For EROs and growing firms
Keep the team aligned. Keep the practice moving.
Bring referral ownership, preparer incentives and payout review into one shared workflow—alongside the tax software your firm already uses.
Good compensation starts with a clear record.
Give preparers a visible record of their work and earnings. Give your administrators the opportunity to check, approve and reconcile the resulting payout.
Commissions
Current interfaceA shared foundation for a growing firm.
01
Clear referral ownership
Bring client and preparer referrals together. Assign a preparer, review conversion and funding status, and correct attribution when needed.
Explore the workflow →02
A portal for every preparer
Give staff a login and visibility into their own clients, referrals and earnings. Use role and permission controls to scope their access.
Explore the workflow →03
Compensation you can explain
Scale+ progressive tiers and preparer overrides connect performance with commission records. Choose the bonus types your plan supports.
Explore the workflow →04
Payouts with a review step
Review and approve each payout run, export it for your payroll or bank, then mark it paid. Your firm pays; GoRefer calculates. Batch payout runs are available on Scale and Enterprise.
Explore the workflow →05
Follow-up that has a process
Use Scale+ FlowBuilder triggers, conditions and ordered actions for internal notifications, tasks and supported communication workflows.
Explore the workflow →06
Performance in context
Review practice activity and preparer performance. Enterprise adds FirmIQ risk, health and recommendation views.
Explore the workflow →From first introduction to the next step.
A starting point for your practice
Scale
12 seats · 500 referrals/month
650 GIO credits/month · 500 MB storage
$279/month
Or $2,678/year. $499 one-time setup.
See Pricing for current prices and full plan limits.
Built around
your questions.
Yes. Your firm can prepare and approve a payout run whenever it chooses, or set a schedule in Payout Settings. GoRefer prepares the run and the export files; your firm pays through its own payroll or bank and marks the run paid.
Their portal provides the records and performance information allowed by their role and assignment. Administrators have broader controls and should review access before inviting staff.
Yes. Scale and Enterprise include preparer overrides and progressive commission tiers. Bonus type allowances vary by plan.
Use the available catalog and your firm's reward rules. Requests, approvals and fulfillment are recorded. Activation costs, provider availability and redemption conditions vary by reward.
No. GoRefer works alongside it. Use supported spreadsheet imports and, for supported professional tax software, the separately labeled AutoFill beta. GoRefer is not tax preparation or e-filing software.
The 7-day free trial includes the Scale feature set and seat allowance, with $0 due today; Enterprise-only features such as FirmIQ are separate.