A referral engine that runs—while you do tax work.
GoRefer.io gives solo practitioners and small firms a simple way to track referrals, reward clients, and grow your practice—without adding more to your plate.
My Referrals
This tax season
23
Total Referrals
+5 this month
18
New Clients
78% conversion
14
Rewards Sent
$1,400 value
Recent Activity
Sarah M. referred James K.
2 hours ago
Reward sent to Mike L.
Yesterday
New client converted: Amy R.
3 days ago
“Set up in 15 minutes. Run on autopilot all season.”
Too busy for referral admin?
You know referrals are your best source of new clients. You just don't have time to manage them.
You forget who referred whom
80%
of referrals go unthanked
A new client mentions they were referred three months ago. Who sent them? No idea. The thank-you card never happened, and now you look ungrateful.
No consistent referral process
5x
more clients from referrals vs ads
You know referrals matter—they're your best clients—but there's no system. Asking feels awkward. Following up feels impossible. So you just... don't.
Manual rewards are a nightmare
2hrs
monthly on reward admin
Gift cards, handwritten checks, IOUs, 'I'll get you something next time'—tracking who got what becomes another task on your already overwhelming list.
Zero visibility into what's working
0
visibility into referral trends
Are referrals growing? Shrinking? Which clients actually refer? Without any data, you're guessing—and guessing doesn't grow a practice.
Built for solo reality
A referral platform that respects your time. Simple setup, automatic tracking, zero hassle.
One Simple Referral Link
Create a branded landing page and shareable link. Clients refer in seconds. You track automatically.
Automatic Attribution
Stop guessing who referred whom. Every referral is tracked from source to conversion—no spreadsheets.
Ready-to-Send Rewards
Access a library of hotel vouchers, restaurant experiences, and vacation getaways. Send rewards without the admin work.
Simple Dashboard
See your referrals, conversions, and top referral sources at a glance. Know what's working.
Set It and Forget It
Configure once. Share your link. The system runs in the background while you do tax work.
Optional Gamification
Want leaderboards and client sweepstakes? They're there. Prefer to keep it simple? Skip them entirely.
Rewards that wow—without the work
Skip the gift card spreadsheets. Your plan includes access to curated experiences your clients will actually love—delivered instantly, no admin required.
See What's Included →Vacation Getaways
3-night resort stays, cruise credits
Dining Experiences
$50-$200 restaurant vouchers
Hotel Stays
Weekend getaway packages
Live in 15 minutes—run on autopilot
See how simple it is to grow your practice with referrals
Your Referral Page
JD
Jane Davis Tax Services
Know someone who needs tax help?
Refer a Friend →
SHARE THIS LINK
gorefer.io/r/jane-davis
Step 01
Create Your Link
Set up your branded referral page in minutes. Add it to your email signature, website, or business card—clients can refer friends with one click.
Your Referrals
12
This Month
8
Converted
Tom Miller
Referred by Sarah Miller • Jan 18
Lisa Chen
Referred by Bob Johnson • Jan 15
Step 02
Share & Track
When clients share your link, referrals are tracked automatically. You see who referred whom, instantly—no spreadsheets or sticky notes.
Send a Thank You
SENDING TO
Sarah Miller
Referred Tom Miller (converted)
CHOOSE A REWARD
Dining Certificate
$50
Hotel Weekend
2 nights
Send Reward →
Step 03
Reward Without Hassle
Send vacation vouchers, dining experiences, or simple thank-yous—all from the platform. Clients choose their reward, you get the credit.
Know what's working
A simple dashboard shows you referral trends, top sources, and conversion rates. Make decisions based on data, not guesses.
Total referrals received
New clients from referrals
Cost per acquired client
Top referral sources
Monthly referral trend
Rewards sent
Growth
$79/month + $59 one-time setup
Up to 5 preparers, 50 referrals/month, one branded landing page, commission tracking, client rewards library, and email support. Everything a solo practice needs.
Questions? We've got answers.
Most solo practitioners are live in under 15 minutes. Create your referral page, customize the branding, and start sharing your link right away. No technical skills needed—if you can fill out a form, you can set this up.
Absolutely. You can run your entire referral program with a single shareable link. Add it to your email signature, text it to clients, or print it on a business card. No need for complex campaigns or multiple landing pages.
Nope. If you prefer to reward clients with experiences from our rewards library (hotel stays, dining, vacations), there's no payout processing involved. Just click 'send reward' and your client gets an email with their voucher.
Yes. Clients who refer can check the status of their referrals through your branded page. This transparency keeps them engaged and motivated to refer more—they love seeing their impact.
Totally optional. Leaderboards, sweepstakes, and challenges are there if you want them—but you can run a simple, clean referral program without any of that. Many solo practitioners prefer the straightforward approach.
One converted referral typically covers months of the subscription. If a new client brings you $300-500 in prep fees, you're profitable from day one. Most solo users see 3-5x ROI within the first quarter.
The Growth plan supports up to 5 preparers. Give your assistant their own login so they can see referrals they bring in. You maintain full visibility while they stay motivated with their own dashboard.
Yes—we offer a 14-day free trial with full access to all Growth plan features. Set up your referral page now, share it with a few clients, and see results before the January rush begins.
Ready to grow on autopilot?
Set up your referral program in minutes. Let the system track and reward while you focus on clients.
Start Free Trial →