Run referrals and payouts across your whole network—without the spreadsheets.
GoRefer.io gives service bureaus centralized control over multi-location referral programs, progressive commissions, 6 bonus types, FlowBuilder automations, ConnectHub integrations, Gio AI, FirmIQ intelligence—with network-wide visibility and zero attribution disputes.
Network Overview
All 8 offices • Last 30 days
Total Referrals
1,247
+18%
Conversions
892
+24%
Pending Payouts
$34,200
Top Office
Dallas
312 refs
Office Performance
Dallas
312 refs
72% conv
Houston
265 refs
69% conv
Austin
218 refs
66% conv
Trusted by service bureaus nationwide
Sound familiar?
Service bureaus face unique challenges managing referrals across multiple locations and preparers.
Attribution disputes across offices
67%
of preparer turnover tied to pay disputes
Who gets credit? Without a single source of truth, disputes erode trust between preparers and management.
Inconsistent incentive rules
12+
hours/week lost to manual tracking
Different offices, different rules, different spreadsheets. Manual processes break at scale.
Payout batching errors
23%
of payouts require manual correction
End-of-season reconciliation nightmares. Missing payments, duplicate entries, angry preparers.
No network-wide visibility
0
real-time dashboards in spreadsheets
Owners need to see performance by office, by preparer, by campaign—not dig through emails.
Built for service bureau reality
Not generic referral software. A CRM and referral platform designed for multi-location tax operations.
Multi-Location Management
Configure offices, teams, and roles. Each location operates independently while you maintain central oversight.
Progressive Commission & 6 Bonus Types
Set progressive commission tiers with per-preparer overrides per office. 6 bonus types: per-return, flat, milestone, appreciation, performance, custom. Stripe Connect payouts.
Network-Wide Reporting
Real-time dashboards showing referrals, conversions, and payouts by office, preparer, or campaign.
Role-Based Access
Preparers see their own activity. Office managers see their team. You see everything.
Audit Trail & Exports
Every referral, every payout, documented. Export for reconciliation and compliance.
Gamification, Rewards & Gio AI
Client rank system, competitions, AI challenges, sweepstakes. Gio AI for tax research, review memos, and content. FirmIQ intelligence with churn prediction.
The Rewards Library
Give your clients something worth talking about. Enterprise plans include unlimited access to our curated catalog of vacation getaways, dining experiences, and hotel stays—at no additional cost to you.
When a client refers a friend, reward them instantly with experiences they'll remember. No gift card administration. No cash tracking. Just memorable rewards that drive more referrals.
See Plan Tiers →Vacation Getaways
3-night resort stays, cruise credits
Dining Experiences
$100-$500 restaurant vouchers
Hotel Stays
2-night hotel packages nationwide
Up and running in days, not months
See exactly how GoRefer.io works for your network
Network Setup
Dallas Office
8 preparers
Houston Office
5 preparers
Austin Office
3 preparers
+ Add Office Location
Step 01
Configure Your Network
Set up offices, add preparers, define roles and commission structures for each location. Each office can have unique payout rules while you maintain central control.
Referral Campaigns
Tax Season 2026
142
Referrals
68%
Conv. Rate
Summer Promo
45
Referrals
54%
Conv. Rate
YOUR REFERRAL LINK
gorefer.io/refer/dallas-tax
Step 02
Launch Referral Campaigns
Create branded landing pages and referral links for each office. Track performance by UTM source, QR code, or campaign—see exactly what's working.
Payout Queue
MG
Maria Garcia
Dallas • 3 referrals
$150
JS
John Smith
Houston • 2 referrals
$100
SL
Sarah Lee
Austin • 4 referrals
$200
3 payouts selected
$450 total
Step 03
Track, Approve, Pay
Monitor referrals in real-time. Batch payouts with multi-level approval workflows. Export everything for reconciliation and compliance.
Track what matters across your network
Real-time dashboards give you network-wide visibility into referral performance, preparer activity, and payout status—no more digging through spreadsheets or waiting for end-of-month reports.
Referrals by office
Conversion rate by location
Payout totals by period
Top performers network-wide
Time-to-payout metrics
Campaign ROI tracking
Enterprise
$5,499/year + $2,499 one-time setup
Up to 12 preparers, 2,000 referrals/month, 2,500 Gio AI credits, FirmIQ, white-label, custom domain, FlowBuilder, ConnectHub with webhooks, 12 competitions/year, Security Hub, and dedicated support.
Questions? We've got answers.
Yes. You can configure unique commission structures, payout schedules, and incentive tiers for each office or team in your network.
Set up approval workflows that match your process. Office managers can approve their team's payouts, or you can centralize approvals at the network level.
Absolutely. Export detailed reports for reconciliation, audits, or integration with your accounting systems. Every transaction is documented.
Yes. Role-based access ensures preparers see their referrals and earnings, managers see their team, and owners see the full network.
Your Enterprise plan includes full rewards, gamification (client rank system, competitions, AI challenges, sweepstakes), 2,500 Gio AI credits, FirmIQ intelligence with churn prediction and benchmarks, ConnectHub integrations (QuickBooks, Google Sheets, Google Calendar, Webhooks), FlowBuilder automations, Security Hub, white-label branding, and custom domain support.
Ready to unify your network?
See how GoRefer.io can eliminate attribution disputes, streamline payouts, and give you network-wide visibility.
Book a Demo →