GoRefer.io

By GoRefer.io LLC on AppTrack Ninja.

GoRefer is the all-in-one referral management and commission tracking platform built exclusively for tax firms. Whether you're managing a small practice or a large multi-preparer firm, GoRefer streamlines every step of your referral workflow — from intake to payout. KEY FEATURES • Referral Management — Track every client referral from first contact to completion. Know exactly where each referral stands at all times. • Commission Tracking — Automatically calculate and log commissions for every preparer and agent. Approve payouts with one tap. • Client Engagement — Send reminders, follow-ups, a…

Categories: Business, Productivity

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