Make appreciation part of the relationship.
Manage referral rewards and appreciation with a shared view of eligibility, requests and fulfillment. Offer the rewards available to your firm and keep their terms clear.
7-day free trial · $0 due today
Rewards Library
Current interfaceClient referral rewards are included with plan-based reward tiers. Client appreciation rewards require Scale or Enterprise. Catalog availability, activation costs and reward terms vary.
01
Plan-based reward access
02
Requests and approval in one place
03
Visible fulfillment status
Rewards,
in practice.
A good reward is one your firm can actually deliver. GoRefer connects the offer, the approval and the fulfillment record.
01
Choose an available reward
Browse the Rewards Library and review the reward's details, eligibility and activation terms. Do not confuse a certificate's stated value with a cash payment.
- Reward availability depends on catalog and plan
- Travel and experience certificate details
- Review activation charges and redemption conditions
02
Recognize referrals and clients
Use configured client reward milestones and, on eligible plans, individual appreciation rewards with a personal message.
- Referral reward configuration
- Appreciation rewards on Scale and Enterprise
- Approval settings for reward requests
03
Track the request through fulfillment
The Redemption Hub brings eligible requests together for review. Fulfillment follows the configured reward method and provider outcome.
- Approval, rejection and fulfillment records
- Client reward history and status
- Provider or manual fulfillment where configured
A clear path from setup to action.
01
Review the offer
Choose an available reward and check the cost, eligibility and redemption terms.
02
Approve the request
Review the client's eligibility and apply your firm's approval configuration.
03
Confirm fulfillment
Process the configured fulfillment method and follow the recorded result.
The details
that matter.
Clients follow the issued reward's instructions and redemption terms. Delivery, approval and fulfillment depend on the selected reward and configured method.
Some rewards use a configured provider; others may require recorded manual fulfillment. The product tracks the request and result but does not guarantee instant delivery for every reward.
Client rewards and preparer commissions are separate systems. Configure and review each according to your firm's program and available plan features.
Tax treatment depends on the reward and circumstances. The responsible tax professional should assess reporting obligations; a software reward record is not a tax determination.
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