Refundo Dashboard: Everything your tax office needs to thrive

Our Refundo Dashboard helps you manage your tax pro business, plus, it gives you access to an entire marketplace stocked with the latest marketing and tax education resources.

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Features

See the Variety of Features We Offer

Gain powerful insights

Our reporting tools make it easy to categorize, personalize, and analyze your data—giving you a clear, real-time view of your office stats without the hassle.

Turn Data Into Action - Quickly see patterns in client activity, financials, and team performance.

Your Dashboard, Your Way: Customize what you see to highlight the stats that matter most to you, making sure you're always in the know about what’s important.

Share with Ease: Need to share those insights? No problem! Export your reports in a snap and keep everyone—team members or clients—on the same page.

Insights and reporting tools displaying real-time office stats and checks issued.

Integrated payment processor for secure and seamless client transactions for tax businesses.

Process payments and print checks

With the Refundo Dashboard, you can easily accept credit card payments and print checks right from your office—no need to juggle different systems. We even make bulk check printing a breeze!

Seamless Payment Solutions: Accept credit card payments securely and quickly, keeping your transactions smooth and stress-free.

Effortless Check Printing: Print individual or multiple checks at once, saving you time and helping you stay organized.

Everything in One Place: Manage payments and check printing without leaving the dashboard, making your day a little simpler.

Control your team's access levels

Easily add your team members to your Refundo Dashboard account while staying in control of what they can see and do. Keep the important parts of your business private, with full flexibility over who accesses what.

Set Custom Permissions: You decide who gets access to specific areas, ensuring your sensitive information stays secure.

Manage with Confidence: Adding new team members is simple, and you can adjust their access as your business needs evolve.

Stay in Control: With different access levels, you can give your team the tools they need to succeed, without compromising on privacy.

Workflow automation tool streamlining client interactions and progress tracking for tax businesses.

Secure your account

Protect your account with 2FA (two-factor authentication) for an extra layer of security. The Refundo Dashboard integrates with your favorite 2FA apps, making it easy to keep hackers at bay!

Strengthen Your Security: Adding 2FA ensures only you—and those you trust—can access your account, giving you peace of mind.

Simple Integration: Easily connect to popular 2FA apps like Google Authenticator or Authy, keeping security convenient and user-friendly.

Stay Protected: With two-factor authentication, you're one step ahead of cyber threats, keeping your business and clients' data safe.

Dashboard Marketplace

Discover a marketplace stocked with the latest marketing and tax education resources. And enjoy exclusive pricing you won’t find anywhere else!

Access social media assets from with the supply section of the Refundo Dashboard.

Access posters and banners within the Refundo Dashboard.

Customize postcards within the Refundo Dashboard and reach more customers.

Digital Ads for Web and Social

Easily access digital ads for your website and social media that get noticed. With customizable options, you’ll be able to reach your ideal audience and grow your tax practice with just a few clicks!

Printed Marketing Materials for Tax Offices

Need to stand out in your tax office? Get eye-catching brochures, flyers, and posters that showcase your services. Our high-quality materials make it simple to impress clients and build trust.

Personalized Direct Mail Ads (Postcards)

Stay top of mind with personalized postcards sent straight to your clients’ mailboxes. Customize your message and design to create a personal touch that makes a lasting impression.

Tax training course

Modern CRM dashboard designed for tax professionals, streamlining client management.

CRM

We’ve invested heavily in developing a state-of-the-art CRM system, tailored to meet the specific needs of tax professionals. This system is designed to streamline your client management processes, ensuring efficiency and security in handling client data.

$67.00

Customizable Website

Establish your online presence with our Customizable Website tool. Tailored for tax professionals, this tool allows you to create a professional-looking website that reflects your brand and expertise. Save time and money on development and design, and start attracting clients with a website built to convert.

$37.00

Funnel builder tool for creating targeted sales funnels to capture and convert leads for tax professionals.

Highly targeted sales funnels

Our Funnel Builder provides you with the blueprint to craft effective sales funnels that guide potential clients through a journey from awareness to decision. Utilize this tool to strategically capture leads, nurture them, and convert them into loyal customers.

$109.79

Email and SMS automation tool for client communication and engagement for tax professionals.

Email & SMS Automation

Communicate effectively with your clients using our integrated Email/SMS Messaging system. Whether it's sending timely updates, marketing messages, or appointment reminders, this tool ensures your messages reach your clients efficiently and enhance engagement.

$32.00

Appointment scheduling tool for managing consultations and meetings efficiently for tax preparers.

Booking & Scheduling

$25.90

Social Media Planner

Plan and execute your social media strategy with our Social Media Planner. This tool helps you schedule posts, track engagement, and optimize your content across different platforms to increase visibility and attract more clients.

$67.00

$102.00

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Want a sneak peek?

Get a firsthand look at how the Refundo Dashboard simplifies managing your tax office. From tracking office performance to processing payments and offering advances, it's all streamlined in one easy-to-use platform.

R1 Tax Software

At $99 a year, your subscription includes your choice of professional tax software, a dedicated support team, training calls, and a VIP network of tax professionals.

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Marketing Calendar

Stop letting another year go by without focusing on the revenue-generating activities that drive your business forward.

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Frequently Asked Questions

What is the Refundo Dashboard, and how can it help my tax office?

The Refundo Dashboard is an all-in-one platform designed to help you manage and grow your tax business. It offers powerful reporting tools, seamless payment processing, check printing, team management controls, and access to a marketplace filled with marketing and tax education resources—all from one centralized place.

How do I get started with the Refundo Dashboard?

Getting started is easy. Sign up for an account, and you’ll have immediate access to all the tools and features the Refundo Dashboard has to offer. Our support team is also available to assist you with setup and answer any questions you may have.

What is the Dashboard Marketplace, and what resources are available there?

The Dashboard Marketplace is your gateway to the latest marketing and tax education resources. We offer exclusive pricing on these tools to help you stay competitive and up-to-date with the latest industry trends.

Is my account secure on the Refundo Dashboard?

Absolutely. The Refundo Dashboard offers two-factor authentication (2FA) for added security. By integrating with your preferred 2FA apps, you ensure only authorized users have access to your account, keeping both your business and clients’ information secure.

Frequently asked questions about banking services for tax professionals.

Tax professionals partnering with Refundo to grow their business

Ready to grow your tax business?

Schedule a demo today and join the thousands of tax professionals already using our tools.

Email icon to contact Refundo for support or inquiries

hello@refundo.com

Phone:

+1 (908) 445-5544

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Help & Support

support@refundo.com

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