CONNECTIONS / CONNECTHUB
Your tools.
A connected practice.
Put your GoRefer client records to work in QuickBooks and Google Sheets. Send appointments to Google Calendar. Bring records in through mapped imports and webhooks.
INCLUDED ON SCALE & ENTERPRISE
A clear job for every connection.
These are ConnectHub connections, including CSV/Excel imports with field mapping. Basic bulk user import is a separate administrator tool available on every plan.
QuickBooks Online
Creates QuickBooks customers from GoRefer clients.
one-way, GoRefer → providerScale & Enterprise
Google Sheets
Exports GoRefer client rows to a Google Sheet.
one-way, GoRefer → providerScale & Enterprise
Google Calendar
Creates calendar events from GoRefer appointments.
one-way, GoRefer → providerScale & Enterprise
CSV / Excel import
Bulk-import records, with field mappings suggested from your file's column headers.
one-way, provider → GoReferScale & Enterprise
Inbound webhook
Receives mapped records through an inbound webhook.
one-way, provider → GoReferScale & Enterprise
These connections move data in one direction. Changes in QuickBooks or Google do not sync back to GoRefer.
From client payments to tax forms.
PAYMENTS
Stripe Connect
Connect your firm's own Stripe account so clients can pay your invoices online. Clients pay your invoices into your firm's own Stripe account, and your firm is the merchant of record. GoRefer's 1% platform fee is deducted automatically from each payment. Commission payouts work differently: GoRefer prepares payout runs and export files, and your firm pays its preparers through its own payroll or bank.
Explore commissionsTAX SOFTWARE · BETA
GoRefer AutoFill
AutoFill is in beta: it works with supported professional tax software and helps with data entry, entering approved intake data into supported fields. The preparer is solely responsible for reviewing and verifying every entry and for signing and submitting the return. The preparer also completes any fields AutoFill does not support and any step it hands back.
Explore AutoFill