Growth tools for tax pros: We don't just stop at bank products
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Refundo Academy isn’t just another “coaching” program—it’s the entire blueprint for reliable and consistent growth, offering personalized coaching, expert-led workshops, and a powerful network of industry pros.
Refundo’s Service Bureau tools, available for free within the Refundo Dashboard, give you everything you need to manage and empower your tax business.
Highly effective solutions
Frequently Asked Questions
Refundo Academy offers a comprehensive blueprint for growth, including personalized coaching, expert-led workshops, and a network of industry professionals. It goes beyond traditional coaching by providing resources, templates, and tech tools to help you automate and master your marketing and sales processes.
You receive ongoing support through personalized coaching and regular check-ins to confidently apply new strategies. Additionally, group sessions and workshops led by specialists will address challenges and guide your growth, ensuring you have the knowledge and tools to succeed.
The Service Bureau tools include performance tracking for sub offices, fee split adjustments, and supply order management. These features help you analyze and optimize your business operations, giving you full control over how your business is run.
These tools allow you to track and analyze the performance of your sub offices, adjust fee splits flexibly, and manage supply orders and user permissions. This ensures smooth and efficient operations across your entire business, helping you streamline processes and identify areas for improvement.
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