Referral tracking, automated commissions, preparer incentives and AI-assisted intake for tax firms. Keep the tax software your team knows.
$0 due today · Card held securely by Stripe
7-day trial · View plans
Your connected firm
Product preview
Illustrative workflow · Sample data
A referral is attributed, documents enter intake, and your team reviews.
Gio
AI-assisted work
Read documents, research questions, and draft review memos and notice responses for your team to check.
AutoFill (BETA)
Chrome extension (beta)
Work through supported tax forms from approved intake data, with your review before filing.
Client intake
Reviewable records
Bring guided forms, conversational intake, and uploaded documents into one client record.
Referrals
Links, codes & incentives
Track referrals and recognize preparers through leaderboards, configured competitions, and rewards.
YOUR GROWTH, CONNECTED
From the first referral
to the people behind it.
Connect referrals, commissions and preparer incentives in one place, with the records your firm needs to make its next decision.
Referral analytics
Know where your next client comes from.
Connect referral activity to the people and sources behind it. See conversion funnels, lead heat scores and weekly trends together, so your team can decide where to follow up.
Conversion funnels
Lead heat scoring
Source attribution
Referral Analytics
Current interfaceCommissions & payouts
Clear rules. Visible commissions.
Set commission rates and bonuses, review earnings and prepare payout runs in one ledger. Export them for your payroll or bank, then mark them paid. Scale and Enterprise add progressive tiers and batch processing.
Configured rates and bonuses
Approval and payout records
Payout exports for payroll
Payout History
Current interfacePreparer portals
A clear view for every preparer.
Give preparers their own dashboard for earnings, tier progress, clients and referral links. Each person can see the work and referrals attributed to them.
Personal dashboard
Commission tier progress
Built-in referral link
Preparer Dashboard
Current interfaceCompetitions
Recognize the work that matters.
Configure competitions around your firm’s goals. Start with a template, set the rules and follow preparer standings on the leaderboard.
Competition templates
Preparer leaderboards
Firm-configured challenges
Competitions
Current interfaceHOW IT WORKS
Bring it together.
Three connected steps.
Start with your records and rules. Add assisted review and repeatable workflows, then connect recognition to the work your people do.
01
Import & organize
Import clients and preparers from CSV or Excel. Set up your firm profile, commission rules and bonus settings. AutoFill (Beta) helps with data entry into supported tax software from approved intake data; the preparer reviews, verifies and submits.
02
Review & coordinate
Gio reads documents and helps draft reviews and notice responses for your team to check. On Scale and Enterprise, FlowBuilder connects events to emails, field updates and tasks through the rules your firm chooses.
03
Approve & recognize
Calculate commissions from your rules, review earnings and prepare payout runs for your payroll or bank. Scale adds progressive tiers and batch processing. Configure competitions and rewards around the goals your firm sets.
01
Import & organize
Import clients and preparers from CSV or Excel. Set up your firm profile, commission rules and bonus settings. AutoFill (Beta) helps with data entry into supported tax software from approved intake data; the preparer reviews, verifies and submits.
02
Review & coordinate
Gio reads documents and helps draft reviews and notice responses for your team to check. On Scale and Enterprise, FlowBuilder connects events to emails, field updates and tasks through the rules your firm chooses.
03
Approve & recognize
Calculate commissions from your rules, review earnings and prepare payout runs for your payroll or bank. Scale adds progressive tiers and batch processing. Configure competitions and rewards around the goals your firm sets.
AUTOFILL · BETA
See AutoFill at work.
See how AutoFill helps with data entry: it enters a client's reviewed intake into supported forms and hands over any field that needs a preparer's judgment. The preparer then reviews and verifies every field, and signs and submits the return. Shown with sample client data.
See how AutoFill works →Gio Sites
Pages where referrals arrive, drafted by Gio.
Describe the page you need and Gio drafts it from your firm’s details. Edit it, clear the advertising check and publish it at its own address. A submission from an email new to your firm becomes a lead in your CRM, credited to the referrer when the visitor came through a referral link.
