Effective Date: 7/11/2025
Offer Sponsor: Holdings Financial Technologies, Inc. ("Holdings"), in partnership with i3 Bank
Website: getholdings.com
1. What’s the Offer?
We’re making bookkeeping a breeze! If you’re a new business customer and open a Holdings business account using a partner’s unique affiliate link or UTM-enabled signup page, you’ll get three months of free bookkeeping—no hoops, no hassle.
2. Who’s Eligible?
You must be a new business customer (never had a Holdings business account before).
Your account must be opened through the partner’s unique affiliate link or a signup page with the partner’s UTM tracking code.
Eligibility is determined automatically—no need to notify us or jump through extra steps.
Limit: one reward per business entity.
3. How Do You Qualify?
Open a new Holdings business account using the designated partner’s affiliate link or UTM-enabled signup page.
That’s it! We’ll handle the rest and confirm your eligibility automatically.
4. How and When Do You Get the Offer?
Once your account is activated and we confirm eligibility, your three months of free bookkeeping kicks in.
After the promo period, standard service fees apply unless you change or cancel your service.
5. Other Important Details
This offer can’t be combined with other promotions unless we say so.
Holdings and i3 Bank can change, pause, or end this offer at any time—no prior notice needed.
All eligibility and fulfillment decisions are up to Holdings.
You’re responsible for any taxes or reporting related to this offer.
By signing up, you agree to these Terms and any other Holdings or i3 Bank account terms.
6. Play Fair
Any attempt to game or abuse the offer means disqualification.
Holdings isn’t responsible for technical issues or errors in processing eligibility.
7. Need Help?
Questions? Reach out to Holdings Financial Technologies at [email protected].
By participating in this offer, you acknowledge that you’ve read, understood, and agree to these Terms and Conditions.
At Holdings, we’re here to reward your hustle—not slow you down with red tape. Open your account through your partner’s link, and let us handle the rest while you focus on growing your business.