For solo practitioners
A personal practice. A connected way to grow.
Your reputation brings people through the door. GoRefer helps you keep track of the introductions, the intake and the next thoughtful follow-up.
Every introduction is worth remembering.
Who sent the client? Have you followed up? Was the return funded? A shared record answers those questions without a separate spreadsheet for every step.
My Referrals
Current interfaceStart simply. Add what you need.
01
A referral link that belongs to you
Share a personal link through your existing client relationships. Branded pages collect introductions and connect them to the referrer.
Explore the workflow →02
A record you can follow
See the referral, client conversion and funding status. Add a note or follow-up instead of relying on memory.
Explore the workflow →03
Intake with less repetition
Let clients answer guided questions or work with Gio, upload documents and confirm their information before you review it.
Explore the workflow →04
Appreciation with clear terms
Use the reward options your plan and catalog provide. Check eligibility, activation costs and fulfillment status before promising a reward.
Explore the workflow →05
Gio at your side
Use your monthly GIO credits for research, document questions and drafts. Review AI output before using it in your tax work.
Explore the workflow →06
Recognition when you want it
Use client referral ranks, competitions and sweepstakes within your plan limits. A simple referral process can stand on its own.
Explore the workflow →From first introduction to the next step.
A starting point for your practice
Growth
5 seats · 100 referrals/month
200 GIO credits/month · 100 MB storage
$149/month
Or $1,349/year. $199 one-time setup.
See Pricing for current prices and full plan limits.
Built around
your questions.
Yes. You can start with a personal referral link and a branded landing page, then add other workflows when they are useful to your practice.
You can focus on client referrals and use only the workflows you need. Reward costs and fulfillment terms still depend on the offer you select.
The client portal shows their referral activity and available rewards. Access and details depend on the client's account and your firm's configuration.
Competitions and sweepstakes are optional. Client ranks are based on referral count: Explorer, Navigator, Captain and Admiral.
Compare the subscription, setup fee and any reward or credit costs with your own practice needs. There is no guaranteed return on investment or promise that one referral pays for the subscription.
Growth includes 5 seats for administrators and preparers. Invite staff individually and review their access permissions.
Yes. The 7-day free trial uses Scale features. 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.