Works With the Tools You Already Use
GoRefer's ConnectHub connects to Stripe, QuickBooks, Google Workspace, AWS SES, and more — native integrations built in, no middleware required.
8+
Native integrations
All
Plans include CSV & Stripe
Zero
Middleware needed
app.gorefer.io / connect-hub
Plan Availability
CSV / Excel Import
AWS SES Email
Stripe Connect
ElevenLabs Voice AI
QuickBooks Online
Google Sheets
Google Calendar
Inbound Webhooks
Plug Into Your Favorite Tools
Drake, Lacerte, QuickBooks, Google Workspace — one-click connections, zero custom code.
Native ConnectHub integrations — no middleware needed
CSV import on all plans for bulk data migration
QuickBooks, Google Sheets, Google Calendar on Scale+
Webhook support on Enterprise for custom workflows
Stripe Connect
Payments
QuickBooks
Accounting
Google Sheets
Spreadsheets
Google Calendar
Scheduling
CSV / Excel
Data Import
Webhooks
Enterprise
AWS SES
Chrome Extension
Coming Soon
ElevenLabs
Voice AI
Coming soon: Zapier · Chrome Extension autofill for 9 tax platforms ↓
Every Integration, Explained
What each connection does, what it syncs, and which plan unlocks it.
SC
Stripe Connect
Automated ACH direct deposit for preparer commissions and bonuses. Stripe Connect Express onboarding, multi-step payout approval workflow, and full reconciliation. Batch payout processing on Scale+.
ACH direct deposit
Payout approval workflows
Commission reconciliation
QB
QuickBooks Online
OAuth2 bi-directional sync for clients, invoices, and payments. Configurable sync schedules (manual, daily, weekly, monthly). Full sync history and error logging.
OAuth2 authorization
Bi-directional client sync
Invoice & payment sync
GS
Google Sheets
Export referrals, commission summaries, and client data directly to Google Sheets. Import data from Sheets back into GoRefer with intelligent field mapping and scheduled syncs.
One-click export
Scheduled sync
Field mapping
GC
Google Calendar
Two-way appointment sync between GoRefer's scheduling CRM and Google Calendar. Staff availability, conflict detection, and reschedule/cancel workflows stay in sync.
Two-way appointment sync
Conflict detection
Staff availability
CSV
CSV / Excel Import
Bulk import tax return data, client records, and preparer rosters from any spreadsheet. Intelligent field mapping with preview validation, 40+ supported fields, and reusable mapping templates.
40+ data fields
Preview before save
Reusable templates
WH
Inbound Webhooks
Receive real-time events from external systems via HMAC-verified webhooks. Custom payload mapping, retry logic, full delivery logs, and FlowBuilder integration for downstream automation.
HMAC verification
Custom payload mapping
FlowBuilder integration
SE
AWS SES
Automated transactional emails — referral invites, commission payouts, reward redemptions, and onboarding sequences. Branded templates with your firm's logo, colors, and a per-firm sender slug on the GoRefer-managed domain.
Branded email templates
Per-firm sender slug
Automated sequences
EL
ElevenLabs Voice AI
Gio's voice responses are powered by ElevenLabs — natural text-to-speech and speech-to-text for hands-free AI conversations. Used across client Lane A and preparer Lane B chat modes.
Text-to-speech
Speech-to-text
Gio AI integration
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