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
0+
AI-Powered Features
Senior Review, OCR, IRS Notice Response, Board Room & more — all built in
0
Tax Software Integrations
Upcoming Chrome Extension will autofill Drake, TaxSlayer, ProConnect, UltraTax & more
0%
Faster Client Intake
12-step smart forms + OCR document extraction eliminate manual data entry
0×
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
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
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
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
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 soon, preparers will auto-populate tax software via our upcoming 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.
Real Firms. Real Results.
Tax professionals who replaced spreadsheets and guesswork with automated referrals, AI reviews, and instant payouts.
A GoRefer customer? We'd love to hear your story.
Share Your ExperienceFlat Annual Pricing. No Per-User Fees.
Three plans. Unlimited users. Start with a free 7-day trial on Scale.
Growth
Solo practitioners and small firms
$1,349
/yr
Billed annually
+ $499 one-time setup fee
2 preparers
100 referrals/month
2 landing pages
300 Gio AI credits
Commission tracking
Client sweepstakes
Email support
Scale
Growing EROs scaling operations
$2,499
/yr
Billed annually
+ $999 one-time setup fee
5 preparers
500 referrals/month
5 landing pages
1,000 Gio AI credits
Everything in Growth, plus:
Custom commission tiers
Priority support + API access
Enterprise
Large firms and service bureaus
$5,499
/yr
Billed annually
+ $2,499 one-time setup fee
12 preparers
2,000 referrals/month
15 landing pages
2,500 Gio AI credits
Everything in Scale, plus:
Dedicated account manager
SLA guarantee + Phone support
Limited-Time Offer — 20% Off Your First Year
Apply code FOUNDING20 at checkout to receive 20% off your first annual subscription.
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
“We switched from $25 Amazon cards to GoRefer vacation rewards. Referrals jumped 4x in 60 days — people actually talk about the rewards at dinner parties.”
Plug Into Your Favorite Tools
Drake, Lacerte, 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
Mailgun
Chrome Extension
Coming Soon
Coming soon: Zapier · Chrome Extension autofill for 9 tax platforms ↓
Autofill Your Favourite Tax Software. In Seconds.
The GoRefer Chrome Extension will live right inside TaxSlayer, Drake, ProConnect, UltraTax & Lacerte. Pick a client, click Autofill, and watch 50+ fields populate instantly — no retyping, no mistakes.
TS
TaxSlayer Pro Online
×
https://proapp.taxslayer.com/tax/return/2025/personal-info
TS
TaxSlayer
Pro Online
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
5+
Tax Software Supported
50+
Fields per Return
<8s
Average 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 PII Encryption
SSNs, EINs, bank details, and driver’s licenses encrypted at rest with AES-256 via Fernet. Every field is sealed 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 ($1,349/yr) is perfect for solo practitioners with up to 2 preparers, 100 referrals/month, 300 Gio AI credits, and 100MB file storage. Scale ($2,499/yr) adds FlowBuilder automations, ConnectHub integrations, per-preparer commission overrides, custom roles, and supports 5 preparers with 500 referrals/month, 1,000 Gio credits, and 500MB storage. Enterprise ($5,499/yr) offers up to 12 preparers, 2,000 referrals/month, 2,500 Gio credits, 2GB 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. All GoRefer plans are billed annually 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. Book a demo or reach out directly.