GoRefer.io

Manage tax referrals, track commissions, and engage clients — all in one place. Powered by Gio AI, your firm's intelligent assistant.

GoRefer is the all-in-one referral management and commission tracking platform built exclusively for tax firms.

Whether you're managing a small practice or a large multi-preparer firm, GoRefer streamlines every step of your referral workflow — from intake to payout.

KEY FEATURES

• Referral Management — Track every client referral from first contact to completion. Know exactly where each referral stands at all times.

• Commission Tracking — Automatically calculate and log commissions for every preparer and agent. Approve payouts with one tap.

• Client Engagement — Send reminders, follow-ups, and intake requests directly to clients. Keep your pipeline moving.

• Tax Intake — Digital intake forms that collect taxpayer info, documents, and signatures — no paper, no back-and-forth.

• Gio AI Assistant — Your firm's AI-powered assistant answers questions about clients, referrals, and performance in plain English.

• Real-Time Dashboard — See your firm's referrals, revenue, and team performance at a glance with live charts and leaderboards.

• Multi-Role Access — Separate views for admins, preparers, agents, and clients. Everyone sees exactly what they need.

• Secure & Compliant — PII encrypted at rest. Bank-grade security for sensitive tax data including SSN, EIN, and bank account information.

BUILT FOR TAX FIRMS GoRefer is purpose-built for the tax industry. No generic CRM workarounds — just tools that match how tax firms actually work.

PLANS Growth, Scale, and Enterprise plans available. Visit gorefer.io to learn more.