Drafted from your firm’s details, never invented reviews
An advertising check before anything goes live
Included on every plan
Pages per plan: Growth 2, Scale 5, Enterprise 15. Drafts count toward the total.
Explore Gio Sites1Describe the page
Say what the page is for, pick a goal, a tone and a language, and paste reviews if you have them.
- Describe the page. Say what the page is for, pick a goal, a tone and a language, and paste reviews if you have them.
- Gio drafts each section. The outline comes first, then each section as it is written. It is saved as a draft.
- A claim is flagged. The advertising check holds publishing on a must-fix phrase, such as a guaranteed refund.
- A lead arrives. The page is live at its own address. A new email from a referred visitor becomes a lead, credited to the referrer.
From intake to your tax software. With you in control.
GoRefer AutoFill works with supported professional tax software. It brings intake you have reviewed into supported fields, so nobody retypes it.
AutoFill is in beta. It helps with data entry, entering intake you have reviewed into supported fields in your tax software. You, the preparer, are solely responsible for reviewing and verifying every entry and for signing and submitting the return.
AutoFill (Beta) on a sample W-2
Your tax software
Supported professional software (BETA)
Intake data
Source for supported form fields
Data-entry help
Enters intake into supported fields
Preparer review
Required before filing
TRY THE RULES
Commissions that add up
like tax brackets.
With progressive tiers, each rate applies only to the slice of revenue inside its bracket. Move the slider to see a sample calculation. Standard commissions are available on every plan; progressive tiers start on Scale.
Revenue from referred clients this month
$5,000
Commission owed
Example rules and sample figures. Your firm sets its own rates and brackets, and GoRefer calculates commission records from them.
Rewards & recognition
Make recognition
part of the process.
Bring your reward catalog, referral milestones and redemptions into one workspace. Your firm chooses what to offer and how to fulfill it. Catalog items, value and availability depend on your configuration.
Library access is included in every plan. Plan tiers determine access to the platform rewards shelf; your firm manages its own catalog alongside it.
A clear reward workflow
Build your catalog
Choose rewards your firm can fulfill. Set the client value, your cost, available stock and delivery details.
Review the redemption
Check availability when a request is made. Use your firm's configured approval rules to review it.
Record fulfillment
Keep the reward, recipient and fulfillment status together. Inventory updates when fulfillment is recorded.
Gift cards & merchandise
Items, quantities and delivery details configured by your firm.
Experience & travel certificates
Certificates with their own terms, costs and availability.
Donations & service credits
Firm-provided recognition with a recorded redemption.
Your firm’s growth. All connected.
CONNECTHUB
Your familiar tools.
Working together.
Send client records to QuickBooks and Google Sheets, create calendar events, and bring mapped records into GoRefer.
Mapped ConnectHub imports and connections require Scale or Enterprise. Basic bulk user import is available on every plan.
Commission payouts
Payroll exports ↗Supported tax forms
AutoFill (Beta) ↗QuickBooks Online
Creates QuickBooks customers from GoRefer clients.
Google Sheets
Exports GoRefer client rows to a Google Sheet.
Google Calendar
Creates calendar events from GoRefer appointments.
CSV / Excel import
Bulk-import records, with field mappings suggested from your file's column headers.
Inbound webhook
Receives mapped records through an inbound webhook.
Take a closer look.
See what GoRefer supports today, read the published security controls, and watch the workflow in action.
Supported tax software
AutoFill is in beta: it works with supported professional tax software and helps with data entry, entering approved intake data into supported fields. The preparer is solely responsible for reviewing and verifying every entry and for signing and submitting the return.
See how it works →Security posture
Read the documented security controls, access policies and their limits. Contact the team if your firm needs security documents for its own review.
Trust Center →The product itself
The video previews AutoFill 2.0 with sample client data. The 7-day free trial opens the Scale feature set so you can explore the wider platform.
Preview AutoFill 2.0 →Plans for your next stage
Simple monthly pricing.Built for tax firms.
Three plans. Add seats as you grow. Start with a free 7-day trial on Scale. $0 due today.
