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Each client or preparer gets a unique referral link and code (e.g., C12345678 for clients, PREP12345678 for preparers). Referral Partners get special R-prefix codes for power referrers. When someone submits through a branded landing page, GoRefer.io automatically captures their info, assigns credit to the referrer, tracks status from invited → signed_up → active, and monitors conversion from pending → converted → funded. You can track funding status, assigned preparers, and master return IDs.

Yes! GoRefer.io supports progressive commission tiers with tax-bracket-style marginal rates — Bronze (1–10 returns, 40%), Silver (11–25, 50%), Gold (26–49, 60%), and Platinum (50+, 80%). You can also use flat-rate standard commissions. On Scale and Enterprise plans, you can set per-preparer commission overrides with custom rates. All commission calculations run through a unified calculation engine that generates per-return records and preparer summaries automatically.

Our Rewards Library includes curated travel, dining, and experience vouchers delivered instantly via email. Beyond rewards, GoRefer.io has a complete incentive ecosystem: tiered client rewards for referral milestones, client appreciation rewards (one-time manual rewards with custom messages), vacation sweepstakes with configurable prizes and entry rules, and a unified Redemption Hub that aggregates all claims. Reward approval can be set to auto-approve or manual admin review.

Gamification keeps clients and preparers engaged year-round. The Client Rank System awards tiers — Explorer (0+), Navigator (5+), Captain (25+), Admiral (50+ referrals) — with visual progress tracking. Run time-bound competitions (monthly, quarterly, seasonal, annual) ranked by returns, revenue, or client count with configurable prizes. AI-driven Challenges analyze preparer performance gaps and generate personalized growth opportunities with cash or recognition rewards. Plus vacation sweepstakes, leaderboards, achievement badges, and activity feeds.

Real-time dashboards show referral volume, conversion rates, funding status, preparer performance, and reward ROI. On Enterprise plans, the FirmIQ Intelligence Engine adds ML-powered churn prediction, client return forecasting, industry benchmarks with percentile rankings, firm health scores, Monte Carlo revenue simulations, and AI-generated optimization recommendations for commission tiers, bonus configs, and staffing. Export everything in CSV or Excel.

Yes! Each preparer gets a branded portal to track referrals, view earnings, see leaderboard rankings, manage clients, and participate in competitions and challenges. Admins control access through role-based permissions with granular grant/revoke capabilities. You can also exclude specific preparers from bonuses, commissions, leaderboards, or competitions individually or with a master toggle.

Gio is a full AI platform built into GoRefer.io with multiple capabilities: Lane A Chat for clients (daily limits by plan), Lane B Chat for preparers (full research), Board Room for strategic firm-level insights, Research Mode for deep-dive tax analysis, Senior Review Memo generation with sign-off workflow, Content Studio for emails/proposals/social media, Document Analysis with OCR (Azure Document Intelligence), Document Chat for context-aware Q&A, and Cases for tax case management. Credits included in every plan — Chat: 1, Research: 3, Memo: 5, Board Room: 5, OCR: 5, Content: 3.

Yes! GoRefer.io has a full CRM suite: client database with lifecycle management (lead → active → inactive → returning), interaction tracking with categorized notes (call logs, meetings, follow-ups), appointment scheduling with conflict detection and business hours configuration, staff availability management, task management with priority and assignment, bookmarks with favicon auto-detection, global search across all entities, and lead pipeline with assignment and conversion tracking.

Our Smart Tax Intake offers two modes: a Traditional Wizard with 22 sections across 9 steps (personal info through e-signature), and a Conversational Gio Mode where AI guides clients through the process naturally. Both modes include automatic PII encryption (SSN, EIN, bank accounts), per-section progress tracking, document upload support, and a review workflow (submitted → under_review → accepted/rejected). Clients can complete intake via public token URLs without creating an account.

Absolutely. FlowBuilder lets you create event-driven automations with 30+ trigger types (referral.created, client.funded, commission.calculated, intake.submitted, schedule.daily, and more) and 12 action types (send_email, send_sms, create_task, assign_lead, update_field, webhook, calculate_commissions, generate_payout, etc.). ConnectHub provides native integrations with QuickBooks Online, Google Sheets, Google Calendar, CSV/Excel import, and inbound webhooks with HMAC verification — all with configurable sync schedules and conflict resolution.

GoRefer.io has 6 configurable bonus types: Monthly Volume Bonuses (4 tiers, e.g., 15 returns→$150 up to 50→$1,000), Seasonal Volume Bonuses (3 tiers for total season returns), Fast Start Bonus (e.g., 10 returns in 14 days from IRS opening→$150), Loyalty Bonus (per returning client, e.g., $25 each), Preparer Recruiting Bonuses (3 milestones for recruiting new preparers), and Client Incentive Tiers (milestone rewards for funded referrals). Each type can be independently enabled/disabled with fully customizable thresholds and amounts.