GIO AI
PRODUCTION READY
Meet Gio,
your AI copilot.
Built into every GoRefer.io plan with 9 live capabilities: multi-lane AI chat, IRC-cited tax research, Senior Review Memos, Content Studio with 5 tones, Board Room insights, Document OCR, Cases & Playbooks, Knowledge Base, and an embeddable public widget — all credit-based, no surprise bills.
Included in all plans · 7-day free trial · No credit card required
app.gorefer.io/crm/intake/wizard
GoRefer
CRM
/
Tax Intake
MJ
Workflow Preferences
Set the tax year, return type, service level, and filing status.
Watch demo
Interactive preview — try Gio live inside GoRefer.io
9 capabilities. All live. All yours.
Built for how tax professionals actually work — no beta, no limits
LIVE
Multi-Lane AI Chat
Lane A for clients (light chat with daily limits) and Lane B for preparers (full research & advisory). Context-aware with conversation history across sessions.
LIVE
Tax Research with Citations
Ask tax questions and get answers backed by IRC sections, Treasury Regulations, IRS Publications, and Revenue Rulings. No-guessing policy — Gio asks clarifying questions instead of assuming.
LIVE
Senior Review Memos
Generate professional memos with facts, issues, citations, open questions, and action items. Draft → Final workflow with sign-off capability. 5 credits per memo.
LIVE
Content Studio
Generate emails, proposals, reports, and social media content in 5 tones: professional, friendly, formal, casual, or persuasive. 3 credits per generation.
LIVE
Board Room
Strategic AI advisor with firm performance data injection. Get insights on firm metrics, tax year context, and actionable business recommendations. 5 credits per session.
LIVE
Document OCR & Analysis
Upload PDFs for text extraction via Azure Document Intelligence. OCR for scanned documents, table extraction, and key-value pair detection. Then chat about the document in context.
LIVE
Cases, Playbooks & Knowledge Base
Manage tax cases per client/year, use pre-defined Playbooks for structured analysis (criteria, required facts, authority citations), and build curated Knowledge Base collections.
LIVE
Public Widget & API
Embed Gio as a chat widget on your website with configurable greeting, colors, position, and domain whitelist. Capture leads directly from AI conversations.
LIVE
Credit-Based Usage
Transparent credit system: Chat 1, Research 3, Memo 5, Board Room 5, OCR 5, Content 3, Return Review 10. Growth: 300/yr, Scale: 1,000/yr, Enterprise: 2,500/yr. No surprise bills.
Built for every role in your firm
Whether you own the firm, review returns, or prepare them — Gio has you covered
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
Where Gio is headed
Fully live in production — shipping improvements every week
Completed
Core AI Chat & Research
Multi-lane chat (Lane A clients, Lane B preparers), tax research with IRC & Treasury Reg citations, session memory.
Completed
Memos, Content & Board Room
Senior Review Memos with draft-to-final sign-off, Content Studio with 5 tones, Board Room for strategic firm insights.
Completed
Document Intelligence, Cases & Knowledge Base
Document OCR & Analysis with Azure AI, Document Chat, Cases & Playbooks for structured analysis, Knowledge Base, Public Widget — all live in production.
Live
Advanced Integrations & Automation
Deep CRM integration, FlowBuilder AI triggers, automated follow-up workflows, expanded return type analysis, and full platform-wide AI orchestration — all live.
On the Horizon
Next-Gen Intelligence
Predictive client churn modeling, AI-powered revenue forecasting, multi-firm benchmarking insights, and autonomous workflow optimization.
Frequently asked questions
Gio is a full AI platform built into GoRefer.io with 9 capabilities: multi-lane chat (client and preparer), tax research with IRC/Treasury Reg citations, Senior Review Memo generation with sign-off, Content Studio with 5 tones, Board Room for strategic firm insights, Document Analysis with OCR, Document Chat, Cases & Playbooks for structured analysis, Knowledge Base management, and an embeddable public widget. Included in every plan.
Gio is purpose-built for tax professionals using GoRefer.io. It understands your platform context, cites real tax authorities (IRC, Treasury Regs, IRS Publications), generates workpaper-ready memos, and includes firm-level usage controls. It doesn't hallucinate citations.
Today, Gio offers: multi-lane AI chat with session memory (Lane A for clients, Lane B for preparers), tax research with authority citations, Senior Review Memo generation with draft-to-final workflow, AI Content Studio for emails/proposals/social in 5 tones, Board Room for strategic firm-level insights, Document Analysis with Azure OCR for PDF text/table extraction, Document Chat for context-aware Q&A, Cases for tax case management, Playbooks for structured analysis frameworks, Knowledge Base for curated collections, and an embeddable public widget for your website.
No. Gio is built with a no-guessing policy. If facts are missing, it asks clarifying questions. Every tax-law claim includes a citation. If Gio can't find authoritative support, it tells you.
Gio is included in every GoRefer.io plan with a credit allowance: Growth 300/yr, Scale 1,000/yr, Enterprise 2,500/yr. Credit costs per 1k tokens: Chat 1, Research 3, Memo 5, Board Room 5, OCR 5, Content 3, Return Review 10. Credits are shared across your firm. Need more? Add credit packs starting at $49 for 500 credits.
Yes. Gio enforces strict tenant isolation — your documents, embeddings, and outputs are never mixed with another firm's data. We use 256-bit SSL encryption, and session data follows automated retention policies.
Yes. Gio is production-ready and actively used by firms on GoRefer.io. All 9 capabilities — multi-lane chat, tax research, Senior Review Memos, Content Studio, Board Room, Document OCR, Cases, Playbooks, Knowledge Base, and the public widget — are live and stable. We ship improvements every week.
Try Gio today
Gio is included in every GoRefer.io plan. Start your 7-day free trial and chat with Gio in minutes.
9 live capabilities
IRC-cited research
No hallucinations
No credit card required · 7-day free trial · Cancel anytime