Tax Practice Management Platform
Smart Intake. Tracked Referrals. Automated Commissions.
Built for tax professionals who are tired of chasing documents, rekeying data, and managing growth manually — GoRefer brings together AI-powered intake, referrals, commissions, and smarter workflows in one platform.
7-day free trial
No credit card required
Setup in under 15 minutes
app.gorefer.io
Client Intake
Smart tax forms
Search...
Tax Intake — Maria Gonzalez
Step 5 of 10 • Income (W-2)
50%
Taxpayer
Spouse
Contact
Identity
5
Income
6
Business
7
Education
8
Deductions
9
Banking
10
Review
W-2 Wage & Tax Statement
Employer Name
OCR
TechCorp Inc.
EIN
OCR
82-1234567
Wages (Box 1)
OCR
$87,450.00
Federal Tax (Box 2)
OCR
$14,265.00
W-2_Maria_2025.pdf uploaded
Gio AI auto-extracted 4 fields
✓ Verified
Client Intake
Gio AI
Referral Tracking
Client Portal
A Quick Look at GoRefer
See how GoRefer handles referrals, commissions, and client intake — a quick highlight of what's inside.
0+
AI-Powered Features
Senior Review, OCR, IRS Notice Response, Board Room & more — all built in
0
Tax Software Integrations
Available now as a Chrome Extension — one-click autofill straight into your tax software
Faster
Client Intake
12-step smart forms + OCR document extraction eliminate manual data entry
More
Referrals
Competitions, leaderboards, and real rewards drive preparer & client engagement
One platform. Zero guesswork.
Referrals, commissions, portals, and gamification — four powerhouse modules that run your growth engine on autopilot.
Referral Analytics
Track every referral from click to close
Conversion funnels, heat scores, weekly trends, and lead sources — all in one dashboard. Know exactly which channels drive revenue and where leads stall out.
Visual conversion funnel
Lead heat scoring
Source attribution
Leads Management
Track and manage your referral pipeline
Search...
Add Lead
127
Total Leads
84
Converted
31
Pending
66%
Conversion Rate
Contact
Status
Source
Date
Sarah Johnson
sarah.j@email.com
Client Referral
Jan 15
Michael Chen
m.chen@email.com
Website
Jan 14
Emily Davis
emily.d@email.com
Client Referral
Jan 14
James Wilson
j.wilson@email.com
Partner
Jan 13
Lisa Anderson
l.anderson@email.com
Client Referral
Jan 12
Commissions & Payouts
Commissions calculated, paid, done
Tiered commission rates, automatic bonus calculations, and a full payout ledger. Generate batch payouts in one click — no spreadsheets, no errors.
Tiered rate engine
One-click batch payouts
Full audit trail
Commission Payouts
Manage and track preparer commissions
Run Payouts
$12,450
Total Paid
$2,340
Pending
$4,200
This Month
Recent Payouts
View All
John Smith
Direct Deposit
$1,250
Sarah Johnson
Direct Deposit
$980
Mike Chen
Direct Deposit
$1,450
Emily Davis
Check
$720
Preparer Portals
Every preparer gets their own portal
Preparers log in to see real-time earnings, tier progress, referral links, and client stats. They stay motivated because they see exactly where they stand.
Personal dashboard
Commission tier progress
Built-in referral link
Progressive Commission Tiers
Bronze
1-10 returns
40%
Silver
11-25 returns
50%
Gold
26-49 returns
60%
Platinum
50+ returns
80%
Sample Calculation
Return #27 · Sarah Johnson
$0
↓
↓
Commission
$0
Payout Status
via Stripe Connect ACH
Gamification
Competitions that drive real performance
Launch preparer competitions from pre-built templates — top performer, volume leader, revenue champion. Leaderboards update live so your team stays hungry.
