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Connect Mobile App

Reach customers anywhere with a virtual tax business

Add a virtual side to your tax business and easily share your app or website with customers instantly.

Works with the leading tax software

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Virtual Tax Business Customization

Match everything to
your brand and style

Match everything to your brand and style

Add your logo, brand colors, company info, and personal introduction to make your app an extension of your tax business.

We wanted you take ownership of your virtual tax business just as much as your current tax business. This meant creating an experience that your clients will understand and recognize, and also serve as a new opportunity to reach clients all across the country.

Gather your clients
info in minutes

Connect is simple for anyone to use and helps you complete returns fast and effectively.

We understand that sharing a different way to do your taxes can be challenging. That’s exactly why we focused on making the process extremely easy to use. You can pre-fill your basic info with a picture of your license, and upload all tax documents to the preparer with the click of a button.
Virtual Tax Business: Gather Data
Virtual Tax Business Share Link

Share your app with taxpayers across
the US

Share your app with taxpayers across the US

You can share your unique download link with anyone through email, text, or messenger. Once they click your link, they’ll be directed to your home screen to get started.

Having a virtual tax business means being able to work with customers anywhere. More importantly, making sure they get to your virtual page without any distractions is critical. Customers will simply click on your link and be guided directly to your virtual page to start sending their tax information.

Make Connect a part
of your website

Make Connect a part of your website

Add Connect to your website, and start gathering taxpayer info instantly.

Tax pros across the country are underutilizing their website to get new customers. Right now, most websites have a way to schedule an appointment with their preparer. But by implementing a virtual tax business to your website, you can start gathering tax documents, prepare the return faster, and ensure that client is yours.
Virtual Tax Business: Add to your website

Import taxpayer info
from Connect to your
tax software

Import taxpayer info from Connect to your tax software

With just one click, you’ll be able to transfer all the info gathered from Connect directly into your tax software. This way, you’re more efficient when you work.

Discover how to
advertise Connect effectively

Discover how to advertise Connect effectively

Learn simple and effective ways to promote your app, and grow the virtual side of your tax business.

Although having a virtual tax business is great, tax pros also need to know how to push out the message. Because of this, we created strategies for every single tax pro along with a marketing library full of downloadable posts to use on your favorite social media platforms.
Advertise Your Virtual Tax Business

Ready to get started?

Schedule a demo today and join the thousands of tax pros using our tools to effectively grow their tax businesses.

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General Support

For general queries, including partnership opportunities, please email: support@refundo.com

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Technical or account support

We’re here to help! If you have technical issues, Help Center ->

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