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Sign up at app.gorefer.io, complete the onboarding wizard, and you'll be ready to manage referrals and commissions in minutes. Our onboarding guide walks you through each step.

GoRefer offers three annual plans: Growth ($1,349/yr), Scale ($2,499/yr), and Enterprise ($5,499/yr). Each tier includes progressively more features, users, and priority support. Visit our Pricing page for full details.

From your Admin dashboard, go to Team Management and click "Invite Member." Enter their email and role, and they'll receive an invitation to join your firm's portal.

GoRefer automatically tracks referrals and calculates commissions based on the rules you configure. You can set flat-rate or percentage-based commissions, tiered structures, and payout schedules.

Absolutely. GoRefer uses AES-256 encryption for sensitive data at rest, TLS 1.2+ for data in transit, and follows SOC 2-aligned security practices. PII such as SSNs and bank details are encrypted with Fernet symmetric encryption. Visit our Trust Center for more details.

Yes. GoRefer is available as a mobile app on both iOS and Android, giving you full access to referral tracking, notifications, and Gio AI on the go.

Gio is GoRefer's built-in AI assistant. Gio can answer tax-related questions, help draft client communications, summarize referral performance, and more — all within the platform.

You can manage your subscription from the Billing section in your admin dashboard. To cancel, contact our support team and we'll assist you with the process.