Product guideOpen GoRefer

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App parity audited September 5, 2026

The current GoRefer product, mapped end to end.

Task-focused guidance for the real routes, roles, and workflows in the app—from the first client record to compliance, filing, finance, and follow-up.

Start with setup Open GoRefer

01

Route-backedEvery named surface links to the shipped app.

02

Role-awareAccess notes follow the enforced permission model.

03

No frozen pricingLive billing and credit screens own volatile values.

How work moves through GoRefer

The product is a connected practice workflow, not a set of isolated modules.

Walk through the workflow

1Client and leadCRM, referrals, leads, appointments/apps/contacts/2Case and intakeDocuments, facts, review, memo, activity/gio/cases/3Tax complianceDue diligence, notices, 1040 review, filing/due-diligence/4Practice outcomePerformance, invoices, commissions, payouts/finance/

Browse every guide

The structure follows the app’s current work areas, roles, and task boundaries.

Start here

Quick startSet up the firm, invite the right people, and move one client through the complete GoRefer workflow.DashboardUnderstand the role-specific home screen and manage the signed-in user’s account and security.Roles & accessKnow what each role can see, where permissions are enforced, and how people control their notifications.

Run the practice

Cases & intakeKeep intake answers, source documents, extracted facts, review work, memos, and activity together.CRM & communicationMove contacts and leads through the practice while keeping messages, appointments, tasks, and automations attached to the work.ComplianceDocument due diligence, respond to notices, review returns, research tax questions, and manage filing obligations.Autofill extensionInstall the side panel, connect it to a supported tax product, and fill a client’s intake into a return without retyping it.Firm managementUnderstand staff performance, firm health, access, recruiting, and ERO operating work.TrainingCreate firm training, assign it to people who can access it, and measure real lesson completion.DataUpload source data, inspect normalized records, and resolve reconciliation issues before using the data downstream.

Money & engagement

FinanceReview financial performance and manage the rules and records behind commissions, calculations, invoices, and payouts.IncentivesBuild reward choices, issue appreciation, and control how client and staff redemptions are reviewed.GamificationCreate measurable performance programs and give preparers a clear view of progress and ranking.

AI & growth

Gio AIUse Gio inside cases, research, content, search, and firm workflows while keeping evidence and human review visible.MarketingCreate firm-branded landing pages, run connected Facebook and Instagram advertising, launch seasonal content, and reuse approved form templates.

Administration

File ManagerOrganize, find, preview, download, and flag firm documents with role-aware controls.Platform settingsConfigure the firm identity, connected systems, billing, announcements, legal content, branding, support, and exports.

Role guides

Preparer guideFollow the preparer navigation from assigned clients and cases through compliance, training, and payouts.Client guideUse the client-safe portal for intake, referrals, retained data, and notifications.Limited agent guideUse the narrow file-access workspace without access to client records, practice finance, or firm administration.Affiliate guideTrack GoRefer subscription referrals, approved earnings, payout progress, and approved marketing material.

Find the guide for your role

Navigation and record scope change after sign-in. Start from the role you actually use.

Firm adminConfigure the tenant and oversee practice-wide work.PreparerWork assigned clients, cases, compliance, and payouts.ClientComplete intake, share referrals, and review portal data.Limited agentUse a tightly scoped account view, file workspace, and personal notifications.AffiliateTrack GoRefer subscription referrals and earnings.

How these docs stay current

Navigation coverage is checked against the application at build time. Product limits, prices, and credit balances remain in the live app so this site cannot turn old commercial data into instructions.

Current tenant navigation Enforced role allow-lists Tenant and operator portals Legacy URL redirects