Terms and conditions

Last modified: January, 2026

M7 Group™ Referral Program

By joining the M7 Group™ Referral Program, you agree to the terms below. M7 Group™ may update these terms at any time by posting a revised version on our website.

This program is available only to active clients using any M7 Personal Tax service.

Program Period: This referral program applies exclusively to Personal Tax services during Tax Season 2026 - from February 23, 2026, to December 31, 2026.

 

Program Overview

As an M7 client, you will receive a unique referral link through your Client Portal. You may share this link with friends, family, or businesses.

When someone registers using your link and becomes an eligible paying client, you may earn discounts in Canadian Dollars (CAD) based on the current program rules.

 

Referral Program Points

Refer a Standard Client:

  • Get 500 Points = ($50 value) if your refer file as Single, to use toward M7 Personal Tax services
  • Get 1,000 Points = ($100 value) if your refer file as a Couple, to use toward M7 Personal Tax services

 

Refer a Truck Driver Client:

  • Get 1,300 Points = ($130 value) if your refer file as Single, to use toward M7 Personal Tax services
  • Get 1,800 Points = ($180 value) if your refer file as a Couple - One Driver Only, to use toward M7 Personal Tax services
  • Get 2,600 Points = ($260 value) if your refer file as a Couple - Both Are Drivers, to use toward M7 Personal Tax services

 

Refer a Self-Employed Client:

  • Get 2,500 Points = ($250 value) if your refer file as Single, to use toward M7 Personal Tax services
  • Get 3,000 Points = ($300 value) if your refer file as a Couple - One Self-Employed Only, to use toward M7 Personal Tax services
  • Get 5,000 Points = ($500 value) if your refer file as a Couple - Both Are Self-Employed, to use toward M7 Personal Tax services

 

Bonus for the Person You Refer

The person you refer will receive a $50 welcome bonus (500 points) when they file their taxes with M7 Group™. This bonus will be applied to their account toward filing a T1. They can earn additional points depending on the types of taxes they file, just like the points mentioned above.

 

Unlimited Referrals

You can refer clients at any time while the campaign is active.
There’s no limit to how many people you can refer, so there’s no limit to how many points you can earn.

 

Bonus Payment Processing Period

The bonus will be validated and issued automatically within up to 30 days after purchase, due to processing time.

 

Eligibility & Participation

To participate, you must:

  • Have an active M7 client account in Canada (not inactive or on-hold).

  • Have access to the M7 Client Portal (Odoo)

  • Must be a Canadian resident living in Canada. Rewards can be used toward Personal Tax Services in Canada.

     

Referral Link Use

  • Your referral link is unique to your account and may only be used by you.

  • Referral links cannot be transferred

 

Rewards & Redemptions

  • Have no cash value

  • Cannot be transferred. Must be redeemed only by the client who earned them

  • M7 may reverse or cancel rewards obtained through fraud, misuse, or system errors.

 

Refund Policy

If an M7 service is refunded after payment, in accordance with applicable Canadian laws and regulations, any related referral reward will be removed automatically from the client’s account.

 

Additional Rules

  • Discounts cannot be combined with any other promotion or offer.

  • Program rules are subject to change at any time.

 

Prohibited Activities

You may not:

  • Misrepresent your relationship with M7 Group™

  • Promote your referral link next to offensive, illegal, or misleading content. M7 is not responsible for misuse if clients share, modify, or exchange links improperly

  • Offer unauthorized discounts or incentives

M7 may request the removal or correction of any improper use of the referral link or M7 brand materials. Failure to comply may result in removal from the program.

 

Client Status & Loyalty Points

If you stop being an active M7 client, all loyalty points and referral rewards become inactive immediately and cannot be used or transferred.

 

Bankruptcy, Insolvency & Program Cancellation

If M7 Group™ or the participating client’s company enters bankruptcy, insolvency, or ceases operations, all prizes and program benefits will be automatically cancelled.
 
 
 

Questions? Contact our team at helpdesk channel.

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