Ready-made templates
Live leaderboards
Custom challenges
Competitions & Leaderboards
Create and manage preparer competitions
+ Create Custom
Competition Templates
Annual Top Performer
Reward top 3 preparers with most returns
Enable
Monthly Volume Leader
Recognize preparer with most returns monthly
Enable
Revenue Champion
Award preparers generating highest revenue
Enable
Fast Starter Challenge
Reward preparers hitting Q1 milestones
Client Acquisition Star
Celebrate top new client acquisition
Go Live in Three Steps
Import your data, let AI and automations take over, and watch your referral revenue grow — no IT department required.
STEP 01
Import & Organize
Upload your client data from Excel/CSV with intelligent field mapping, and let preparers auto-populate their tax software with the GoRefer Chrome Extension. Commission rules, tiers, and bonuses configured in minutes.
STEP 02
Automate Everything
Gio AI handles intake OCR, senior reviews, and IRS notice responses. FlowBuilder triggers emails, status updates, and tasks automatically. Your team focuses on clients, not admin.
STEP 03
Pay & Grow
Commissions calculate automatically with tiered rates and bonuses. Approve batch payouts in one click — Stripe Connect sends funds directly to preparers. Competitions and rewards keep everyone engaged.
Simple Monthly Pricing. Built for Tax Firms.
Three plans. Add seats as you grow. Start with a free 7-day trial on Scale.
Growth
Solo practitioners and small firms
$149
/mo
or $1,430/yr — save 20%
+ $499 one-time setup fee
5 seats
100 referrals/month
2 landing pages
200 Gio AI credits/mo
Commission tracking
Client sweepstakes
Email support
Scale
Growing EROs scaling operations
$279
/mo
or $2,678/yr — save 20%
+ $999 one-time setup fee
12 seats
500 referrals/month
5 landing pages
650 Gio AI credits/mo
Everything in Growth, plus:
Custom commission tiers
Priority support + API access
Enterprise
Large firms and service bureaus
$599
/mo
or $5,750/yr — save 20%
+ $799 one-time setup fee
30 seats
2,000 referrals/month
15 landing pages
1,750 Gio AI credits/mo
Everything in Scale, plus:
Dedicated account manager
SLA guarantee + Phone support
Stop Sending Gift Cards. Send Experiences.
Every GoRefer plan includes a curated library of real rewards — vacations, dining, and travel perks — that turn one-time referrers into repeat advocates.
Vacation Getaways
All-inclusive resort stays, airfare packages & cruise credits your referrers actually look forward to
Dining Certificates
Fine dining vouchers, wine tasting credits & local restaurant certificates delivered instantly via email
Travel & Dining Pass
Hotel savings cards bundled with dining credits — a branded combo pass your clients won’t forget
Why clients love it
Zero gift card admin — fully automated
Instant email delivery to recipients
White-label: your brand, your rewards
No cash handling or manual tracking
Recipients choose their own reward
Included in every GoRefer plan
Plug Into Your Favorite Tools
Drake, TaxSlayer, QuickBooks, Google Workspace — one-click connections, zero custom code.
Native ConnectHub integrations — no middleware needed
CSV import on all plans for bulk data migration
QuickBooks, Google Sheets, Google Calendar on Scale+
Webhook support on Enterprise for custom workflows
Stripe Connect
Payments
QuickBooks
Accounting
Google Sheets
Spreadsheets
Google Calendar
Scheduling
CSV / Excel
Data Import
Webhooks
Enterprise
AWS SES
Chrome Extension
Tax Software
ElevenLabs
Voice AI
Coming soon: Zapier
Autofill Your Favourite Tax Software. In Seconds.
The GoRefer Chrome Extension works inside your browser-based professional tax software — Drake Tax, TaxSlayer Pro Web, OLT Pro, My Tax Office, Cloud Tax Office and Blue Hero Tax. Pick a client, click Autofill, and watch the fields populate — no retyping, no mistakes.
Illustration of the extension in a typical tax-software layout. Not a screenshot of any specific vendor’s product; screens differ by software.
