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GoRefer

Tracks client referrals to tax preparers and calculates commissions, payouts and preparer leaderboards from configured rules.

From $149/moActively maintained

FinanceAnalyticsWorkflow automationEnterprise
gorefer.io ↗Launched on Product Hunt · Oct 28, 2026
Open gorefer.ioAlternativesSet it up for my team
GoRefer: data, price, alternatives
At a glancechecked Oct 28, 2026

not read yet

Use

For
Tax firms that run referral programs and need to track referrals, preparer commissions and incentives
Price
From $149/mopricing page, read Oct 29, 2026Trial & discounts: free trial · 30-day money back
Activity
Actively maintainedrelease 7 months ago · site updated 5 weeks ago
Company
GoRefer.io LLCprivacy policy
App Store
00 ratingsiPhone & iPad · updated Apr 20, 2026
Used for
  • Track which referral sources bring in new clients
  • Calculate and export preparer commission payouts
  • Run competitions and leaderboards to recognise preparers
read off gorefer.io on Oct 29, 2026
Worth knowingcomputed from what we read · each with its source
  • Publishes llms.txt, a file written for AI assistantsgorefer.io ↗
  • Launched on Product Hunt on Oct 28, 2026Product Hunt ↗
Pricingpricing page, read Oct 29, 2026

From $149/mo

Trial & discounts free trial · 30-day money back

pricing page

Price Watch: every price change in the Atlas, weekly

Your datawhat they publish, each line with its page · read Oct 29, 2026

“We do not use this information to train AI models.”

privacy policy ↗

These are GoRefer's own statements, read from its pages. We did not audit them. A line that is missing was not found on the pages we read; it does not mean the practice is absent.

Alternatives in Financeby use, among tools still maintained

Figure and bar: visits/mo, estimate · year: online since

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Questions this page answers
  • What is GoRefer?

    Tracks client referrals to tax preparers and calculates commissions, payouts and preparer leaderboards from configured rules. It is listed in the Atlas under Finance and made by GoRefer.io LLC.

  • Who is GoRefer for?

    Tax firms that run referral programs and need to track referrals, preparer commissions and incentives

  • How much does GoRefer cost?

    Paid plans start at $149/mo, per GoRefer's pricing page on 2026-10-29.

  • Is GoRefer free?

    No. Its pricing page showed no free plan on 2026-10-29.

  • Is GoRefer still maintained?

    Actively maintained: release 7 months ago · site updated 5 weeks ago.

  • Who owns GoRefer?

    GoRefer is run by GoRefer.io LLC, per its privacy policy (2026-10-29).

  • Does GoRefer train AI on your data?

    No, per its privacy policy (2026-10-29): “We do not use this information to train AI models.”

  • Is GoRefer safe?

    We do not audit vendors. What GoRefer publishes, read 2026-10-29: a trust center; on training with your data, “We do not use this information to train AI models.”.

  • Does GoRefer have an iPhone app?

    Yes: “GoRefer.io” on the App Store, rated 0 from 0 ratings; current version released 2026-04-20.

  • Does GoRefer have a free trial?

    Yes, a free trial, per its pricing page (2026-10-29).

  • How do I cancel GoRefer?

    In its own words (terms of service, 2026-10-29): “After your first payment s 30 days, you can cancel anytime.”

  • Does GoRefer give refunds?

    In its own words (terms of service, 2026-10-29): “30-day money-back guarantee on your first subscription payment, monthly or annual.”

  • What are alternatives to GoRefer?

    In Finance, by use: Clemta, Ledger IQ, TaxGPT (AI Tax Co-Pilot), FinStat, Mandatzo.

How we read a tool

No votes, no reviews, no vendor claims. Every week a crawler reads each tool's own site and a few public registries, and the words on the card are bands over what it read.

  • Use: visits to the site (estimated), installs from npm and PyPI, presence in Chrome's usage report.
  • Activity: the newest release on GitHub, npm or PyPI; the newest dated page on the site; open roles on a public jobs board.
  • Price: the vendor's own pricing page, read with the date. A figure is printed only when it is on that page.
  • The line and the use cases are written by us from the homepage, one tool at a time, and refused when they repeat the vendor's marketing.

How AI assistants read each site — the reading vendors ask us about — is on each tool's own visibility page.

How we read every tool → · By INITE Atlas Desk