Keep preparers productive and loyal—with transparent payouts.
GoRefer.io gives Electronic Return Originators the CRM and referral tools to manage high-volume seasons—with preparer dashboards, progressive commission tiers, 6 bonus types, Stripe Connect payouts, FlowBuilder automations, and client rewards that drive retention.
Referral Pipeline
Peak Season • All preparers
New
24
Contacted
18
Scheduled
12
Converted
89
Recent Referrals
Maria S. → John D.
Client: $75 reward sent
Status: Scheduled for Jan 28
Trusted by EROs nationwide
Peak season chaos?
EROs face intense volume and strict timelines. Manual referral tracking only makes it harder.
No single source of truth for referrals
40%
of referrals lost to poor tracking
Referrals come in from everywhere—email, calls, walk-ins, social media. Without centralized tracking, credits get lost and preparers blame each other.
Credit disputes kill morale
3+
hours weekly resolving disputes
Multiple preparers touch a client. Without clear attribution rules and timestamps, disputes slow everything down and top performers get frustrated.
Payout delays cause preparer churn
45%
of preparer turnover linked to pay issues
When preparers wait weeks or months for their referral earnings, they lose motivation—or worse, leave for a competitor who pays faster.
Can't identify your top performers
0
visibility into individual performance
Who's bringing in the most referrals? Who's converting? Without visibility into individual performance, you can't coach, reward, or retain your best people.
Built for ERO throughput
A CRM and referral platform that keeps up with your volume—and keeps preparers happy.
Centralized Referral Pipeline
Every referral tracked from source to conversion. Clear statuses and handoffs so nothing falls through the cracks.
Preparer Dashboards
Give preparers visibility into their referrals, earnings, and performance. Transparency builds trust and motivation.
Campaign Attribution
Track performance by landing page, QR code, or UTM source. Know exactly which campaigns drive results.
Commission & Payout Engine
Progressive commission tiers, 6 bonus types (per-return, flat, milestone, appreciation, performance, custom), and Stripe Connect payouts with approval workflows.
Client Rewards Library
Reward clients who refer with vacation getaways, dining experiences, and hotel stays—all included in your plan.
Analytics, Gio AI & Automation
Admin dashboards with analytics, Gio AI for tax research and content, and FlowBuilder automations with 30+ triggers to streamline operations.
The Rewards Library
Give your clients something worth talking about. Scale plans include expanded access to our curated catalog of vacation getaways, dining experiences, and hotel stays—fueling referrals without cash payouts.
See Plan Tiers →Vacation Getaways
3-night resort stays, cruise credits
Dining Experiences
$100-$500 restaurant vouchers
Hotel Stays
2-night hotel packages nationwide
Ready for peak season in 48 hours
See exactly how GoRefer.io streamlines your referral workflow
Referral Links & Codes
MT
Mike Thompson
gorefer.io/refer/mthompson
JW
Jennifer Wu
gorefer.io/refer/jwu
Each preparer gets their own trackable link + QR code
Step 01
Launch Links & Codes
Create branded referral links and QR codes for each preparer or team. Every link has UTM tracking built in—know exactly where referrals come from.
Referral Pipeline
New
Client 1
via Mike T.
Client 2
via Jen W.
Contacted
Client 3
via Mike T.
Client 4
via Jen W.
Converted
Client 5
via Mike T.
Client 6
via Jen W.
Step 02
Track the Pipeline
Monitor referrals from submission to conversion in one unified pipeline. Clear statuses at every stage so nothing falls through the cracks.
Weekly Batch
Mike Thompson
5 conversions
$225
Jennifer Wu
4 conversions
$180
David Kim
2 conversions
$90
Ready to process
$495
Step 03
Batch & Pay
Run weekly or bi-weekly payouts with approval workflows. Direct deposit to preparers, instant rewards to clients—all automated.
Visibility that drives performance
Real-time dashboards show you exactly who's performing, which campaigns work, and where your referrals are coming from—so you can coach, reward, and retain top talent.
Referrals per preparer
Conversion rate by source
Average time-to-payout
Weekly payout totals
Campaign performance (UTM)
Top referral sources
Scale
$2,499/year + $999 one-time setup
Up to 5 preparers, 500 referrals/month, progressive commission tiers, 1,000 Gio AI credits, FlowBuilder, ConnectHub, per-preparer overrides, 3 competitions/year, and priority support.
Questions? We've got answers.
Yes. You can organize preparers into teams or offices, each with their own dashboards and performance tracking. Roll-up reporting gives you the full picture across all locations.
Absolutely. Set your payout cadence—weekly, bi-weekly, monthly—and run batched direct deposit payouts with approval workflows. Many EROs switch to weekly during January-April when referral volume is highest.
Preparers see their own dashboard: referrals, conversion status, earnings, and payout history. Managers see team roll-ups. Owners see everything—full visibility with role-based access control.
Tag every landing page, QR code, and referral link with UTM parameters. Know exactly which marketing spend works—whether it's church bulletin ads, community event flyers, or social media campaigns.
Your Scale plan includes hotel vouchers, restaurant experiences, and vacation getaways. Send unlimited rewards to clients who refer—no gift card inventory, no cash handling, no additional cost.
GoRefer.io tracks the original referral source with timestamps. When disputes arise, you have clear documentation of who submitted the referral first. No more 'he said, she said' arguments.
Yes. Scale plans include ConnectHub integrations with QuickBooks, Google Sheets, and Google Calendar. Enterprise adds webhook support. CSV import is available on all plans for bulk data migration.
We never cut off your referrals mid-season. If you consistently exceed limits, we'll reach out about upgrading. No surprise charges, no lost referrals—just a conversation about what fits best.
Ready for peak season?
See how GoRefer.io can streamline your referral process, keep preparers motivated, and reward clients who refer.
Book a Demo →