THE GOREFER AFFILIATE PROGRAM
Good introductions deserve recognition.
Connect tax professionals with GoRefer and earn recurring commissions. Start at 8%, with higher rates as your network grows.
Already a partner? Sign in to your affiliate account →
A clear share of recurring revenue.
Start at Standard. Qualify for Power and Elite as your network grows.
Standard
8%
Your starting tier after approval
- Attribution cookie
- 90 days
- Commission window
- 12 months
- Monthly payout
- 15th
Power
12%
10+ firms or $10,000+ commission earned
- Attribution cookie
- 120 days
- Commission window
- 12 months
- Monthly payout
- 15th
Elite
20%
25+ firms or $50,000+ commission earned
- Attribution cookie
- 180 days
- Commission window
- Lifetime
- Monthly payout
- 15th
Commission applies to paid recurring subscriptions, excluding activation fees. Tiers are reviewed quarterly; a downgrade follows 2 consecutive quarters below the threshold. Cookie and commission windows are separate. New referrals use your current tier; existing referrals retain their locked commission rate.
Explore the numbers.
An illustrative calculation using current annual prices and commission rates. Your earnings depend on qualifying referrals and paid subscriptions.
Your Affiliate Tier
Number of Active Referrals
10
1
50
Expected Plan Mix
Assumes 40% Growth, 40% Scale, 20% Enterprise
Commission on the referrals you picked
per year
Annual plans pay in 2 installments: half after the 30-day hold, half at 6 months
$108
Growth/yr
$200
Scale/yr
$440
Enterprise/yr
Arithmetic, not a forecast: the published commission rate applied to the plan prices you picked. Tier is yours to choose here — in the program it is earned, with Power at 10+ active firms or $10,000+ cumulative commission earned and Elite at 25+ active firms or $50,000+ cumulative commission earned.
Built for your professional network.
Up to 20% Recurring Commission
Standard affiliates earn 8%. Power affiliates earn 12%. Elite affiliates earn 20%, with a lifetime commission window.
No Earning Caps
No cap on how many firms you refer or on what you earn from them. Commission runs for 12 months per referral at Standard and Power, and for the lifetime of the account at Elite.
Unique Tracking Link
Get your own branded affiliate link. Track attributed clicks and conversions in your affiliate account.
Perfect for Service Bureaus
Recommend GoRefer.io to your network of tax offices and EROs. You know their pain—you have the solution.
Dedicated Support
Contact our affiliate team for available marketing resources and help with your account.
Affiliate Dashboard
Review recorded clicks, conversions, commissions, and payouts from your affiliate account.
From introduction to commission.
01
Apply & Get Approved
Fill out a quick application. Once approved, access your affiliate account and referral link.
02
Share Your Link
Spread the word to your network—service bureaus, EROs, tax professionals. Use your unique link in emails, calls, or at events.
03
Get Paid Monthly
You earn on every plan your referrals pay for, monthly or annual — 8% as a Standard affiliate. Reach 10+ active firms or $10,000+ cumulative commission earned → Power tier (12%). Reach 25+ active firms or $50,000+ cumulative commission earned → Elite tier (20%, lifetime commission window).
Know the terms.
The same payout and account controls apply across every tier.
Payouts
Monthly commissions are released after a 30-day hold. Annual commissions are paid in 2 installments: the first after the hold, the second at 6 months. Stripe Connect payouts run on the 15th, with a $50 minimum; smaller balances roll forward.
Account and attribution controls
The affiliate system tracks W-9 status, fraud scores, and refund or chargeback clawbacks. Manual attribution claims are limited to 5 per quarter. Review your account for recorded commissions and payout status.
Marketing resources
Your account identifies your affiliate tier. Contact the affiliate team for available badges, marketing assets, and co-marketing support.
A few more details.
Introduce your network to GoRefer.
Help tax professionals connect the work around their returns.
Apply to become an affiliate