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Cookie Policy

Version 1.5 · Last updated: October 12, 2026

This Cookie Policy explains how GoRefer.io LLC ("GoRefer," "we," "us" or "our") uses cookies and similar technologies when you visit our websites and use our Service. It also covers the academy where learners buy and take courses from tax firms, at gorefer.academy, at addresses ending in .gorefer.academy and on the custom domains firms connect to their academy. The academy's store pages count visits without cookies and run no advertising or analytics tags; section 2A of the Privacy Policy explains the counter. Please read it with our Privacy Policy. To opt out of sharing for advertising, see Your Privacy Choices.

1. What Are Cookies?

Cookies are small text files that are placed on your device (computer, smartphone, or tablet) when you visit a website. They are widely used to make websites work more efficiently, provide information to website owners, and enable certain features.

Cookies can be "session cookies" (which are deleted when you close your browser) or "persistent cookies" (which remain on your device for a set period or until you delete them).

2. How We Use Cookies

We use cookies for the following purposes:

  • Essential cookies: Required for the Service to function properly (authentication, security)
  • Analytics: Help us understand how visitors interact with our website
  • Functional cookies: Remember your preferences and settings
  • Attribution cookies: Credit the affiliate or referral link that introduced you to us

3. Types of Cookies We Use

3.1 Essential Cookies

These cookies are strictly necessary for the operation of our Service. They enable core functionality such as security, authentication, and session management. You cannot opt out of essential cookies.

Cookie NamePurposeDurationProvider
refresh_token / sa_refresh_tokenAuthentication cookies used by the separate GoRefer application, not required to browse this public websiteAuthentication-session policyGoRefer.io application
auth_role / auth_statusApplication authentication and role-routing indicatorsAuthentication-session policyGoRefer.io application

3.2 Analytics Cookies

We use two analytics systems on this marketing website, and we do not load Google Analytics on our own sites. First, our own first-party measurement stores two identifiers in your browser's local and session storage and sends page views, referrer, screen size, language and time zone to our own servers. Second, we use HeyCatch, a third-party analytics service, which stores its own identifiers and receives page views and interaction events. If your browser sends a "Do Not Track" or Global Privacy Control signal, neither system is loaded: no identifier is created and nothing is sent.

On our public webinar registration pages at app.gorefer.io/webinar/ we measure how visitors move through the page so we can improve it. We keep this measurement for 90 days. None of it is collected when your browser sends Do Not Track or Global Privacy Control; we only count the visit.

The Meta Pixel loads on this public marketing website when marketing measurement is turned on, and on our own public webinar registration pages at app.gorefer.io/webinar/. On both, the Pixel is not loaded when your browser sends Do Not Track or Global Privacy Control, and our servers send Meta nothing about your visit either. A firm can also add its own tags to a landing page it publishes through GoRefer; those tags are the firm's, not ours (section 3.5). See section 3.4 for our advertising measurement.

Neither analytics system runs inside the GoRefer application. Once you sign in at app.gorefer.io, no third-party analytics or advertising tag is loaded. The signed-in application handles taxpayer data, so we keep third-party measurement out of it. Error monitoring (Sentry) still runs there; it is described in our sub-processor list. The webinar registration pages on that same domain are public pages you reach before signing in, and use the Meta Pixel described in section 3.4.

Cookie NamePurposeDurationProvider
gr_vid (local storage)First-party visitor identifier used to distinguish new from returning visitorsUntil you clear site dataGoRefer.io
gr_sid (session storage)First-party session identifier used to group page views into one visitSessionGoRefer.io
gr_webinar_session (session storage)First-party session identifier on our public webinar registration pages (app.gorefer.io/webinar/ and /join/), used to measure how visitors move through the page. Not created when your browser sends Do Not Track or Global Privacy Control.Session (cleared when the tab closes)GoRefer.io
HeyCatch analytics storageThird-party analytics on this marketing website only, never inside the signed-in application. Distinguishes visitors and groups page views into visits. Not created when your browser sends Do Not Track or Global Privacy Control.Until you clear site dataHeyCatch

3.3 Functional Cookies

These cookies enable enhanced functionality and personalization, such as remembering your preferences.

Cookie NamePurposeDurationProvider
gorefer_chat_session (local storage)Restores an active support-chat session when chat is used24-hour application expiryGoRefer.io
chatWidgetPosition / chatLeadForm (local storage)Remembers chat placement and form details when those controls are usedUntil you clear site dataGoRefer.io
gorefer_exit_popup_dismissed (local storage)Remembers dismissal of the newsletter popupUntil cleared; dismissal timing is checked by the popupGoRefer.io
gr_privacy_choice (local storage)Remembers that you opted out of sale and sharing on our Your Privacy Choices page, so the Meta Pixel does not load on this website in this browserUntil you clear site dataGoRefer.io

3.4 Marketing and Advertising Cookies

On this marketing website, a first-party attribution cookie remembers an affiliate or referral link so that it can be credited if you sign up.

We also advertise GoRefer on Meta's platforms (Facebook and Instagram) and measure which of those ads lead to visits and webinar registrations. The Meta Pixel runs on this public marketing website, when marketing measurement is turned on, and on our webinar registration pages at app.gorefer.io/webinar/. It sets the cookies listed below and reports page views and webinar registrations to Meta. When you register for a webinar, we also send Meta your email, phone and name in scrambled form, plus browser identifiers, so Meta can tell us which ads led to registrations. California law treats this as "sharing"; you can opt out on our Your Privacy Choices page.

