Make earnings clear. Keep payouts accountable.
Bring commission records, configurable compensation and payout runs into one practice workflow. Give preparers a clearer view of the work behind their earnings.
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Commissions
Current interfaceStandard commissions and payout runs with export files are included on every plan. Progressive tiers, preparer overrides and batch payout runs require Scale or Enterprise. GoRefer doesn't pay your preparers; your firm does. GoRefer never holds or moves your money.
01
Return-level commission records
02
Progressive tiers on Scale+
03
Review before payment
Commissions,
in practice.
Compensation should be understandable to the person calculating it and the person earning it. Keep the record, the rate and the payout connected.
01
Choose the right commission structure
Use standard commissions, or configure progressive tiers on Scale and Enterprise. Progressive calculations apply marginal rates to the returns in each tier.
- Separate Records and Tier Configuration views
- Configurable return thresholds and rates
- Preparer Overrides on Scale and Enterprise
02
Add the incentives your plan supports
Configure bonuses alongside commissions. The product supports monthly volume, fast start, loyalty, seasonal volume, preparer recruiting and client incentive bonuses.
- Bonus availability and count depend on plan
- Preparer exclusions and configuration controls
- Calculated records remain available for review
03
Approve, pay and track
GoRefer calculates what each preparer is owed and prepares a payout run. Approve it, export the payroll or contractor file and pay through your own payroll or bank, then mark the run paid. Or send 1099 payouts straight from your own Stripe account and GoRefer marks each one paid when Stripe sends it.
- Payout reports and export files for payroll (W-2) and contractors (1099)
- 1099 payouts from your own Stripe account, on your approval
- Approval and paid-status tracking
- Batch payout runs on Scale+
A clear path from setup to action.
01
Configure compensation
Set the standard rate or eligible tier configuration, then choose the bonuses that apply.
02
Calculate and review
Use return data to calculate commissions. Review records and resolve exceptions before approval.
03
Approve, pay and mark paid
Approve the payout run. Export it and pay through your own payroll or bank, then mark it paid, or send 1099 payouts from your own Stripe account.
The details
that matter.
On Scale and Enterprise, preparer overrides let authorized staff set individual commission rates. This does not imply separate payroll or employment-contract management.
The calculation uses the configured compensation rules and return data. Standard and progressive tier calculations generate records that can be reviewed before payout.
No. GoRefer calculates commissions and prepares payout reports and export files, including formats for Gusto and QuickBooks payroll. W-2 preparers are paid through your payroll, with the export file. 1099 preparers are paid with the export file, or straight from your own Stripe account when you approve the run in GoRefer. GoRefer never holds or moves your money. Stripe charges its own fee for each payout.
Monthly volume, fast start, loyalty, seasonal volume, preparer recruiting and client incentive. Your plan limits how many bonus types you can configure.
The 7-day free trial uses the Scale feature set. Enterprise-only capabilities are not part of that trial. A card is required to start the trial, and nothing is charged that day. When the trial ends, the plan you chose begins and is billed to that card, with its one-time setup fee, unless you cancel before then. Your card is held by Stripe, our payment processor; GoRefer never stores card details.
Make room for a more connected practice.
7-day free trial · $0 due today