Incentives

Leaderboards

Real-time leaderboards show preparers how they rank against their peers across different metrics. Daily snapshots track rank changes over time so preparers can see momentum.

• Daily leaderboard snapshots stored for historical rank-change tracking
• Milestone alerts at 25, 50, 100 (“Century Club”), 200, and 500 returns
• Activity feed showing rank-ups, new leaders, top-3 entries, milestones, and badges earned
• Rank-change indicator shows how many positions a preparer moved since yesterday
• Notifications when a preparer enters or drops out of the top 10

Competitions

Run time-limited competitions where preparers compete for prizes. Choose from four competition types and four ranking criteria to match your firm's goals.

• Rank by total returns, total revenue, funded returns, or client count
• Set a minimum returns threshold to qualify (e.g., 10 returns to be eligible)
• Define prizes for 1st, 2nd, 3rd place (or more) with dollar amounts
• Optional auto-finalize date — winners are awarded automatically
• Real-time standings visible to all participants
• Notifications sent when a preparer's rank changes or when the competition ends
• Winners notified via in-app + email + SMS (high priority)

Competition Templates

Use built-in templates to launch competitions quickly with pre-configured prizes and criteria.

Challenges

Challenges are personalized goals generated for each preparer based on their current performance. They drive specific behaviours and scale rewards by difficulty.

• Three difficulty levels: Easy (0.5× reward), Moderate (1× reward), Stretch (1.5× reward)
• Monetary challenges pay a cash bonus; non-monetary challenges award an achievement badge
• Progress tracked automatically — current value, target, and gap shown in real time
• Priority score (0–100) sorts challenges by impact on the preparer's dashboard
• Notifications on assignment, daily progress updates, and completion

Sweepstakes

Run seasonal sweepstakes where clients (or preparers) earn entries by completing funded referrals. Winners are randomly drawn — everyone has a chance, not just top performers.

• Configurable entries per referral (default: 2 entries per funded referral)
• Tracking method: filed & funded or referrals only
• Prize mode: single (one prize) or choice (winner picks from options)
• Default prize options: 5-Day Cruise ($2,500), All-Inclusive Resort ($3,000), Flight & Hotel ($2,800)
• Custom prize images and descriptions supported
• Winner announcement: anonymous or named
• Full audit log for every drawing — entries, selection, and fulfillment

Sweepstakes Lifecycle

After the drawing, the winner flows through a tracked lifecycle from selection to fulfillment.

Rewards Library

Configure tiered rewards that clients unlock by hitting funded-referral thresholds. Each tier has a reward type, dollar value, and a threshold.

• Reward types: cash, vacation, gift card, or custom
• Admins can add unlimited custom tiers with any threshold, label, and value
• Tracking method: filed & funded or referrals only
• Optional sweepstakes integration — entries earned alongside tier rewards

Reward Claim Flow

When a client hits a tier threshold, they can submit a reward claim. Claims follow a tracked approval pipeline.

• Auto-approve mode skips manual review — claims go straight to approved
• Autonomous mode auto-approves and auto-fulfills for fully hands-off operation
• Terms & Conditions acceptance is recorded with version, timestamp, and user-agent
• Notifications sent at every stage: unlocked → claimed → approved/rejected → fulfilled

Badges & Ranks

Preparers earn badges automatically when they hit specific milestones or display consistent performance.

• Badges are scoped per competition and per season
• Each badge has a unique color displayed on leaderboard cards
• Badge-earned events appear in the leaderboard activity feed
• Challenge completions can award custom achievement badges

Gamification Notifications

Every gamification event triggers real-time notifications through in-app, email, and (for high-priority events) SMS channels.

• Competition: started, rank changed, ended, winner announced (winner gets email + SMS)
• Challenge: assigned, daily progress update, completed with reward amount
• Sweepstakes: entries earned, winner drawn, prize selected, approved, fulfilled
• Rewards: tier unlocked, claim submitted, approved/rejected, fulfilled
• Leaderboard: rank improved, entered top 10, dropped from top 10

Incentives Dashboard

Admins get a full view of all active incentive programs — competitions, challenges, sweepstakes, and pending reward redemptions — from a single dashboard.