TP
Your tax software
×
https://proapp.taxslayer.com/tax/return/2025/personal-info
TP
Tax Software
Professional edition
Tax Return 2025
Client: TSP-2025-4729
Preparer: S. Mitchell
1
Personal Info
›
2
Spouse
›
3
Dependents
›
4
Income
›
5
Deductions
›
6
Credits
›
7
State
›
8
Review
Returns
/
Maria Santos (2025)
/
Personal Info
Taxpayer Information
Enter the primary taxpayer's personal details below. Required fields marked with *
First Name
Last Name
SSN*
Date of Birth
Occupation
Phone
Address
City
State
ZIP Code
W-2 Income & Withholding
Employer
W-2 Wages
Federal W/H
State W/H
Filing Status
Spouse Information
Spouse First Name
Spouse Last Name
Spouse SSN
Spouse DOB
Dependents
No dependents added yet
6
Verified Tax Platforms
No
Manual Re-keying
Seconds
Typical Fill Time
1-Click
Undo Support
Security That Isn't an Afterthought
AES-256 encryption on every PII field, per-tenant database isolation, TOTP two-factor auth, and full audit trails — built in from day one, not bolted on.
AES-256-GCM PII Encryption
SSNs, EINs, bank details, and driver's licenses encrypted at rest with AES-256-GCM. Every field is sealed with authenticated encryption before it hits the database.
Stripe-Powered Payouts
Commission payments processed through Stripe Connect — PCI DSS Level 1 certified. No sensitive card data ever touches our servers.
Per-Tenant Data Isolation
Every firm gets its own database. Your data is physically separated from every other firm — not just row-level filtering, full tenant isolation.
2FA + Audit Logging
TOTP two-factor auth with backup codes for every account. Plus full audit trails and real-time threat detection on every API call.
Still Have Questions?
Trials, pricing, payouts, setup — everything answered in 30 seconds.
GoRefer.io integrates with Stripe Connect for automated ACH payouts. Configure progressive commission tiers (Bronze→Platinum with marginal rates) or flat rates, plus 6 bonus types (Monthly Volume, Seasonal Volume, Fast Start, Loyalty, Preparer Recruiting, Client Incentive). The system calculates everything automatically. Approve payouts individually or in batches—funds go directly to preparers' bank accounts.
Growth ($149/mo, or $1,430/yr) is perfect for solo practitioners with up to 5 seats, 100 referrals/month, 200 Gio AI credits/mo, and 500MB file storage. Scale ($279/mo, or $2,678/yr) adds FlowBuilder automations, ConnectHub integrations, per-preparer commission overrides, custom roles, and supports 12 seats with 500 referrals/month, 650 Gio credits/mo, and 2GB storage. Enterprise ($599/mo, or $5,750/yr) offers up to 30 seats, 2,000 referrals/month, 1,750 Gio credits/mo, 10GB storage, plus white-label UI/emails/domain, FirmIQ intelligence engine, SLA, and phone support.
Absolutely! GoRefer.io includes a client portal where your clients can submit referrals, track their rewards, and participate in sweepstakes. You can create white-label landing pages with QR codes that make it easy for clients to refer friends and family.
Our gamification engine includes a Client Rank System (Explorer → Navigator → Captain → Admiral), time-bound competitions ranked by returns/revenue/client count, AI-driven Challenges that analyze preparer performance gaps and generate personalized growth opportunities, vacation sweepstakes with configurable prizes and entry rules, achievement badges, leaderboard snapshots, and real-time activity feeds—all designed to keep everyone engaged year-round.
Not at all! GoRefer.io includes a guided Onboarding Wizard that walks you through company profile, team invites, data import, commission configuration, bonus setup, and branding. Most firms are up and running in under 15 minutes. We also provide training resources and our support team is always available.
Yes! GoRefer.io has built-in Master Data Upload for bulk importing tax returns from Excel/CSV with intelligent field mapping and preview before save. You can also use Mass User Upload to create preparers and clients in bulk, and our ConnectHub integrations sync directly with QuickBooks, Google Sheets, and Google Calendar.
No long-term contracts required. GoRefer plans are billed monthly, or annually for a 20% discount, with simple, transparent pricing. You can cancel anytime. We're confident you'll love GoRefer once you see your referrals grow.
Still have questions?
Our team is here to help. Start your free trial or reach out directly.