The Story Behind GoRefer.io
We help tax offices track referrals, reward the people who bring in new clients, and stop leaving growth on the table.
Why We Built GoRefer.io
Most tax offices handle referrals the same way they have for years — spreadsheets, sticky notes, maybe a verbal promise to pay someone back later. It works until it doesn't. Referrals get lost, preparers stop bothering, and the office misses out on new clients.
GoRefer.io fixes that. It gives tax offices — whether you're a solo practitioner or running multiple locations — one place to track every referral. The system handles the tracking automatically, makes reward payouts simple, and lets preparers see exactly how they're doing.
We also built Gio, an AI assistant that helps offices spot trends and make better decisions about their referral programs. The whole platform plugs into the tools tax pros already use, so there's no learning curve or extra hassle.
2025
Founded
10+
Years in Tax Prep
15+
Years in Business Operations
What Drives Us
Innovation First
Tax offices shouldn't need complicated software to manage referrals. We keep things simple so you can spend your time on clients, not on tools.
Built for Tax Pros
We built this for the people who actually work in tax offices. Every feature comes from real problems we have seen in the field, not from a whiteboard.
Transparency & Trust
Preparers should know exactly where they stand. We make sure referrals are tracked fairly and rewards are paid out without the runaround.
Meet the Team
The people behind GoRefer.io.
Jonathan Mitchell is a seasoned business operations and transformation leader with over 15 years of experience delivering strategic impact for Fortune 500 organizations. He has led national readiness initiatives across digital, retail, and care channels, managing multimillion-dollar portfolios and enabling high-performance execution at scale.
Throughout his career, Jonathan has designed and executed tiered incentive programs that drive acquisition, activation, referrals, and retention across platforms serving over 40,000 monthly active users. His experience spans building high-volume incentive engines, defining eligibility rules, payout logic, thresholds, and controls, and wiring full workflows with automated tracking, reporting, and audit-ready documentation. He has also developed certification programs that increase adoption and quality, including curriculum design, enablement paths, and ongoing compliance supported by dashboards and scorecards.
With more than a decade of hands-on experience in tax preparation for both individuals and businesses, Jonathan brings a rare combination of enterprise-level operational expertise and deep, frontline knowledge of the tax industry. He founded GoRefer.io to solve the referral management challenges he witnessed firsthand, building a platform rooted in the real workflows of tax professionals.