Save with annual billing
Growth
Solo practitioners and small firms
$149
/mo
or $1,430/yr — Save $358/year vs monthly
+ $199 one-time setup fee
5 seats
100 referrals/month
2 Gio Sites landing pages (drafts count)
200 Gio AI credits/mo
Commission tracking
Client sweepstakes
Email support
Scale
Growing EROs scaling operations
$279
/mo
or $2,678/yr — Save $670/year vs monthly
+ $499 one-time setup fee
12 seats
500 referrals/month
5 Gio Sites landing pages (drafts count)
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 $1,438/year vs monthly
+ $799 one-time setup fee
30 seats
2,000 referrals/month
15 Gio Sites landing pages (drafts count)
1,750 Gio AI credits/mo
Everything in Scale, plus:
Dedicated support
Phone support
SECURITY & TRUST
Controls for
sensitive work.
Clear permissions. Protected information. Visibility into the actions that matter to your firm.
Explore the Trust CenterSensitive-field encryption
Supported sensitive fields are encrypted, with access limited to authorized preparation workflows.
Stripe-powered payments
Stripe holds the card for your subscription. Clients can pay your invoices through your firm's own Stripe account (Stripe Connect).
Firm-scoped access
Each firm's records are kept separate from other firms', and permission checks limit who can see them.
2FA & audit records
Enable two-factor authentication with backup codes. Use role permissions and audit records for oversight.
A few things to know
Your questions,
answered.
Get clear on trials, pricing, payouts and setting up your firm.
GoRefer calculates commissions and bonuses from your rules and prepares a payout run with export files for your payroll or bank. You review and approve the run, pay your preparers through your own payroll or bank, then mark it paid. GoRefer doesn't pay your preparers; your firm does. Standard commissions and payout runs are included on every plan; Scale and Enterprise add progressive tiers, preparer overrides and batch payout runs.
Growth: $149/month or $1,430/year, plus $199 one-time setup; 5 seats, 100 referrals/month, 200 GIO credits/month and 100 MB storage. Scale: $279/month or $2,678/year, plus $499 one-time setup; 12 seats, 500 referrals/month, 650 GIO credits/month and 500 MB storage. Enterprise: $599/month or $5,750/year, plus $799 one-time setup; 30 seats, 2,000 referrals/month, 1,750 GIO credits/month and 2 GB storage. Scale adds progressive commissions, workflows and ConnectHub integrations. Enterprise adds FirmIQ intelligence and white-label features. See Pricing for current prices and limits.
Yes. Clients have a portal for referral links, referral activity and available rewards. Landing pages built in Gio Sites help collect introductions and credit the client who shared the link. Reward access and sweepstakes follow your firm's configuration and plan limits.
Client ranks progress from Explorer to Navigator, Captain and Admiral by referral count. Preparers can participate in competitions and challenges using the configured metrics and rewards. Competition, challenge and sweepstakes allowances depend on plan.
Guided onboarding helps you configure your firm, invite a team and import data. Review compensation, permissions and branding before going live. Setup time depends on your data and configuration; training and support resources are available.
You can import users and practice records from CSV or Excel files. Check the field mapping and any validation messages before you save. Scale+ ConnectHub connections create QuickBooks customers, export clients to Google Sheets and create Google Calendar events; they are not two-way data synchronization.
Plans offer monthly or annual billing. Free trial: 7 days. Cancel before it ends and you aren't charged. 30-day money-back guarantee on your first subscription payment, monthly or annual. Annual plans: a full refund if you cancel within 30 days of an annual charge, including a renewal. Monthly plans have no contract. After your first payment's 30 days, you can cancel anytime. Cancellation takes effect at the end of the month you paid for, and partial months aren't refunded. Setup and onboarding fees are non-refundable. Services already used are non-refundable: texts, calls, phone numbers and Gio credits already spent. Gio credit packs (firm or personal): unspent credits are refundable within 30 days of purchase, and a refund removes them. Purchased credits expire 60 days after purchase. Unused phone and text balance is refunded on request when your firm closes its account.
Let's talk about your firm.
Start your free trial or get a hand from our team.