A more connected
tax practice.

Clients, preparers and referral partners use their own referral links and codes. Submissions connect the new lead to its source; the firm can follow referral status, pending/converted/funded progress, assigned preparers and linked return records. This is link and code attribution, not a choice of first-touch or multi-touch marketing models.

Yes. Standard commissions are available in every plan. Scale and Enterprise add configurable progressive brackets and per-preparer overrides. GoRefer calculates commission records and preparer summaries from your firm's rules; your plan sets how many bonus types you can configure.

The catalog supports gift cards, merchandise, experience and travel certificates, donations and service credits. Available inventory, terms and fulfillment depend on your firm's configuration and selected reward. The platform also supports referral milestones, sweepstakes, a Redemption Hub and approval settings. Appreciation rewards start on Scale.

They make progress visible through referral ranks, preparer leaderboards, competitions and challenges. Ranks are Explorer (0), Navigator (5), Captain (25) and Admiral (50 referrals). Competitions use configurable periods and performance metrics; challenges can award monetary or nonmonetary recognition after validation. Plan allowances apply.

Dashboards show referral activity, conversion and funding status, and preparer performance. Enterprise adds FirmIQ for firm health, client return risk, forecasts, scenarios and recommendations. These are decision-support tools, not guaranteed predictions of revenue or client behavior. Data export is available to the firm.

Yes. Preparers have access to their assigned clients, referral and earnings information, leaderboards, competitions and challenges as permitted. Admins manage roles and access, and can exclude individuals from calculations or incentive activities. Custom roles and granular permission controls start on Scale.

Gio supports research with citations, Senior Review Memos, Content Studio, document analysis and chat, Cases, 1040 Review, due diligence and notice-response drafting. Board Room is for admin firm questions. Usage draws from GIO credits. Most operations have a fixed charge; Board Room varies with response length. Current rates: Quick chat 3, Deep chat 5, Tax research 3, Senior Review Memo 5, Document OCR 5, Document chat 1, Content Studio 3, Return review 10; Board Room varies with response length (minimum 2 credits). Standalone 1040 Review is 50 credits; due diligence and notice responses are 4 credits each. Review AI output before using it.

Yes. The CRM brings together client records and lifecycle statuses, lead assignment, categorized interaction notes, appointments, staff availability, tasks, bookmarks and search. Scheduling includes business hours, conflict detection and reschedule/cancel workflows.

Clients can use a guided form, conversational intake with Gio or document-assisted autofill through a unique link from your firm. The intake collects taxpayer, dependent, income, deduction and bank details, records section progress, and lets the client review the details read from their documents. Submitted intake then goes to a preparer, who can accept it, reject it or request changes. GoRefer does not prepare or transmit the return.

Yes, on Scale and Enterprise. FlowBuilder joins an event and conditions to ordered actions such as email, SMS, tasks, field updates and webhooks, with testing and run history. ConnectHub offers mapped CSV/Excel imports and inbound webhooks. The QuickBooks Online, Google Sheets and Google Calendar connections send GoRefer clients or appointments out to those tools; they are not two-way syncs.

The product supports configurable volume, seasonal, fast-start, loyalty and recruiting incentives, alongside client referral milestones. Thresholds and amounts are firm settings. The allowance for configured bonus types is Growth: 1, Scale: 3, Enterprise: 10; advanced and recruiting controls depend on plan.

Upload a Form 1040 and supporting documents to produce reviewable findings with return-line references, source figures, differences and confidence. It can run independently or use context from an existing case. It helps a preparer compare the return with its evidence; the preparer makes the final determination.

Yes. Gio can draft a structured diligence memo using documents, notes and intake context, including credit eligibility, filing status, identity, retention and follow-up evidence. A separate generator drafts the Part V explanation for review and transfer into your tax software. Memo sharing and signature records support the review workflow; they do not replace the preparer's diligence.

Log the notice, attach a case and draft a response using its facts and evidence. Federal and state templates provide the relevant authority, appeal body and response context; a generic state template is also available. The firm must check the notice, deadline and letter. GoRefer drafts the response; your firm sends it.

It provides records for PTIN/EFIN, a versioned WISP and employee acknowledgements, CE, state registration, retention and authorizations. State starting values must be confirmed by your firm before they are scored. The retention ledger helps you make, and keep an audited record of, a deliberate deletion decision; how long GoRefer itself keeps data is described in the Trust Center. Software alone does not establish compliance.