Product guideOpen GoRefer
On this page
Firm adminsPreparers

Quick start

Set up the firm, invite the right people, and move one client through the complete GoRefer workflow.

Verified September 5, 2026Open in GoRefer

Start with the firm

An admin should establish the firm record before inviting the team. The logo, contact details, time zone, and public identity set here are reused throughout client-facing experiences.

Availability is controlled by both the subscription and role permissions. Use the live Billing and Feature Toggles pages as the source of truth instead of relying on copied plan limits.

Setup checklistFirm adminTrack the initial configuration tasks and return to unfinished setup./onboarding/checklist/Firm ProfileFirm adminSet the firm identity and core contact information./platform/firm-profile/BillingFirm adminSee the current plan, billing cycle, limits, invoices, and usage./billing/Feature TogglesFirm adminSee and control the firm features that are enabled./platform/feature-toggles/

Connect the team

Invite staff only after the firm settings are ready. Assign the least-privileged role that matches the person’s work, then refine access in Roles & Permissions when needed.

UsersFirm adminInvite, edit, deactivate, and review members of the firm./users/Roles & PermissionsFirm adminReview granular data and action permissions for preparers and clients./platform/roles-permissions/Tax softwareFirm adminImport client lists and prepare intake exports for supported tax software./settings/tax-software/IntegrationsFirm adminConnect the external services the firm actually uses./integrations/

Complete the first-run checklist

The checklist uses real, verifiable outcomes rather than a generic setup percentage. Finish the items that apply to the firm, then use one real client to validate the workflow.

  1. Brand the portal and confirm the firm identity.

  2. Import clients by CSV and choose how the CRM pipeline will be used.

  3. Set up the firm texting number and connect Stripe where the workflow requires payments.

  4. Invite the team with the right roles and permissions.

  5. Ask Gio Assist a firm question, then review a proposed action before confirming it.

  6. Create the first case or request, send intake, and review the returned documents.