A plan for your next chapter.

Plans are billed monthly: Growth $149/mo, Scale $279/mo, Enterprise $599/mo. Prefer to pay once a year? Annual billing costs less than twelve monthly payments — Growth $1,430/yr, Scale $2,678/yr, Enterprise $5,750/yr.

The one-time activation fee is Growth: $199, Scale: $499, Enterprise: $799. Setup includes configuring your firm profile, team and operating rules. The fee is charged once at activation. Setup and onboarding fees are non-refundable. Contact the team to confirm the assistance included for your firm.

Yes. You can change your plan from billing; review the amount and effective terms before confirming. A downgrade reduces your features and limits immediately, and the lower recurring price applies from your next renewal. If the lower plan has fewer seats, you must choose which excess accounts to deactivate.

Self-serve subscriptions are paid through Stripe checkout, which shows the available payment methods. Contact support for billing questions or to discuss a separate billing arrangement.

GIO Credit Packs are one-time purchases that add AI credits to your firm balance. Purchased credits are tracked separately from your monthly allowance and are used after it. Gio credit packs (firm or personal): unspent credits are refundable within 30 days of purchase, and a refund removes them. Purchased credits expire 60 days after purchase. Packs are available in three sizes: 500 credits ($250), 1,500 credits ($750), 5,000 credits ($2,500).

Configure your firm profile and branding, add preparer accounts, import supported records, and choose commission and bonus rules. Connect the integrations available on your plan. Your firm supplies the business decisions and reviews imported data; the onboarding workflow guides the configuration.

Admins can import clients and preparers from CSV or Excel using recognized columns and a preview. Scale and Enterprise also include ConnectHub imports with field mapping for supported record types. Commission structures, bonus rules and landing pages are configured in GoRefer. Review imported data before using it; preparing and filing returns stays in your tax software.

Yes, and starting with one workflow is the sensible way to do it. GoRefer sits alongside your tax software rather than in front of it — you keep preparing returns exactly where you do now. The lowest-disruption starting point is usually referral tracking or intake, because neither changes how a return gets prepared. Leave commissions until the off-season if your current process is working.

A firm administrator can export the firm's records at any time, and should before access ends. The full data export is a ZIP of the firm's records as CSV files, its stored client documents, e-signature records, compliance records, and its call log, text messages and notes, with a manifest that lists every document and anything left out and why. It does not include call recording and voicemail audio, Gio chat conversations, the email delivery log and team chat messages. It is on every plan. What an export holds depends on the permissions of the person who makes it, and anything you need that it leaves out has to be downloaded from GoRefer first. See the Trust Center's Data Retention page (gorefer.io/trust/data-retention) for what is kept and deleted after cancellation. Refunds follow the refund policy below.

Try the product during the trial, read the Trust Center and check the export options, and ask our team anything your firm needs to know about how we operate. Whichever software you use, keep current exports and document copies as part of your own continuity plan.

Setup time depends on your records, team and operating rules. Start with firm configuration and a referral or intake workflow, review the result, then add commissions and automation when the rules are ready. Guided onboarding follows that order; we do not promise a fixed completion time.

Yes. You can add seats at any time for $25 per seat per month (max 20 add-on seats). A seat can be an admin or a preparer. The cost is included in your existing subscription invoice — adding more later updates that same invoice with proration.

Once you reach your plan's monthly referral limit, you may not be able to add more referrals until the limit resets or you upgrade. Check your usage in the app and choose a plan with room for your expected monthly referrals.

Free trial: 7 days. Cancel before it ends and you aren't charged. 30-day money-back guarantee on your first subscription payment, monthly or annual. Annual plans: a full refund if you cancel within 30 days of an annual charge, including a renewal. Monthly plans have no contract. After your first payment's 30 days, you can cancel anytime. Cancellation takes effect at the end of the month you paid for, and partial months aren't refunded. Setup and onboarding fees are non-refundable. Services already used are non-refundable: texts, calls, phone numbers and Gio credits already spent. Gio credit packs (firm or personal): unspent credits are refundable within 30 days of purchase, and a refund removes them. Purchased credits expire 60 days after purchase. Unused phone and text balance is refunded on request when your firm closes its account.

The 7-day trial uses the Scale feature set and its usage limits. A card is required to start the trial, and nothing is charged that day. When the trial ends, the plan you chose begins and is billed to that card, with its one-time setup fee, unless you cancel before then. Your card is held by Stripe, our payment processor; GoRefer never stores card details.

The product includes a guided setup workflow for your firm profile, preparers, imports, commission rules and branding. Contact the team to confirm what live onboarding help is available for your plan and firm, including how long a call can run.