- Refundo Marketing
Dominate the tax marketing game
Transform your tax business without the stress. With Refundo as your dedicated marketing team, we turn innovative strategies into tangible results. Attract more clients, establish your dominance, and lead your market with ease.
Done-for-you tax marketing system
Unlike any other tax program, we don’t just equip you with the strategies – we roll up our sleeves and get to work alongside you. The program targets crucial facets of your business through actionable videos with a primary focus on executing the strategies that are proven to grow your tax business.
Tax marketing vision
From custom websites to influencer partnerships, grasp the full spectrum of tax business marketing. This ensures a well-rounded strategy built to optimize your tax business.
Personalized touch
While we provide the tools and execution expertise, we respect your invaluable insights about your clientele. The fusion of our strategies with your insights guarantees optimal results.
Hassle-free execution
After each video, a simple form submission is all it takes from your end. We handle the design, messaging, and execution, making the journey from strategy to implementation seamless.
Customized website to set you apart
A website is more than just an online presence; it’s your digital storefront. We craft websites that aren’t just visually appealing but resonate with your target audience, focusing on lead conversion and showcasing your expertise.
- Sleek, responsive designs optimized for all devices.
- Integrated lead magnets for maximum client capture.
- Real-time Google testimonials to build trust.
Highly targeted sales funnels ready for deployment
We understand that a generic approach doesn’t cut it. Our sales funnels are designed to cater to specific niches, addressing unique pain points and offering tailored solutions, ensuring higher conversions.
- Customizable funnels to cater to diverse needs
- Use sales funnels to host free trainings and demos that demonstrate expertise
- Proven methodologies to increase booked appointments
Boost your Google rankings effortlessly
In the digital age, visibility is everything. Our automated review process not only enhances your credibility but significantly boosts your Google rankings, placing you at the forefront when clients search for tax professionals.
- Seamless review collection via email or text.
- Increase your online credibility with genuine reviews.
- Outshine competitors in Google search results.
Email and text automation: engage & convert with precision
Your time is valuable. Our automated email and text solutions keep you engaged with your clients without the manual hassle. With over 150 proven templates, communicate effectively and convert more leads.
- Intuitive website builder for email creation.
- Personalized text messaging solutions.
- Set, forget, and watch the results roll in.
Appointment calendars: scheduling made simple
Say goodbye to back-and-forth emails and missed calls. Our integrated appointment calendars streamline the booking process, offering clients the flexibility to schedule at their convenience and ensuring they never miss an appointment with timely reminders.
- Seamless online booking for clients.
- Automated reminders reducing no-shows.
- Sync with your preferred calendar tools.
AI chat bot: your 24/7 virtual assistant
In today’s fast-paced world, instant response can make the difference. Our AI chatbot is designed to engage leads promptly, answer their queries, and even schedule appointments, ensuring you never miss an opportunity.
- Intelligent responses tailored for tax queries.
- Automate appointment bookings without lifting a finger.
- Enhance user experience with instant interaction.
CRM: organize your clients all in one place
Our CRM solution is tailored for tax professionals, offering an intuitive platform to manage, track, and communicate with leads. Say goodbye to scattered information and hello to centralized, efficient lead management.
- Seamless Integration: Effortlessly merge with other tools and services you're using.
- Direct Communication: Engage with your leads right from the CRM, whether through email, text, or other channels.
- Real-Time Tracking: Monitor lead progress, from initial contact to conversion, ensuring no opportunity slips away.
Here's everything that is included
Tax Marketing Mastery
Our program is designed to do all of the heavy lifting for you. We’ve identified major gaps that tax professionals miss in their marketing strategy, and our goal is to simply execute these for you. We will strategically use all the tools you see below to elevate your digital presence and create a system that will consistently generate new clients.
- Access To Our Tax Marketing Mastery Program
- Fully Built Custom Website
- Built In Custom Lead Magnets
- Customer Relationship Management (CRM)
- Unlimited Contacts
- Unlimited Appointment Calendars
- Email & Text Automation
- Form & Survey Builder
- AI Chat Bot
- Boost Ranking On Google
- Custom Sales Funnels & Landing Pages
- Facebook & Google Ads
- Growing Your List In The Off-Season
- Partnering With Influencers
- Partnering With Local Businesses
- Tax Season Strategy
- Priority Zoom Calls (Support)
- Reporting
- Smart Invoicing (Payments)
- Weekly Newsletter Delivery
- Client Portal (Coming Soon)
Frequently Asked Questions
Our program is unique in that it doesn’t just teach you the strategies – we actively implement them with you. After each lesson, you submit a simple form, and we handle the execution, ensuring the journey from learning to implementation is seamless.
No, our tools are designed with user-friendliness in mind. Remember, we will be your dedicated marketing team and will handle all the execution. Whether it’s your custom website or our integrated CRM, everything is intuitive and straightforward.
Our sales funnels are designed for specific niches and come with strategies tailored to those niches. Additionally, during the off-season, you can utilize them for growing your audience through free trainings, demos, and more.
No prerequisites are required. The program is designed for both newcomers and seasoned tax professionals looking to enhance their marketing strategies.
Our AI chatbot is a virtual assistant that instantly engages with leads that come from your site or landing pages. It’s designed to answer queries, gather information, and even schedule appointments, all while offering a personalized user experience.
We’ve incorporated an automated review collection process. By making it easy for clients to leave reviews on your Google business listing, we enhance your online credibility and visibility, organically boosting your Google rankings.
Absolutely! Our solutions, especially the CRM, are designed for seamless integration with many popular tools and platforms. If you have specific tools in mind, reach out, and we’ll assist with the integration process.
Our team of advertising experts crafts and manages ad campaigns tailored to your specific business goals. We leverage data-driven strategies to ensure maximum visibility and conversion. From ad creation, targeting, to continuous monitoring and optimization, we handle all aspects to drive qualified leads to your business.
Refundo works seamlessly with your favorite leading tax software. Plus, all of our technology is built in-house so we can create the customized, lightning-fast solutions you need.
Ready to grow your tax business?
Join the thousands of tax professionals who are already using our tools. Schedule a demo today!
General support
For general queries, including partnership opportunities, please email:
Technical or Account-Related Support
We’re here to help! If you have technical issues, please visit our Help Center