Hey Product Hunt! 👋 I'm Jonathan, one of the people behind GoRefer — we built this after watching tax firms lose thousands in referral commissions every year simply because they had no real system to track them. GoRefer is a multi-tenant SaaS platform purpose-built for tax firms to manage client referrals, track agent commissions, and automate the entire payout workflow. We also ship Gio, our AI assistant (powered by AWS Bedrock) that gives firm owners real-time answers about performance, pending payouts, and client pipelines. A few things we built that no one else has for this niche: - Chrome extension that autofills client data directly into Drake, TurboTax, TaxSlayer, ProConnect, and UltraTax - Apple Watch app with complications, a daily briefing, and voice queries via Siri - True multi-tenancy with per-firm databases and full RBAC for admins, preparers, clients, and referral agents We're live with paying customers and just getting started. Happy to answer anything — especially from anyone in the tax or accounting space who knows this pain firsthand. 🙏

GoRefer.io

The referral & commission platform built for tax firms.

The referral & commission platform built for tax firms.