Create an extension of your tax business

Reach clients anywhere with your virtual tax platform

Take your tax business virtual and effortlessly share your app or website with your clients on the go.

Features

What Connect can do for you

Keep your style across the board

Don’t settle for generic virtual tax prep. With Refundo, you can add your logo, brand colors, and personal touches to create a virtual experience that feels just as professional and personal as face-to-face. Your clients will recognize and appreciate the familiar branding, keeping them coming back year after year.

Branded Experience: Add your logo and colors to create a unique, professional look that sets your tax business apart.

Personalized Client Interactions: Include custom messages and company info to make every interaction feel personal and memorable.

Client Retention: Build trust and loyalty by offering a consistent, branded experience that clients will remember season after season.

Connect interface with branded tax prep options including logos and colors for a consistent virtual experience.

Shareable links interface for virtual tax services.

Reach taxpayers across the nation

Easily share your download link via email, text, or messenger, and let clients access your home screen from anywhere. Work with clients virtually and make sure they reach your page without distractions.

Easy Link Sharing: Send your link through multiple channels—email, text, or messenger—for quick client access.

Nationwide Reach: Work with clients from anywhere in the country with your virtual tax platform.

Distraction-Free Experience: Clients get a clear, focused path to your services, ensuring seamless interaction.

Gather client info in minutes

File taxes faster and more accurately with our user-friendly virtual tax prep. Clients can pre-fill their basic info by simply uploading a picture of their license and tax documents.

Quick Document Uploads: Clients can upload photos of their ID and tax forms to speed up the process.

Auto-Filled Information: Automatically populate basic info from uploaded documents, reducing manual data entry.

Accurate and Efficient: Spend less time on paperwork and more time providing quality service with fewer errors.

Connect interface of tax document upload for important tax documents for virtual tax preparation.

Benefits

Highly effective solutions

Security icon representing encryption and fraud prevention for safe transactions.

Ensure Top-Level security

Our mobile app incorporates industry-leading security features to protect your clients' sensitive data.

Enable Real-time support

Our mobile app empowers you to provide real-time support and collaboration directly through the app.

Gain insights about your customers

Track key metrics within the app to better understand the client journey.

Get Started

Marketing Solutions

Combine your virtual experience with marketing solutions that have an impact in how you reach wider audiences. From adding Connect to your website to creating a seamless journey for your customers, the goal is to keep the process simple and effective.

Virtual tax service webpage encouraging lead generation by gathering tax documents online.

Promotional strategies for boosting Connect app visibility and growing virtual tax services effectively.

Automated email sequence builder for streamlining repetitive tasks in tax preparation.

Make Connect part of your site

Add Connect to your website for efficient taxpayer info collection. Utilize your website for lead generation by adding a virtual tax service to gather documents, prepare returns quickly, and attract more clients.

Promote Connect effectively

Use simple, effective ways to boost your app and expand your virtual tax business effortlessly. We offer proven strategies and a marketing library with downloadable posts for your social media.

Automate your process

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Simple, transparent pricing

Monthly

$50.00

Per Month

Get Started

Add your logo, brand colors, and personal touches to make Connect an extension of your tax business

Unique shareable link (email, sms, social media etc)

End to end encryption

Chat support

Half year

$200

Get Started

Everything in the monthly subscription

Premium support (chat, email, phone)

Signature request (unlimited documents)

Track key metrics within the app to better understand the client journey.

Yearly

$300

Get Started

Everything in the half-year subscription

1 on 1 marketing consultation to best position your virtual tax business

Special discounts on Sieben Cybersecurity and Refundo Academy

Refundo arrow design signifying tax business growth

Download Our Social Media
Content Calendar

Our comprehensive social media calendar gives you an entire year of pre-planned, tax-industry specific content ideas.

Download

Frequently Asked Questions

How can I customize the virtual tax prep experience for my clients?

With Connect, you can personalize the virtual tax platform by adding your logo, brand colors, and custom messages. This creates a professional, branded experience that builds trust and client loyalty.

How does Connect help me reach clients nationwide?

Connect allows you to share your virtual tax platform via email, text, or messenger, enabling you to work with clients from anywhere in the country. It ensures a distraction-free experience, providing a clear path to your services.

How do clients upload their documents, and how does it speed up the tax prep process?

Clients can upload photos of their ID and tax forms directly into the platform. This pre-fills their basic information, helping you file taxes faster and with fewer manual errors, improving both accuracy and efficiency.

Is client data secure when using the Connect platform?

Yes, Connect ensures full security for all stored and transmitted information with end-to-end encryption. This keeps your clients' data protected throughout the entire virtual tax preparation process, giving both you and your clients peace of mind.

Frequently asked questions about banking services for tax professionals.

Refundo is THE one-stop shop for all of your tax pro business needs. From banking products, to cybersecurity and marketing solutions, we are here to help you unlock your best tax season yet!

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