CONNECTIONS / CONNECTHUB
Your tools.
A connected practice.
Put your GoRefer client records to work in QuickBooks and Google Sheets. Send appointments to Google Calendar. Bring records in through mapped imports and webhooks.
INCLUDED ON SCALE & ENTERPRISE
A clear job for every connection.
These are ConnectHub connections, including CSV/Excel imports with field mapping. Basic bulk user import is a separate administrator tool available on every plan.
QuickBooks Online
Creates QuickBooks customers from GoRefer clients.
one-way, GoRefer → providerScale & Enterprise
Google Sheets
Exports GoRefer client rows to a Google Sheet.
one-way, GoRefer → providerScale & Enterprise
Google Calendar
Creates calendar events from GoRefer appointments.
one-way, GoRefer → providerScale & Enterprise
CSV / Excel import
Bulk-import records, with field mappings suggested from your file's column headers.
one-way, provider → GoReferScale & Enterprise
Inbound webhook
Receives mapped records through an inbound webhook.
one-way, provider → GoReferScale & Enterprise
These connections move data in one direction. Changes in QuickBooks or Google do not sync back to GoRefer.
From commission payouts to tax forms.
PAYMENTS
Stripe Connect
Review and approve commission payouts to each preparer's connected Stripe account. Included on every plan; batch payouts require Scale or Enterprise. Payouts still depend on each payee's Stripe setup, available funds and processing time.
Explore commissionsTAX SOFTWARE · BETA
GoRefer AutoFill
AutoFill is in beta: it fills supported fields on the current OLT Pro web page from approved intake data. The preparer reviews the values, saves and continues through the return. The preparer also completes any fields AutoFill does not support and any step it hands back.
Explore AutoFill