Your firm’s growth.
All connected.
Referral tracking, automated commissions, preparer incentives and AI-assisted intake for tax firms. Keep the tax software your team knows.
$0 due today · Card held securely by Stripe
7-day trial · View plansMy Referrals
Current interfaceGio
AI-assisted work
Read documents, research questions, and draft review memos and notice responses for your team to check.
AutoFill (BETA)
OLT Pro · Chrome extension
Work through supported tax forms from approved intake data, with your review before filing.
Client intake
Reviewable records
Bring guided forms, conversational intake, and uploaded documents into one client record.
Referrals
Links, codes & incentives
Track referrals and recognize preparers through leaderboards, configured competitions, and rewards.
YOUR GROWTH, CONNECTED
From the first referral
to the people behind it.
Connect referrals, commissions and preparer incentives in one place, with the records your firm needs to make its next decision.
Referral analytics
Know where your next client comes from.
Connect referral activity to the people and sources behind it. See conversion funnels, lead heat scores and weekly trends together, so your team can decide where to follow up.
Conversion funnels
Lead heat scoring
Source attribution
Referral Analytics
Current interfaceCommissions & payouts
Clear rules. Visible commissions.
Set commission rates and bonuses, review earnings and follow payout status in one ledger. Stripe Connect handles connected payouts; Scale and Enterprise add progressive tiers and batch processing.
Configured rates and bonuses
Approval and payout records
Stripe Connect payouts
Payout History
Current interfacePreparer portals
A clear view for every preparer.
Give preparers their own dashboard for earnings, tier progress, clients and referral links. Each person can see the work and referrals attributed to them.
Personal dashboard · Commission tier progress · Built-in referral link
Preparer Dashboard
Current interfaceCompetitions
Recognize the work that matters.
Configure competitions around your firm’s goals. Start with a template, set the rules and follow preparer standings on the leaderboard.
Competition templates · Preparer leaderboards · Firm-configured challenges
Competitions
Current interfaceHOW IT WORKS
Bring it together.
Three connected steps.
Start with your records and rules. Add assisted review and repeatable workflows, then connect recognition to the work your people do.
01
Import & organize
Import clients and preparers from CSV or Excel. Set up your firm profile, commission rules and bonus settings. AutoFill (Beta) can work through supported tax-software forms from approved intake data, with preparer review.
02
Review & coordinate
Gio reads documents and helps draft reviews and notice responses for your team to check. On Scale and Enterprise, FlowBuilder connects events to emails, field updates and tasks through the rules your firm chooses.
03
Approve & recognize
Calculate commissions from your rules, review earnings and manage payouts through Stripe Connect. Scale adds progressive tiers and batch processing. Configure competitions and rewards around the goals your firm sets.
AUTOFILL 2.0 · PREVIEW
A look ahead at AutoFill 2.0.
Watch AutoFill 2.0 work through an OLT Pro return: it follows the return's checklist form by form, fills each one from your client's intake, and stops to hand you any field that needs a preparer's judgement. Shown with sample client data.
See how AutoFill works →From intake to OLT Pro. With you in control.
GoRefer AutoFill brings reviewed intake data into supported OLT Pro forms. It fills supported fields on the page you have open and checks the entered values. You review the result, save and move to the next page in your tax software.
AutoFill is in beta. It fills supported fields on the current OLT Pro page and checks the entered values. Review the result, save and continue in your tax software yourself. Review every field before filing.
The AutoFill workflow
Fill. Review. Continue.
- OLT Pro
- Supported Tax Software (BETA)
- Intake data
- Source for supported form fields
- Page-by-page
- Review, save and continue yourself
- Preparer review
- Required before filing
Rewards & recognition
Make recognition
part of the process.
Bring your reward catalog, referral milestones and redemptions into one workspace. Your firm chooses what to offer and how to fulfill it. Catalog items, value and availability depend on your configuration.
Library access is included in every plan. Plan tiers determine access to the platform rewards shelf; your firm manages its own catalog alongside it.
A clear reward workflow
Build your catalog
Choose rewards your firm can fulfill. Set the client value, your cost, available stock and delivery details.
Review the redemption
Check availability when a request is made. Use your firm's configured approval rules to review it.
Record fulfillment
Keep the reward, recipient and fulfillment status together. Inventory updates when fulfillment is recorded.
Gift cards & merchandise
Items, quantities and delivery details configured by your firm.
Experience & travel certificates
Certificates with their own terms, costs and availability.
