GoRefer vs TaxDome
How GoRefer and TaxDome compare for a tax firm, including when TaxDome may be the better choice. We have not verified TaxDome's current pricing or features, so each TaxDome row links to TaxDome's own site instead. Check it there before you decide.
Pricing model
GoRefer
Flat plan price per firm with seats included (5, 12 or 30), billed monthly or annually.
TaxDome
Not verified by us. Check TaxDome's site.
Core use case
GoRefer
Referral attribution, commissions, preparer incentives and AI-assisted intake, alongside your existing tax software and the documents, portal, tasks and invoicing the intake feeds into.
TaxDome
Not verified by us. Check TaxDome's site.
Documents, portal, tasks and billing
GoRefer
GoRefer includes all four, so this is an overlap rather than a gap: a File Manager with a storage limit for each plan (100 MB on Growth up to 2 GB on Enterprise), a signed-in client portal with document upload and appointment booking, tasks plus automations triggered by activity in GoRefer, and client invoicing through your firm's own Stripe Connect account. The limits: automations run one step after another and cannot branch, a wait can last up to 30 days and a matching exit event can stop a sequence, and your firm cannot yet send an e-signature request from GoRefer. It is built around the tax engagement rather than as a general practice-management suite.
TaxDome
Not verified by us. Check TaxDome's site.
Maturity and scope
GoRefer
Newer and narrower: referral attribution, commissions and AI-assisted intake rather than a full practice-management suite.
TaxDome
Not verified by us. Check TaxDome's site.
Referral attribution and commissions
GoRefer
Core to the product: attribution through to conversion, progressive commission tiers, bonus types, competitions, and payouts confirmed by Stripe.
TaxDome
Not verified by us. Check TaxDome's site.
Choose TaxDome when
- You are consolidating tools and have confirmed that TaxDome’s current modules cover what your firm needs.
- You need depth in document management and billing, or e-signature at all. GoRefer includes the first two, built around the tax engagement rather than as a general practice-management suite, and your firm cannot yet send a signature request from GoRefer.
- You need automations that branch. GoRefer automations run one step after another, with waits of up to 30 days and matching exit events, but they cannot branch.
- You have checked TaxDome’s track record, support and fit against what your firm needs from a vendor.
Choose GoRefer when
- Referral attribution and commission automation are the specific problem, and a broad suite does not solve them.
- You want to keep your tax software and add a growth layer rather than migrate a practice.
- You want to start with one workflow instead of a whole-firm implementation.
Can you run both?
A firm can run both, and the overlap is real — GoRefer has its own File Manager, client portal and invoicing. Nothing in it requires you to move a practice off a suite you already run, while GoRefer focuses on referral attribution, commissions and preparer incentives. If you do run both, pick one file of record for client documents before you start. Client and preparer lists import from CSV.