Gio is coming.
An AI copilot built for tax firms to turn return PDFs into an evidence-linked review queue and a short Senior Review Memo.
Join the waitlistGet beta access invites and launch updates.
gorefer.io/meet-gio
Hi! I'm Gio.
How can I help you today?
Review a return
Upload PDF for analysis
Ask a question
Get cited answers
Watch 15s demo
Conceptual preview — actual interface may vary at launch
Built for tax review workflows
Four core capabilities designed around how tax professionals actually work
Evidence-first PDF understanding
Upload a return PDF and supporting docs. Gio links every key fact back to the exact page/area it came from—so reviewers can verify in seconds.
Citations you can defend
Every tax-law statement includes authority citations. If the facts aren't there, Gio asks the missing questions instead of guessing—because guidance can be affected by later authority and facts matter.
A real review queue
Gio flags issues as errors, omissions, opportunities, and uncertainties. Each issue includes evidence, why it matters, and what would change the conclusion.
A 1–2 page Senior Review Memo
Generate a clean memo designed for workpapers and sign-off: facts, issues, open questions, citations, and action items.
Built for every role in your firm
Firm Owners & Partners
Scale quality without scaling headcount
"I can't review every return myself, but I need to know nothing slips through."
Standardize review quality across all preparers
Reduce senior reviewer bottlenecks during busy season
Predictable costs with plan-based credit caps
Real-time visibility into firm-wide review metrics
Before
Reviewing 10% of returns, hoping nothing slips
After
100% coverage with AI-assisted quality checks
Senior Reviewers
Triage faster, document better
"I waste hours flipping through pages just to find what I need to review."
Jump directly to issues with evidence pointers
Generate workpaper-ready memos in seconds
Clear issue classifications: errors, omissions, opportunities
Spend time on judgment calls, not hunting for facts
Before
2+ hours flipping through pages per return
After
15 minutes with Gio's evidence-linked queue
Tax Preparers
Research confidently, catch more
"I'm never 100% sure I got everything right before it goes to review."
Quick answers with IRC/Reg citations you can verify
Clear checklist of what's missing before submission
Learn from evidence-linked explanations
Flag opportunities you might have missed
Before
Uncertainty before submitting for review
After
Confident submissions with pre-checked items
The road to Gio
Follow our journey from development to launch
🎯
Now
Waitlist Open
Join the waitlist to get early access invitations and development updates.
Join waitlist🔬
End of Q2 2026
Private Alpha
Select firms test core PDF upload and evidence extraction features.
🚀
Late 2026
Public Beta
Full review queue, memo generation, and firm controls available to waitlist members.
✨
2027
General Availability
Expanded return types, integrations, and advanced analytics for all firms.
Frequently asked questions
Gio is an AI copilot built for tax firms to turn return PDFs into an evidence-linked review queue and a short Senior Review Memo. It's designed around review, not just research.
Other tools answer questions and cite sources. Gio's focus is different: review-grade workflow with evidence pointers that link every fact to the PDF, an issue queue (errors/omissions/opportunities), and firm controls built in.
At launch: Form 1040 (with Schedule C/E focus), Form 1065, and Form 1120S, plus common supporting documents like K-1s, 1099s, and brokerage statements. Current year plus two prior years.
No. Gio is built with 'no guessing' behavior. If facts are missing, it asks the specific questions needed. Every fact must link to evidence; every tax-law claim must have a citation.
Seat-based access plus shared firm credits, with caps that scale by plan—so busy season doesn't become a surprise bill. Details will be announced closer to launch.
Yes. Gio is designed to prevent any cross-tenant mixing—across documents, embeddings, and outputs. Each firm's data stays isolated. 90-day default retention with automated expiration.
We're targeting late 2026 for beta: PDF upload → evidence extraction → review queue → memo export. Join the waitlist to get early access invitations.
Join the waitlist
Get early access invitations and launch updates. We're targeting late 2026 for beta.