How Can We Help?

Create an account, then follow GoRefer’s guided onboarding to set up your firm and add team members. Your workspace brings referrals, commissions, and intake together.

GoRefer offers three plans: Growth ($149/mo), Scale ($279/mo), Enterprise ($599/mo). Annual billing is also available. Each plan has its own feature access and user limits. Visit our Pricing page for the full comparison.

Administrators manage accounts in User Management. To invite a preparer, open the Preparers tab, choose Enrollment, and select Invite Preparer. Complete the account setup; the preparer receives a welcome email with login instructions.

GoRefer tracks referral records and calculates commissions from your configured flat-rate or percentage rules. Configure schedules and payment methods in Payout Settings. Scale and Enterprise add progressive tiers and batch payout tools. Review amounts and recipient Stripe Connect setup before paying.

GoRefer encrypts supported sensitive fields with AES-256-GCM and uses encrypted connections. Records encrypted with our earlier method remain readable so they can be migrated. Our SOC 2 Type II audit is in progress; we are not yet attested. You can request our current security documents through the Trust Center, which also explains our controls, their scope and their limits.

GoRefer supports mobile workflows for referral tracking, notifications and Gio. Mobile feature availability can differ from the web application; contact support for current iOS and Android access.

Gio helps with tax research, client and document analysis, communication drafts, and questions about your firm's data that you are allowed to see, such as referral summaries. Available tools depend on your role and plan. Review AI-assisted results before using them.

You can manage your subscription from the Billing section in your admin dashboard. Use the cancellation flow there, or contact support if you need help.