Grow Your Tax Practice with One Platform
Manage clients, track referrals, and automate commissions—all in one place. GoRefer.io is the CRM built specifically for tax preparers, service bureaus, and EROs who want to grow smarter.
✓ 14-day free trial
✓ No credit card required
✓ Cancel anytime
app.gorefer.io
Dashboard Overview
Track everything at a glance
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Total Referrals
1,284
+12%
This Month
$8,420
+23%
Conversion
68%
+5%
Revenue Overview
Last 7 days
Dashboard
Referral
Rewards
Commission
10+
Years of Tax Industry Experience
Built by professionals who understand your challenges
23%
Referrals Lost to Poor Tracking
Industry average that firms lose without proper systems
5hrs
Saved Weekly on Admin
Average time saved with automated commission tracking
3x
More Referrals with Gamification
Firms using incentive programs see 3x more referrals
Unlock Data-Driven Practice Growth
Explore the powerful features that help you manage clients, track referrals, and grow your tax practice—all in real time.
Simple Setup. Powerful Results.
No complex implementations. No IT team required. GoRefer.io is designed for tax professionals who want to spend less time on admin.
STEP 01
Set Up Your Firm
Create your account, import your clients, and invite your preparers. Configure your commission rules and workflows in under 15 minutes.
STEP 02
Manage & Track
Organize clients by preparer, track referrals with unique links, and watch your pipeline grow. Everything syncs automatically.
STEP 03
Reward & Grow
Commissions calculate automatically. Approve payouts with one click. Keep your team motivated and your clients engaged all year.
Works With Your Existing Stack
GoRefer.io seamlessly connects with the tools you already use. No complicated setup—just click, connect, and start tracking referrals.
One-click setup for all major platforms
Real-time data sync across tools
Custom webhooks for enterprise needs
Full API access on Scale & Enterprise plans
S
Stripe
Payments
QB
QuickBooks
Accounting
Z
Zapier
Automation
Slack
Communication
Suite
Mailchimp
Marketing
+50 more integrations
Simple, Transparent Pricing
Choose the plan that fits your firm's growth stage. All plans include a 14-day free trial with full Scale features.
Monthly
Billed annually
Growth
Solo practitioners and small firms
$79
/month
+ $59 one-time setup fee
Up to 5 preparers
50 referrals/month
1 landing page
Tier 1 Rewards Library
Commission tracking
Client sweepstakes
Email support
Scale
Growing firms scaling operations
$129
/month
+ $99 one-time setup fee
Up to 15 preparers
200 referrals/month
3 landing pages
Tier 1 + 2 Rewards Library
Everything in Growth, plus:
Custom commission tiers
Priority support + API access
Enterprise
Large firms with complex needs
$299
/month
+ $199 one-time setup fee
Unlimited preparers
Unlimited referrals
Unlimited landing pages
Full Rewards Library (All Tiers)
Everything in Scale, plus:
Dedicated account manager
SLA guarantee + Phone support
🚀 Early Adopter Special
Use code FOUNDING50 at checkout for 50% off your first 3 months!
The Rewards Library
Give your clients something worth talking about. Access curated vacation getaways and travel & dining rewards— included in your GoRefer.io plan.
Vacation Getaways
Resort stays, airfare packages & all-inclusive getaways
Dining Certificates
Restaurant vouchers & wine discounts
Travel & Dining Pass
Hotel savings cards + dining credits combo
Why clients love it
No gift card administration
No cash handling or tracking
Instant delivery via email
Clients choose their reward
White-label experience
Included in your plan
“Our clients used to forget we even asked for referrals. Now they ask us when they can send more.”
From the Blog
Tips, guides, and strategies to grow your tax practice
GoRefer.io Setup Guide: Launch in 15 Minutes
Everything you need to set up your referral program, from creating your branded page to sending your first reward.
Read more
Referral Management for Tax Professionals
Learn how to capture, track, and convert referrals with custom-branded pages and automated status updates.
Read more
Complete Guide to the Rewards Library
Discover how to thank clients with curated travel, dining, and experience vouchers delivered instantly.
Read more
Why Tax Professionals Trust GoRefer.io
Bank-Level Security
256-bit SSL encryption
Secure Payments
Powered by Stripe
Data Privacy
GDPR & SOC2 compliant
US-Based Support
Real humans, fast responses
AI is Coming to GoRefer.io
Say hello to Gio—your new AI-powered copilot built to make tax season less painful.
Review returns faster. Catch more. Stress less.
Gio handles the tedious stuff—extracting data, spotting errors, and drafting memos—so you can spend more time on what matters: your clients.
Meet GioFrequently Asked Questions
Everything you need to know about GoRefer.io
GoRefer.io integrates with Stripe Connect for seamless payouts. You set your commission rules, the system calculates earnings automatically, and when you approve a batch, funds go directly to your preparers' bank accounts. No more spreadsheets or manual checks.
Growth ($79/mo) is perfect for solo practitioners with up to 5 preparers and 50 referrals/month. Scale ($129/mo) adds gamification features, custom commission tiers, and supports 15 preparers with 200 referrals/month. Enterprise ($299/mo) offers unlimited everything plus dedicated support and custom integrations.
Absolutely! GoRefer.io includes a client portal where your clients can submit referrals, track their rewards, and participate in sweepstakes. You can create white-label landing pages with QR codes that make it easy for clients to refer friends and family.
Our gamification engine includes sweepstakes (prize-based client engagement), challenges (time-bound preparer competitions), leaderboards, and a rank system where preparers progress from Explorer to Admiral. It's designed to keep both clients and preparers engaged year-round—not just during tax season.
Not at all! GoRefer.io is designed to be intuitive. Most firms are up and running within a day. We provide onboarding support, training resources, and our support team is always available to help. If you can use email, you can use GoRefer.io.
Yes! During onboarding, we can help you import existing referral and client data. Our setup fees (optional) include data migration assistance to ensure you don't lose track of your historical referrals.
No long-term contracts required. You can cancel anytime. We also offer annual billing with 2 months free (16% savings) if you prefer to commit to a year. We're confident you'll love GoRefer.io once you see your referrals grow.
Still have questions?
Our team is here to help. Book a demo or reach out directly.