Autofill Tax Software in One Click
The GoRefer AutoFill extension populates Drake, TaxSlayer, TurboTax, ProConnect, and 6 more platforms with your client's full intake data — instantly, securely, and without a single keystroke.
10 Platforms Supported
One-Click Fill
IRS 4557 Compliant
AI Due Diligence
<60s
Avg. fill time per return
50+
Fields populated per client
10
Tax software platforms
0
PII stored in the browser
Works seamlessly with 10 major tax platforms
Drake Tax
TaxSlayer Pro
TurboTax (Pro)
ProConnect
UltraTax CS
Lacerte
ATX
H&R Block Pro
TaxAct Pro
BlueHero Tax
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
Built for Tax Professionals
Every feature you need, nothing you don't
Designed around IRS preparer obligations and real firm workflows.
One-Click Autofill
Fill entire tax software forms in a single click. GoRefer reads the open client file, maps every field, and populates the return — no typing required.
IRS Safeguards Compliant
All PII (SSN, EIN, bank accounts) is fetched fresh per session, never stored in the browser, and encrypted in transit with TLS 1.3.
Smart Field Detection
Works inside iframes, SPA routers, and multi-step wizards. Fills visible fields only — never blindly advances through wizard steps on your behalf.
Per-Field Error Reporting
If a field can't be filled (wrong page, optional wizard step, missing data), it's flagged by name — the rest of the return continues normally.
Undo & Preview Mode
Preview every field before it's written. Undo an entire fill session in one click. Full audit trail stored server-side for 90 days.
AI Due Diligence Generator
After you finish the return, generate a complete due diligence memo from the client's uploaded documents, notes, and intake data. Form 8867 Part V ready.
The Workflow
From client selected to return filled in under 60 seconds
01
Open a Client in GoRefer
Select your client in the GoRefer popup. The extension reads the tax software page open in the same browser and matches the hostname to the correct adapter.
02
Click Fill Return
GoRefer maps all client data to the software's fields and writes them in one shot — triggering every React/Vue change event the software expects so values are accepted.
03
Review & Correct
A per-field summary shows what was filled, what was skipped (optional fields not on the current page), and anything that needs your attention. Undo if needed.
04
Generate Due Diligence (Optional)
After filling, tap 'Generate Due Diligence' to produce an AI-powered memo from uploaded docs, client notes, and intake data. Review and email it to the client with one click.
Security & Compliance
No PII stored in browser
SSNs, EINs, and bank details are fetched live from the encrypted backend at fill time. Nothing sensitive ever lands in localStorage, cookies, or extension storage.
IRS Publication 4557 aligned
The extension is designed to meet your obligations under IRS Pub. 4557 (Safeguarding Taxpayer Data) — including the data-minimization and access-control requirements.
FTC Safeguards Rule ready
Your firm's Safeguards Rule WISP can cite GoRefer's architecture: encrypted transmission, session expiry, audit logging, and per-user access controls out of the box.
24-hour session enforcement
Extension sessions expire automatically after 24 hours — regardless of browser state. Refresh tokens are cleared on browser close (stored in chrome.storage.session, not local).
MV3 service worker only
All network calls go through the background service worker — never from the content script running on the tax software page. The tax software page can never observe or intercept GoRefer data.
SOC 2 aligned platform
GoRefer's backend is built to SOC 2 Trust Services Criteria with tamper-proof audit logging, RBAC, and annual penetration testing.
FAQs
Frequently asked questions
The extension targets the web-based versions of all 10 platforms (Drake Online, TaxSlayer Pro web, TurboTax Business, ProConnect, UltraTax CS web, Lacerte, ATX CCH, H&R Block Pro, TaxAct Pro, BlueHero Tax). It does not install on desktop-installed .exe versions.
The extension reports those fields as 'skipped — field not on current page' and continues filling all visible fields. It will never auto-click 'Next' or 'Continue' on your behalf; you control navigation.
An AI-powered feature included with the AutoFill Extension Add-On that analyzes the client's uploaded documents, preparer notes, and intake form to produce a structured memo covering Form 8867 categories (EITC, CTC, AOTC, HOH), risk flags, and recommended additional documents. It can be emailed directly to the client.
The current release targets Chrome and Chromium-based browsers (Edge, Brave, Arc). Firefox and Safari versions are on the roadmap.
AutoFill and Due Diligence require an active extension subscription through the separate Extension Add-On. The popup shows a clear upgrade prompt with a direct link to billing if the feature isn't enabled for your firm.
Stop re-keying data. Start filling returns.
GoRefer AutoFill is a separate $129/month recurring add-on. Install in 2 minutes, fill your first return in 60 seconds.
Start Free Trial14-day free trial · No credit card required · Cancel anytime