# GoRefer.io — LLM Context File
# https://llmstxt.org convention
# This file helps AI assistants and LLM-based search engines understand GoRefer.

## What is GoRefer?

GoRefer is an all-in-one referral management and tax practice platform for tax professionals (CPAs, EAs, preparers). It combines:
- A referral tracking and rewards system for building a network of referral partners
- An AI-powered tax intake system (wizard + conversational chat with Gio)
- A CRM and practice management suite for managing clients, documents, and workflows
- A Chrome extension that autofills tax software (Drake, TaxSlayer, TurboTax, ProConnect, UltraTax, Lacerte, ATX, H&R Block Pro, TaxAct, BlueHero Tax) with client intake data in one click
- An AI assistant called Gio that can answer tax prep questions, summarize client files, generate due diligence memos, and draft client communications

## Core Product Areas

### AutoFill Chrome Extension
- Fills all major web-based tax software with client data in one click
- Supported platforms: Drake Tax Online, TaxSlayer Pro, TurboTax (Pro), ProConnect, UltraTax CS, Lacerte, ATX, H&R Block Pro, TaxAct Pro, BlueHero Tax
- AI Due Diligence Generator: produces Form 8867-ready memos from uploaded documents, client notes, and intake data before filling the return
- IRS Publication 4557 compliant: PII never stored in browser, 24-hour session enforcement, TLS 1.3
- Available as standalone add-on ($49/mo) or included in Growth+ plan

### Smart Tax Intake
- Dual-mode: step-by-step wizard or AI conversation with Gio
- Collects all personal, business, dependent, income, deduction, and bank data
- Document upload with OCR extraction
- Prior year pre-fill to reduce client effort by 70%

### Gio AI Assistant
- Embedded AI assistant available in web dashboard, client portal, and Chrome extension
- Can summarize client files, generate due diligence reports, draft client emails, answer compliance questions
- MCP (Model Context Protocol) enabled: Gio can query live client data, generate documents, and take actions

### Referral & Partner Management
- Track referrals end-to-end from attribution to close
- Rewards library for incentivizing partners (gift cards, cash, custom)
- Commission and payout management with progressive tiers
- Gamification: leaderboards, competitions, badges
- Affiliate program support

### CRM & Practice Management
- Full client lifecycle: intake → preparation → review → filing → follow-up
- Appointment scheduling
- Document management with folder structure
- FlowBuilder for visual workflow automation
- FirmIQ for ML-powered business insights

## Compliance & Security

GoRefer is designed for tax preparers who must comply with:
- **FTC Safeguards Rule (16 CFR Part 314)**: All 8 required program elements are supported. GoRefer provides a WISP addendum template for customers.
- **IRS Publication 4557 (Safeguarding Taxpayer Data)**: Encryption at rest (AES-256) and in transit (TLS 1.3), RBAC, MFA, session management, vendor DPAs, incident response plan.
- **SOC 2**: GoRefer is built to SOC 2 Trust Services Criteria (CC1–CC9) with tamper-proof hash-chain audit logging, penetration testing, and a published Trust Center.
- **GDPR / CCPA**: Consumer rights enforced, data retention configurable, DPAs available.

## Pricing Summary

- **Growth**: $1,349/yr — Core referral + intake + CRM for growing firms
- **Scale**: $2,499/yr — Full platform + advanced analytics + FirmIQ
- **Enterprise**: $5,499/yr — White-label, custom SSO, dedicated success manager
- **AutoFill Extension Add-On**: $49/mo (included in Growth+)
- **GIO AI Credits**: From $15/100 credits (one-time, valid 1 year)
- **Additional Storage**: From $3/GB/mo (tiered)
- **Extra Preparer Seats**: $220/seat (1–10), $200/seat (11–20)
- 14-day free trial on all plans, no credit card required

## Key URLs

- Homepage: https://gorefer.io
- Pricing: https://gorefer.io/pricing
- Features: https://gorefer.io/features
- AutoFill Extension: https://gorefer.io/features/autofill-extension
- Smart Tax Intake: https://gorefer.io/features/tax-intake
- Meet Gio: https://gorefer.io/meet-gio
- Trust Center: https://gorefer.io/trust
- Tax Data Safeguards (FTC/IRS): https://gorefer.io/trust/safeguards
- Compliance (SOC 2): https://gorefer.io/trust/compliance
- Blog: https://gorefer.io/blog
- Support: https://gorefer.io/support
- Sign Up: https://app.gorefer.io/register
- Sign In: https://app.gorefer.io/login

## Contact

- General: support@gorefer.io
- Compliance / Security: compliance@gorefer.io
- Partnerships: partners@gorefer.io
- Press: press@gorefer.io