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GoRefer Platformv2.0Open App ↗
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Quick Start Guide

Quick Start

Get up and running with GoRefer in minutes. Follow the 7 steps to set up your firm, invite your team, and go live.

7
Setup Steps
~10
Minutes Total
0
Code Required
100%
No-Code Setup

What you will set up

By completing these steps you will have a fully configured GoRefer platform: commission structures, team access, GIO AI running, intake links live for clients, and direct payouts enabled.

Admin
Preparer
Client
All roles supported

Setup Flow

Complete each step in order to fully configure your GoRefer platform

1Account
2Onboard
3Rates
4Team
5GIO AI
6Intake
7Payouts

Step-by-Step Setup

1

Create Your Account

Sign up at app.gorefer.io. Choose your subscription plan — Growth ($2,499/yr), Scale ($4,999/yr), or Enterprise ($9,999/yr). All plans are billed annually. Scale includes a 14-day free trial.

app.gorefer.io → Sign Up
2

Complete Firm Onboarding

Follow the onboarding wizard to set your firm name, logo, contact info, and timezone. Upload brand colors and your tagline in under 3 minutes.

Takes ~3 minutesView docs
3

Configure Commission Structure

Go to Commissions → Standard Rates and set up referral tiers. Support different rates per preparer, service type, or referral channel.

Commissions → Standard RatesView docs
4

Invite Your Team

Navigate to Users → Add User and add preparers and admins to your firm. Each user gets a secure sign-up email. Role-based permissions apply automatically.

Users → Add UserView docs
5

Enable GIO AI

GIO AI is included with your plan. Open GIO in the sidebar and start a conversation — ask about clients, documents, or tax questions.

GIO → Start a conversationView docs
6

Share Your Intake Link

Go to Intake → Public Link and copy your firm link. Clients fill out their tax intake on any device with no account needed.

Intake → Public LinkView docs
7

Set Up Payouts

Connect your bank account via Payouts → Settings to enable direct ACH payments to preparers on a weekly, bi-weekly, or monthly schedule.

Payouts → SettingsView docs

Recommended First Actions

Work through these after setup to fully polish your experience. Click each item to mark it done.

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  • Upload your firm logo and configure brand colors in Settings → BrandingDocs
  • Set up your custom domain (e.g. app.yourfirm.com) for a white-label experienceDocs
  • Create your first referral reward in the Rewards LibraryDocs
  • Enable two-factor authentication (2FA) for all admin accountsDocs
  • Configure your payout schedule and minimum thresholdDocs
  • Explore GIO AI by asking it to analyze a tax document or draft a client memoDocs
You are all set!

Once setup is complete, your preparers can log in, start receiving referrals, use GIO AI, and track their earnings from one place.