Nothing about your taxes is ever sent to Meta, and nothing at all from inside the signed-in application. You can block the Pixel with your browser's tracking protection or an ad blocker, and we make no attempt to work around either.

Cookie NamePurposeDurationProvider
gorefer_affiliate_refRemembers which affiliate or referral link brought you to us, so the referral is credited if you sign up90 daysGoRefer.io
_fbpSet by the Meta Pixel on this marketing website and our public webinar registration pages. Identifies your browser so that a registration can be matched to the ad that led to it.90 daysMeta Platforms
_fbcSet by the Meta Pixel on this marketing website and our public webinar registration pages if you arrived from a Meta ad. Stores that ad's click identifier.90 daysMeta Platforms

3.5 Tags on Firms' Landing Pages

Firms that use GoRefer publish landing pages at app.gorefer.io/p/ and at addresses ending in goreferme.to. A firm can add its own tags to its pages: the Meta Pixel, Google Analytics, Google Ads and the TikTok pixel. These tags report to the firm's own accounts, and the firm is responsible for them. We only host the page and load the tags on the firm's instructions (section 1.5 of our Privacy Policy). A page loads only the tags its firm has added.

The firm's tags load only after you agree in the page's cookie notice. They do not load when your browser sends Global Privacy Control. When you send the page's form, the firm's tags may report that a form was sent, and if the firm has connected Meta's server-side measurement, we send the firm's Meta account the contact details you entered in scrambled form. For questions about a firm's tags, contact that firm.

Cookie NamePurposeDurationProvider
_fbp / _fbcSet by the firm's Meta Pixel, if the firm has added one. Identify your browser and, if you arrived from a Meta ad, that ad's click, so the firm can measure its ads.90 daysMeta Platforms, for the firm
_ga / _ga_<ID>Set by the firm's Google Analytics tag, if the firm has added one. Distinguish visitors so the firm can measure use of its page.Up to 2 yearsGoogle, for the firm
_gcl_auSet by the firm's Google Ads tag, if the firm has added one. Lets the firm measure which of its Google ads led to a form being sent.90 daysGoogle, for the firm
_ttpSet by the firm's TikTok pixel, if the firm has added one. Identifies your browser so the firm can measure its TikTok ads.Up to 13 monthsTikTok, for the firm

4. Third-Party Cookies

Some cookies are placed by third-party services that appear on our pages. We do not control these cookies. The third parties are:

  • Stripe: Payment processing, on checkout and billing pages - Privacy Policy
  • Meta Platforms: Advertising measurement on our public marketing and webinar registration pages (section 3.4), and on a firm's landing page when that firm adds its own Pixel (section 3.5) - Privacy Policy
  • Google and TikTok: Only on a firm's landing page, when that firm adds its own tags (section 3.5) - Google Privacy Policy, TikTok Privacy Policy

For the full list of vendors that process data on our behalf, see the Trust Center sub-processor register.

5. Managing Cookies

5.1 Cookie Consent

We do not show a cookie consent banner on our own websites. The cookies and browser storage described above are strictly necessary, remember a choice you made, or measure use of the site. Our measurement, HeyCatch and the Meta Pixel on this website and on our webinar registration pages do not load when your browser sends Do Not Track or Global Privacy Control, and our servers then send Meta nothing about your visit.

On a firm's landing page, the firm controls its own tags and cookie notice. Its tags load only after you agree in its cookie notice. They do not load when your browser sends Global Privacy Control.

You can remove cookies at any time in your browser settings, as described below, and browser tracking protection or an ad blocker will stop advertising tags from loading. For privacy questions or requests, contact legal@gorefer.io.

5.2 Browser Settings

Most web browsers allow you to control cookies through their settings. You can:

  • Block all cookies
  • Block only third-party cookies
  • Delete cookies when you close your browser
  • Browse in "private" or "incognito" mode

Please note that blocking essential cookies may prevent our Service from functioning properly.

5.3 Browser-Specific Instructions

To manage cookies in your browser, please refer to:

6. Do Not Track

Some browsers have a "Do Not Track" (DNT) setting, and newer ones send a Global Privacy Control (GPC) signal, asking sites not to track you. Our website analytics, our webinar page measurement and the Meta Pixel on this website and our webinar registration pages honor both: when either signal is present, they do not load, so no visitor or session identifier is created and no page-view data is sent to them. We treat Global Privacy Control as a request to opt out of sale and sharing. Essential and preference cookies still apply, because the Service cannot work without them.

On our webinar registration pages, one thing is still counted. The visit itself is added to our own traffic total as an opted-out visit. Nothing is stored in your browser for it, nothing follows you from it, and nothing is sent to Meta.

Tags on a firm's landing page honor Global Privacy Control, not Do Not Track. When your browser sends GPC, the tags a firm has added to its landing page (section 3.5) do not load, and nothing about a form you send there goes to the firm's Meta account. Those pages do not check the older Do Not Track signal.

7. Similar Technologies

In addition to cookies, we may use similar technologies such as:

  • Web beacons (pixels): Small graphic images used to track user behavior
  • Local storage: Data stored in your browser for functionality purposes
  • Session storage: Temporary data stored during your browsing session

8. Changes to This Policy

We may update this Cookie Policy. We will post the new version on this page with its date, and we will email account holders before a material change takes effect.

9. Contact Us

If you have questions about this Cookie Policy, please contact us at:

GoRefer.io LLC, Dallas, Texas
Email: legal@gorefer.io
Website: https://gorefer.io