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GoRefer
Referrals, commissions and AI intake for tax firms
GoRefer runs the growth side of a tax firm. Track who referred every client, calculate what each preparer and partner is owed, take intake with Gio, our AI assistant, and publish landing pages, all beside the tax software your team already uses.
Tax firms grow on referrals. A client tells their sister, a church group sends a dozen families, a seasonal preparer brings in half their street. But in most offices that growth lives in a spreadsheet, a notebook and somebody's memory, and every January the same questions come back: who referred this client, what is each preparer owed, and who still hasn't sent their W-2?
The usual answer is "move everything to our all-in-one tax software." Most firms don't want to. Their team knows the software they have, and it works.
So we built GoRefer to sit beside it.
🔗 Referral tracking: links, codes and landing pages tied to the person who sent each client, from first click to funded return.
💸 Commissions and payouts: GoRefer calculates what every preparer and partner is owed and exports the payout file. Your firm pays through its own payroll or bank.
🤖 Gio, our AI assistant: guided or conversational intake that reads uploaded documents and fills the matching fields for the client to confirm. Gio also summarizes client files and drafts due-diligence memos. Gio Agent can chase missing documents by email, text and in-app, and asks before each send unless the firm allows standard messages.
🧩 AutoFill Chrome extension (beta): enters reviewed intake into supported fields in browser-based tax software, for the preparer to check.
🌐 Gio Sites: Gio drafts your firm's landing pages from your own details and holds them back if they promise refund timing, guarantee results or show an EFIN.
✅ Review and compliance: standalone 1040 review, Form 8867 memos, notice-response drafts, and your PTIN, EFIN, WISP and CE records in one place.
What we deliberately don't do: prepare or file returns, write reviews for you, or move your money. Gio drafts; your preparers review and sign.
There's a 7-day free trial on the Scale feature set, and plans start at $149 a month.
I'd love your feedback, especially from anyone who has run a tax office or built software for one. Which part of filing season would you hand off first?
About GoRefer on Product Hunt
“Referrals, commissions and AI intake for tax firms”
GoRefer was submitted on Product Hunt and earned 0 upvotes and 1 comments, placing #284 on the daily leaderboard. GoRefer runs the growth side of a tax firm. Track who referred every client, calculate what each preparer and partner is owed, take intake with Gio, our AI assistant, and publish landing pages, all beside the tax software your team already uses.
On the analytics side, GoRefer competes within SaaS, Artificial Intelligence and CRM — topics that collectively have 529.5k followers on Product Hunt. The dashboard above tracks how GoRefer performed against the three products that launched closest to it on the same day.
Who hunted GoRefer?
GoRefer was hunted by GoRefer.io LLC. A “hunter” on Product Hunt is the community member who submits a product to the platform — uploading the images, the link, and tagging the makers behind it. Hunters typically write the first comment explaining why a product is worth attention, and their followers are notified the moment they post. Around 79% of featured launches on Product Hunt are self-hunted by their makers, but a well-known hunter still acts as a signal of quality to the rest of the community. See the full all-time top hunters leaderboard to discover who is shaping the Product Hunt ecosystem.
For a complete overview of GoRefer including community comment highlights and product details, visit the product overview.
GoRefer.io LLC
Hey Product Hunt 👋
Tax firms grow on referrals. A client tells their sister, a church group sends a dozen families, a seasonal preparer brings in half their street. But in most offices that growth lives in a spreadsheet, a notebook and somebody's memory, and every January the same questions come back: who referred this client, what is each preparer owed, and who still hasn't sent their W-2?
The usual answer is "move everything to our all-in-one tax software." Most firms don't want to. Their team knows the software they have, and it works.
So we built GoRefer to sit beside it.
🔗 Referral tracking: links, codes and landing pages tied to the person who sent each client, from first click to funded return.
💸 Commissions and payouts: GoRefer calculates what every preparer and partner is owed and exports the payout file. Your firm pays through its own payroll or bank.
🤖 Gio, our AI assistant: guided or conversational intake that reads uploaded documents and fills the matching fields for the client to confirm. Gio also summarizes client files and drafts due-diligence memos. Gio Agent can chase missing documents by email, text and in-app, and asks before each send unless the firm allows standard messages.
🧩 AutoFill Chrome extension (beta): enters reviewed intake into supported fields in browser-based tax software, for the preparer to check.
🌐 Gio Sites: Gio drafts your firm's landing pages from your own details and holds them back if they promise refund timing, guarantee results or show an EFIN.
✅ Review and compliance: standalone 1040 review, Form 8867 memos, notice-response drafts, and your PTIN, EFIN, WISP and CE records in one place.
What we deliberately don't do: prepare or file returns, write reviews for you, or move your money. Gio drafts; your preparers review and sign.
There's a 7-day free trial on the Scale feature set, and plans start at $149 a month.
I'd love your feedback, especially from anyone who has run a tax office or built software for one. Which part of filing season would you hand off first?