We help tax firms turn referrals into revenue

Why GoRefer

Your referrals deserve a system, not sticky notes

If you run a tax firm, you already know the problem. A client refers their neighbor and you never hear about it. A preparer brings in four new families and has no idea whether they're getting paid. The office is growing, but the referral side still runs on sticky notes and promises.

GoRefer gives your team one place to track referrals, calculate commissions, follow up with leads and recognize the people who grow your business. A clearer record, from introduction to payout.

How it works

1. 01

   Capture the introduction

   Connect referral links, codes and landing pages with the person who sent the client. Collect intake through a guided form, a conversation with Gio or document upload.

2. 02

   Keep the next step visible

   Assign the lead, schedule an appointment and track the team's tasks. On eligible plans, configure FlowBuilder to support repeatable follow-up.

3. 03

   Review earnings and approve payment

   Calculate commissions from return data and your configured rules, then review them for payout. Stripe Connect payments require account onboarding, approval and funding.