most funded returns wins a $2,000 bonus. Track progress in real-time on the office leaderboard.
Referral Rally
Monthly referral competitions with tiered prizes — 1st place gets $500, top 3 get bonus commission rates for the next month.
Quality Champion
Rank preparers by client satisfaction scores and first-time accuracy rates. Reward quality, not just quantity.
Gamification Questions Answered
Yes. Admins can customize rank names, icons, XP thresholds, and the rewards associated with each tier.
Time-bound challenges (weekly, monthly, quarterly) where preparers compete on specific metrics like most referrals, highest revenue, or fastest intake completion.
By default, gamification is internal (preparers/affiliates only). However, you can optionally enable a client-facing referral leaderboard.
Cash bonuses, gift cards, commission multipliers, badge unlocks, profile flair, extra PTO — anything you configure. Rewards can be automatic or admin-approved.
Absolutely. Rank-based commission multipliers mean higher-ranked preparers automatically earn better rates.
Ready to ignite your team's performance?
Gamification turns everyday tasks into revenue-driving competitions.
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