How Can We Help?

Create an account, then follow GoRefer’s guided onboarding to set up your firm and add team members. Your workspace brings referrals, commissions, and intake together.

GoRefer offers three plans: Growth ($149/mo), Scale ($279/mo), Enterprise ($599/mo). Annual billing is also available. Each plan has its own feature access and user limits. Visit our Pricing page for the full comparison.

Administrators manage accounts in User Management. To invite a preparer, open the Preparers tab, choose Enrollment, and select Invite Preparer. Complete the account setup; the preparer receives a welcome email with login instructions.

GoRefer tracks referral records and calculates commissions from your configured flat-rate or percentage rules. Set your payout schedule in Payout Settings. GoRefer prepares each payout run with export files for your payroll or bank; your firm pays its preparers and marks the run paid. Scale and Enterprise add progressive tiers and batch payout runs.

GoRefer encrypts supported sensitive fields and uses encrypted connections. GoRefer is for US businesses. The Trust Center explains our controls, their scope and their limits, and you can request our current security documents there.

GoRefer supports mobile workflows for referral tracking, notifications and Gio. Mobile feature availability can differ from the web application; contact support for current iOS and Android access.

Gio helps with tax research, client and document analysis, communication drafts, and questions about your firm's data that you are allowed to see, such as referral summaries. Available tools depend on your role and plan. Review AI-assisted results before using them.

You can manage your subscription from the Billing section in your admin dashboard. Use the cancellation flow there, or contact support if you need help. Refunds follow the refund policy below.

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.