Give every referral a place to grow.
Connect the person who made the introduction with the client who comes through your door. Keep referrals, preparer assignments, conversion and funding status together.
7-day free trial · $0 due today
My Referrals
Current interfaceReferral tracking and personal referral links are available on every plan. Monthly referral limits vary by plan.
01
Personal links and referral codes
02
Clear preparer assignments
03
Conversion and funding status
Referral tracking,
in practice.
A referral is a relationship worth remembering. GoRefer gives your team a shared record of who referred whom and what happens next.
01
Capture the introduction
Clients and preparers can share personal referral links and codes. Staff can also enter a referral manually and associate it with the right referrer.
- Branded landing pages connect referrals with their source
- Client, preparer and referral-partner codes
- Contact details and a dated referral record
02
Keep ownership clear
Assign a preparer, record follow-up details and convert a referral into a client. Authorized staff can correct the referrer when an attribution needs attention.
- Assigned and unassigned referral views
- Notes, contact status and follow-up dates
- Manual attribution corrections with a recorded change
03
Follow conversion through funding
Conversion and funding are separate pieces of information. GoRefer keeps both visible so a new client is not confused with a funded return.
- Pending and converted referral records
- Funding status linked with master return data
- Referral totals, link activity and exportable records
A clear path from setup to action.
01
Share or record a referral
Use a personal referral link or code, or have staff record the introduction directly.
02
Assign and follow up
Give the referral an owner and keep contact details and follow-up notes in its record.
03
Convert and track funding
Convert the referral to a client and track funding as return data is added or updated.
The details
that matter.
Authorized staff can change the referrer and record the reason. GoRefer does not provide configurable first-touch, last-touch or assisted attribution models.
Clients can share their personal link and referral code. Submitted referrals are linked to the referrer and can be reviewed by the firm.
A firm can manage its preparers and referrals together. Access follows the product's roles and permissions; review those permissions when organizing a multi-office practice.
Referral counts, conversion and funding status, personal link activity and preparer-related views. Available detail depends on the screen and plan; accurate source records remain important.
The 7-day free trial uses the Scale feature set. Enterprise-only capabilities are not part of that trial. A card is required to start the trial, and nothing is charged that day. When the trial ends, the plan you chose begins and is billed to that card, with its one-time setup fee, unless you cancel before then. Your card is held by Stripe, our payment processor; GoRefer never stores card details.
Make room for a more connected practice.
7-day free trial · $0 due today