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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.

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

$2,112

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.

That depends on your network and your tier, and we don't publish an average — we have no audited figure to stand behind. What we can show you is the arithmetic. One Enterprise referral on the $5,499/yr plan pays $440/yr at Standard (8%), $660/yr at Power (12%) and $1,100/yr at Elite (20%). Ten of those at the Elite rate is $11,000 a year. There is no cap — and no promise either: what you earn depends on how many firms you refer, which plans they buy, and how long they stay.

Service bureaus, EROs, and multi-location tax preparation networks are ideal. They have the highest need for referral tracking, commission management, and the Rewards Library. Solo practitioners can also use GoRefer for referrals and commissions.

No, you don't need to be a GoRefer.io customer to become an affiliate. If you're not a customer yet, there is a 7-day free trial on the Scale feature set, so you can try what you'd be recommending.

Commissions follow eligible paid subscription invoices at the rate locked for that referral. If a referral upgrades from Growth ($1,349/yr) to Enterprise ($5,499/yr), your annual commission goes from $108 to $440 (Standard), $162 to $660 (Power), or $270 to $1,100 (Elite). These full-year examples assume a full annual invoice. If an upgrade produces an eligible paid invoice, commission follows that amount, subject to the commission window and payout hold.

Yes. Every plan earns commission on both billing cycles — Growth ($149/mo or $1,349/yr), Scale ($279/mo or $2,499/yr) and Enterprise ($599/mo or $5,499/yr). Standard affiliates earn 8%, Power affiliates earn 12%, and Elite affiliates earn 20% with a lifetime commission window (no expiry). It is the recurring subscription that is commissionable — the one-time activation fee is not.

Anyone in the tax preparation industry! Your network of tax professionals, ERO contacts, service bureau owners, industry association members, or anyone who runs a tax practice with referral programs. Focus on firms that need referral attribution, preparer incentives, and commission management.

Monthly plan commissions are released in full after the standard 30-day hold. Annual plan commissions are split into 2 equal installments: the first after that same 30-day hold, the second at 6 months. Payouts are processed via Stripe Connect on the 15th of each month, on the same schedule for every tier. The minimum payout is $50 — anything below it rolls into the next cycle.

Yes, the minimum payout is $50. A balance below that rolls over to the next payout cycle until it clears the threshold. All payouts are processed through Stripe Connect.

Contact affiliates@gorefer.io for the current marketing resources, product demonstrations, and co-marketing options available to your account.

Introduce your network to GoRefer.

Help tax professionals connect the work around their returns.

Apply to become an affiliate