Your Entire Practice in One Place
Client lifecycle management, scheduling, task tracking, and document organization — built specifically for tax and accounting firms.
Smart Scheduling
Document Vault
Pipeline Views
Task Management
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Clients
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Sarah Johnson
Michael Chen
Emily Davis
James Wilson
March 2026
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10:30 AM — Sarah Johnson — Tax Review
Tasks
Review Chen 1040
Call Anderson re: extension
Prepare Wilson estimates
Client management, scheduling, and tasks — unified in one dashboard.
Your Practice Runs on Too Many Tools
7+
tools on average
that tax firms juggle for CRM, scheduling, tasks, documents, billing, and communication
$450
per month
spent on disconnected SaaS subscriptions that don't talk to each other
3hrs
per day
lost to context-switching between tools, re-entering data, and searching for information
100%
integrated
GoRefer CRM connects natively with referrals, intake, commissions, and every other module
Client Lifecycle Management
Track every client from first referral through funded return and beyond. Pipeline views show exactly where each client stands, what's needed, and who's responsible.
Kanban and list views with custom pipeline stages
Client profiles with full history, documents, and notes
Automatic status updates from connected modules
Bulk actions for efficient client management
Client Pipeline
New Lead
8
Maria S.
James P.
Intake
5
Carla R.
Tom W.
In Prep
12
Anna K.
+10 more
Funded
34
34 clients
this month
Smart Scheduling & Calendar
Built-in calendar with shared schedules, client booking links, Google Calendar sync, and automatic reminders. Manage appointments without leaving GoRefer.
Individual and shared team calendars
Client self-scheduling with available time slots
Automatic email and SMS appointment reminders
Google Calendar bi-directional sync
April 2026
8 appointments
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TODAY'S APPOINTMENTS
10:00 AM
Jennifer M.
2:30 PM
Robert C.
Task Management & Workflows
Create, assign, and track tasks with priorities, due dates, and dependencies. Tasks connect to clients, returns, and automations — everything stays in context.
Priority-based task lists with due dates and assignments
Task templates for common workflows (onboarding, filing, review)
Automatic task creation from FlowBuilder automations
Progress tracking with completion statistics
My Tasks
5 pending
Review intake — Sarah K.
High
Today
Send engagement letter — Chen Ltd.
High
Today
Follow up: James P. documents
Med
Apr 5
✓
Complete 1040 — Martinez
Med
Apr 6
✓
Upload prior returns — Wilson
Low
Apr 8
Secure Document Vault
Every client document organized, versioned, and secured. W-2s, 1099s, engagement letters, signed returns — everything in one searchable vault with retention policies.
Drag-and-drop upload with automatic categorization
Version tracking and audit trail for every document
Role-based access control and secure sharing links
Configurable retention policies and automated cleanup
Document Vault
3 clients
Sarah Kim
Complete
W-2
1099
Return
4 files · 8.2 MB
James Peterson
Pending
W-2
Prior
2 files · 2.1 MB
Chen & Associates
Review
K-1
1120S
Schedule
7 files · 22.4 MB
Practice Management Made Simple
01
01
Import & Organize Clients
Import your client list or start fresh. GoRefer automatically organizes clients into pipeline stages with tags, status, and history.
02
02
Manage Daily Operations
Use the calendar, task list, and client view to manage your day. Everything connects — a client note links to their intake, returns, and history.
03
03
Track Through Completion
Follow every client from referral to funded return. Pipeline views show exactly where each client stands and what needs attention.
How Firms Use GoRefer CRM
Client Onboarding Pipeline
Track new clients from initial referral → intake → document collection → preparation → review → filing → funded. Each stage has automatic triggers and notifications.
Seasonal Scheduling
During tax season, manage 100+ appointments per week with shared calendars, automatic reminders, and conflict detection across preparers.
Document Management
Organize every client document — W-2s, 1099s, engagement letters, signed returns — with version tracking, secure sharing, and retention policies.
CRM Questions Answered
Yes. Import from CSV, Excel, or directly from other tax software. Our migration wizard maps fields automatically and handles deduplication.
GoRefer integrates with popular tax software through ConnectHub. Import client data, sync filing status, and track returns across systems.
The built-in calendar supports individual and shared schedules, client booking links, automatic reminders, Google Calendar sync, and availability management.
Yes. Share your booking link and clients pick from available time slots. Automatic confirmations, reminders, and calendar sync included.
The CRM is fully responsive and works on any device. Native mobile apps for iOS and Android are available for push notifications, quick client lookup, and task management on the go.
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