Using Terrapin with your clients
Create a practice account directly. Decide whether your practice or each client funds access. Referral enrollment is not required.
Referrals
Share Terrapin.
Keep the arrangement clear.
Introducing someone to Terrapin is separate from using it to manage client records. Check the referral offer available in your account, or speak with us about an existing firm agreement.
Choose the route that fits.
Introducing new customers
Check the referral link, eligibility and reward terms shown in your account before sharing an offer. An introduction and a client billing arrangement are separate choices.
Working under an existing agreement
Your existing firm agreement keeps its own eligibility and reward terms. Contact the team if you need help with your link, attribution or the arrangement.
Need the practice product?
Free staff access, a workspace for your client book, and two ways to fund client access.
Platforms and distribution.
If you want to offer, embed or integrate Terrapin for an audience, start a technology or distribution conversation.
Technology partnerships