Donations & service credits
Firm-provided recognition with a recorded redemption.
CONNECTHUB
Your familiar tools.
Working together.
Send client records to QuickBooks and Google Sheets, create calendar events, and bring mapped records into GoRefer.
Mapped ConnectHub imports and connections require Scale or Enterprise. Basic bulk user import is available on every plan.
Commission payouts
Stripe Connect ↗Supported tax forms
AutoFill (Beta) ↗QuickBooks Online
Creates QuickBooks customers from GoRefer clients.
Google Sheets
Exports GoRefer client rows to a Google Sheet.
Google Calendar
Creates calendar events from GoRefer appointments.
CSV / Excel import
Bulk-import records, with field mappings suggested from your file's column headers.
Inbound webhook
Receives mapped records through an inbound webhook.
Plans for your next stage
Simple monthly pricing.Built for tax firms.
Three plans. Add seats as you grow. Start with a free 7-day trial on Scale. $0 due today.
Save with annual billing
Growth
Solo practitioners and small firms
$149
/mo
or $1,349/yr — Save $439/year vs monthly
+ $199 one-time setup fee
5 seats
100 referrals/month
2 landing pages
200 Gio AI credits/mo
Commission tracking
Client sweepstakes
Email support
Scale
Growing EROs scaling operations
$279
/mo
or $2,499/yr — Save $849/year vs monthly
+ $499 one-time setup fee
12 seats
500 referrals/month
5 landing pages
650 Gio AI credits/mo
Everything in Growth, plus:
Custom commission tiers
Priority support + API access
Enterprise
Large firms and service bureaus
$599
/mo
or $5,499/yr — Save $1,689/year vs monthly
+ $799 one-time setup fee
30 seats
2,000 referrals/month
15 landing pages
1,750 Gio AI credits/mo
Everything in Scale, plus:
Dedicated support
Phone support
SECURITY & TRUST
Controls for
sensitive work.
Clear permissions. Protected information. Visibility into the actions that matter to your firm.
Explore the Trust CenterSensitive-field encryption
AES-256-GCM protects supported sensitive fields, with access for authorized preparation workflows.
Stripe-powered payouts
Connect payment accounts through Stripe and track payout status and approvals in GoRefer.
Firm-scoped access
Each firm's records are kept in their own database, and permission checks limit who can see them.
2FA & audit records
Enable two-factor authentication with backup codes. Use role permissions and audit records for oversight.
A few things to know
Your questions,
answered.
Get clear on trials, pricing, payouts and setting up your firm.
Standard commissions and Stripe Connect payouts are included on every plan. Scale and Enterprise add progressive tiers, preparer overrides and batch payouts. Review calculated commissions and bonuses, approve the payout and track its processing status. Each payee must finish Stripe onboarding, and payouts need sufficient funds.
Growth: $149/month or $1,349/year, plus $199 one-time setup; 5 seats, 100 referrals/month, 200 GIO credits/month and 100 MB storage. Scale: $279/month or $2,499/year, plus $499 one-time setup; 12 seats, 500 referrals/month, 650 GIO credits/month and 500 MB storage. Enterprise: $599/month or $5,499/year, plus $799 one-time setup; 30 seats, 2,000 referrals/month, 1,750 GIO credits/month and 2 GB storage. Scale adds progressive commissions, workflows and ConnectHub integrations. Enterprise adds FirmIQ intelligence and white-label features. See Pricing for current prices and limits.
Yes. Clients have a portal for referral links, referral activity and available rewards. Branded landing pages help collect introductions. Reward access and sweepstakes follow your firm's configuration and plan limits.
Client ranks progress from Explorer to Navigator, Captain and Admiral by referral count. Preparers can participate in competitions and challenges using the configured metrics and rewards. Competition, challenge and sweepstakes allowances depend on plan.
Guided onboarding helps you configure your firm, invite a team and import data. Review compensation, permissions and branding before going live. Setup time depends on your data and configuration; training and support resources are available.
You can import users and practice records from CSV or Excel files. Check the field mapping and any validation messages before you save. Scale+ ConnectHub connections create QuickBooks customers, export clients to Google Sheets and create Google Calendar events; they are not two-way data synchronization.
Plans offer monthly or annual billing. You can cancel renewal; access, refunds and the one-time setup fee follow the published terms. Annual savings vary by plan and current price. Check Pricing and Terms of Service before subscribing.
Let's talk about your firm.
Start your free trial or get a hand from our team.