Platform Documentation
Everything you need to get the most out of GoRefer — from referral management to GIO AI, white-label branding, intelligent analytics, and beyond.
What is GoRefer?
GoRefer is a complete multi-tenant platform built for tax firms to manage their referral networks, automate client intake, pay preparers, and grow their business using intelligent tools. Every feature is designed for tax professionals — no technical background required.
Every part of the platform is enhanced by GIO AI — an intelligent assistant that understands tax, reads documents, answers questions, and helps preparers serve clients faster.
Platform Features
GIO AI
Conversational AI for tax work — chat, documents, memos, playbooks
Referral Management
Track every referral, automate commissions, real-time status
Client Management
Full CRM, appointment scheduling, notes, rewards, and appreciation
Tax Intake
Smart intake wizard + conversational GIO-powered intake experience
Commissions & Payouts
Configurable commission structures, bank payouts, batch processing
Leaderboards & Gamification
Competitions, challenges, sweepstakes, badges, rewards library
Firm Analytics (FirmIQ)
Health scores, benchmarks, predictive insights, recommendations
Workflow Automation
Event-driven automations with a visual builder — FlowBuilder
Integrations
Connect your favorite tools via ConnectHub — sync, map, automate
White Label & Branding
Custom domain, email branding, logo, colors — fully yours
Security & Compliance
Two-factor authentication, audit logs, RBAC, Security Hub
Billing & Subscriptions
Plan management, invoices, automatic renewals, cancellation flow
Platform at a Glance
| Area | Key Capabilities | Who Uses It |
|---|---|---|
| GIO AI | Chat, document analysis, memos, playbooks, knowledge base | Preparers, Admins |
| Referrals | Referral tracking, status updates, commission triggers | Preparers, Admins |
| Client Portal | Dashboard, rewards, appointments, secure data sharing | Clients |
| Tax Intake | Smart wizard, conversational AI intake, OCR document upload | Clients, Preparers |
| Commissions | Tiered rates, overrides, bonuses, direct bank payouts | Admins, Preparers |
| Gamification | Leaderboards, competitions, challenges, sweepstakes, badges | Preparers, Admins |
| Analytics | FirmIQ health scores, benchmarks, predictions | Admins, Firm Owners |
| White Label | Custom domain, branding, email, logo | Admins, Firm Owners |
| Security | 2FA, audit logs, RBAC, IP restrictions | Admins |
User Roles
Getting Help
If you need help, you can reach our support team directly from the platform — just click the Support button in the sidebar. You can also ask GIO AI any question about the platform and it will guide you through the right steps.
Open GIO AI from the sidebar and ask any question — GIO can explain features, walk you through workflows, and even help draft documents.