GoRefer · Office #54,443

What it is

Calls itself “growth layer”.

• Calls itself: growth layer

“…growth layer for tax firms”

What it costs

Monthly subscription, yearly plan and takes a commission. Free for a trial period. Has an enterprise plan. Prices quoted: $149/mo, $279/mo, $599/mo.

• Monthly: yes
• Yearly: yes
• Commission: yes
• Free plan: free for a trial
• Price: $149/mo · $279/mo · $599/mo
• Enterprise plan: yes

“…or $1,430/yr — Save $358/year vs monthly”

“GoRefer's 1% platform fee is deducted automatically from each payment.”

“Free trial: 7 days. Cancel before it ends and you aren't charged.”

Who it sells to

Sells to businesses. Built for small businesses. Made for partner and preparer.

• Sells to: businesses
• Company size: small businesses
• Made for: partner · preparer

“We help tax firms turn referrals into revenue”

“For Solo Offices For Multi-Office Firms”

How it runs

A browser extension. Hosted in the cloud. Distributed through the Chrome Web Store. Offers an API. AI is a side feature.

• Kind: extension
• Runs where: cloud / hosted
• Distributed via: Chrome Web Store
• API: yes
• AI role: a side feature

“Chrome extension (beta)”

“GoRefer is the growth layer for tax firms.”

What it works with

Integrates with Google Calendar, Google Sheets, QuickBooks Online and 1 more. Names Chrome, Gio and 1 more on its pages.

• Integrates with: Google Calendar · Google Sheets · QuickBooks Online · +1
• Names: Chrome · Gio · Stripe

“Chrome extension (beta)”

“…take intake with Gio, our AI assistant”

What it offers as proof

Live, no waitlist. Trying it asks for a card. Publishes a blog.

• Instant signup: yes
• Trial asks for: a card

“Get Started Free”

“A card is required to start the trial, and nothing is charged that day.”