REWARDS LIBRARY

Give Clients a Reason
to Send More Referrals

A curated catalog of travel, dining, and lifestyle rewards built directly into GoRefer. No fulfillment hassle. No extra cost. Just happier clients who refer more.

Travel Vouchers

Dining Credits

Lifestyle Rewards

Zero Fulfillment

7-day free trial

No credit card

Cancel anytime

app.gorefer.io/rewards

Rewards Library

24 rewards available

$200 Flight Voucher

Travel

18 issued

Weekend Hotel Stay

Travel

12 issued

$75 Dining Credit

Dining

34 issued

Vacation Package

Travel

7 issued

Coffee Shop Bundle

Dining

29 issued

$100 Gift Card

Lifestyle

21 issued

Curated reward catalog — issue rewards in one click, no fulfillment required.

THE CATALOG

Rewards Clients Actually Want

Four reward categories. Dozens of options. All included in your GoRefer plan.

Most Popular

Travel & Getaways

Weekend escapes, hotel stays, resort packages, and flight vouchers from top travel partners.

Crowd Favorite

Dining Experiences

Restaurant gift cards, chef's table experiences, and local dining credits at national chains and independents.

Flexible

Lifestyle & Shopping

Amazon, Visa gift cards, spa credits, and curated retail vouchers clients can use however they like.

Premium

Entertainment

Streaming subscriptions, event tickets, concert passes, and experiential rewards for memorable moments.

Rule-Based Reward Issuance

Configure automatic reward triggers based on referral count, client tenure, or campaign participation. GoRefer evaluates rules and issues rewards without requiring any manual action.

Trigger on 1st, 5th, 10th referral conversion

Campaign-specific reward tiers (e.g., tax season bonus)

Stacking rules: combine rewards for milestone clients

Admin approval workflow for high-value rewards

Reward Rules — Active

1st referral converts

$50 Dining Credit

Auto-issue

47 issued

3rd referral converts

$100 Gift Card

Auto-issue

18 issued

5th referral converts

$200 Flight Voucher

Admin approval

9 issued

10th referral converts

Weekend Hotel Stay

Admin approval

3 issued

Client Reward Portal

Clients see their rewards and redemption status in their GoRefer client portal. Full transparency drives repeat referral behavior — clients know exactly what they're working toward.

Client portal shows earned and pending rewards

Real-time notifications: 'Your reward is ready!'

Redemption history and expiry tracking

Shareable referral link embedded in reward emails

Maria V. — My Rewards

4 referrals sent • 3 converted

$200 Flight Voucher

READY

Earned for 3rd referral conversion · Expires Jun 2026

$75 Dining Credit

Redeemed

Used Feb 2026

Next reward: 1 more referral to unlock →

Zero Fulfillment Overhead

GoRefer handles all reward logistics through established partner networks. You never need to track down gift cards, call vendors, or manage inventory. Choose a reward, issue it, done.

All rewards fulfilled through GoRefer partner networks

Delivery confirmation tracked in your dashboard

No inventory management or physical shipments

Reward catalog refreshed regularly with new options

Fulfillment Summary — March 2026

Rewards issued

34

Fulfilled by GoRefer

34

Pending redemption

11

Avg fulfillment time

< 2 min

✓ 100% automated — zero admin time spent on fulfillment

HOW IT WORKS

Rewards Without the Work

01

01

Referral Converts

When a referral from a client converts to a paying customer, GoRefer automatically evaluates the configured reward rules.

02

02

Reward Issued

The matching reward is selected from the library and a redemption email is sent to the client with their unique code.

03

03

Client Redeems

The client browses the reward catalog and redeems their choice. You see confirmation in your dashboard — zero administrative effort.

FAQ

Rewards Library Questions

Every GoRefer plan includes access to travel vouchers (flights, hotels, vacation packages), dining experiences, and lifestyle rewards. The catalog is curated and updated regularly — no extra cost.

Clients receive a unique redemption code via email and SMS when a reward is issued. They follow the link to choose their specific experience from the catalog options within that reward tier.

No. GoRefer handles all reward fulfillment through partner networks. You choose the reward type and amount — we handle the rest, including delivery confirmation.

Yes. Admins configure reward tiers in the settings — for example, a $50 dining reward for the first referral, $100 travel voucher for the fifth. Rules can be customized per campaign.

Absolutely. Rewards (for clients) and commissions (for preparers) are independent systems. A single referral can trigger both a client reward and a preparer commission.

Tax treatment of reward programs varies. We recommend consulting your firm's accountant on 1099 reporting for rewards exceeding IRS thresholds. GoRefer provides reward history exports for your records.

Turn every referral into a memorable experience.

GoRefer's Rewards Library is included in every plan. Start rewarding clients in minutes.

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