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Affiliates

Affiliate workspace

Track GoRefer subscription referrals, approved earnings, payout progress, and approved marketing material.

Verified September 5, 2026Open in GoRefer

Affiliate navigation

The affiliate workspace is separate from a tax firm’s client-referral and preparer-commission workflows. It covers referrals to GoRefer itself.

DashboardReview affiliate activity and current summaries./affiliates/dashboard/EarningsInspect credited and held earnings./affiliates/earnings/Referral LinksCreate and copy tracked affiliate links./affiliates/links/PayoutsFollow affiliate payout status./affiliates/payouts/Marketing KitUse approved affiliate assets and copy./affiliates/marketing/SettingsMaintain affiliate account and payout details./affiliates/settings/SupportRequest help for the affiliate program./affiliates/support/

Earnings boundary

An affiliate conversion, earned commission, hold, and payout are separate states. Use the workspace record as the source for the current status and applicable program terms.