
Marketing Growth

Marketing Growth
Maximize Your Tax Marketing With Refundo’s All-In-One Platform
Leverage trusted pre-built strategies that actually work and proven to grow your tax business.


Marketing Growth
Maximize Your Tax Marketing With Refundo’s All-In-One Platform
Leverage trusted pre-built strategies that actually work and proven to grow your tax business.

Fully compatible with your favorite tax software








Fully compatible with your favorite tax software








Convert the Curious Into Clientele
Utilize Pre-Built Websites
Choose from a variety of tax website templates that feature eye-catching designs with crystal clear messaging designed to do one thing – convert new business. Plus, you can have your website running in minutes!

Your Website, Your Way
Your website is an extension of your business and with Refundo’s platform, you can make it just that. Having a code-free platform means drag and dropping your website to your liking, hassle-free!


Your Website, Your Way
Your website is an extension of your business and
with Refundo’s platform, you can make it just that.
Having a code-free platform means drag and dropping
your website to your liking, hassle-free!
Generate New Leads
Effortlessly capture new prospects on your website and automatically add them
to your on-going email marketing campaigns so you can maintain a constant flow of new business.
All of our websites are specially-designed to convert potential clients into paying ones.

Optimize Your Email Marketing
Tap-Into Customizable Email Marketing Templates
Utilizing code-free email templates means you can
market YOUR way without breaking a sweat. Drag and
drop your promotions and announcements and cash-
in every step of the way.
Utilizing code-free email templates means you can market YOUR way without breaking a sweat. Drag and drop your promotions and announcements and cash- in every step of the way.


Emails on Autopilot
Effortlessly send out relevant, promotional email blasts soon as you capture information for a new lead ( a website visitor shows interest). Our automated sequence of emails helps “new leads” learn more about your tax services so you can close the deal more often.
Emails on Autopilot
Effortlessly send out relevant, promotional email blasts soon as you capture information for a new lead ( a website visitor shows interest). Our automated sequence of emails helps “new leads” learn more about your tax services so you can close the deal more often.

Track Your Success
Connect the dots in determining which emails perform best so you can double-down where it counts and get the best tax marketing results possible.

Appointments
Book More Appointments and Manage
Clients From Anywhere
Book More Appointments and Manage Clients From Anywhere

Smart booking appointments
Enable appointment booking from your website, Facebook page, email - even Google.

Reduce No-Shows
Send confirmation and reminder texts to reduce no-shows.

Sync Your Calendar
Stay in-the-know by connecting your email calendars, so you’ll never be double booked again.

Make it Your Own
Customize your calendar to match your brand experience.
Automatically Generate More Google Reviews
Automatically Generate More
Google Reviews
Get More Reviews
Online reviews can make or break not just your tax marketing, but your tax business. Leverage our
platform to quickly send your clients a link to your Google My Business Page and showcase top reviews for people to see.

Increase Your Presence on Google
Google places a strong emphasis on business reviews, so more positive reviews yield higher rankings for the keywords that matter.


Increase Your Presence on Google
Google places a strong emphasis on business reviews, so more positive reviews yield higher rankings for the keywords that matter.
Rank Where it Counts
When someone’s looking for a “tax pro near me”, you’ll want to show up. If not, your tax marketing could be running your tax business into the ground. That’s why collecting positive reviews is critical to your online exposure.

Lead capture
Capture More Leads On Your Website

Get Your Own Branded Tax Website
have your website up and running in minutes.

Get Your Own Branded Tax Website
Choose from a wide variety of pre-designed templates and have your website up and running in minutes.

Get Your Own Branded Tax Website
Choose from a wide variety of pre-designed templates and have your website up and running in minutes.

Leverage SMS Text and Email Marketing
Send out professionally-written text and email marketing campaigns designed to convert potential clients to paying ones.
Send out professionally-written text and email marketing
campaigns designed to convert potential clients to paying ones.

Leverage SMS Text and Email Marketing
Send out professionally-written text and email marketing campaigns designed to convert potential clients to paying ones

Enjoy Simple Appointment Scheduling

Get Your Own Branded Tax Website
have your website up and running in minutes.

Get Your Own Branded Tax Website
Choose from a wide variety of pre-designed templates and have your website up and running in minutes.

Get Your Own Branded Tax Website
Choose from a wide variety of pre-designed templates and have your website up and running in minutes.

Leverage SMS Text and Email Marketing
Send out professionally-written text and email marketing
campaigns designed to convert potential clients to paying ones.
Send out professionally-written text and email marketing
campaigns designed to convert potential clients to paying ones.

Enjoy Simple Appointment Scheduling

Get Your Own Branded Tax Website
have your website up and running in minutes.

Get Your Own Branded Tax Website
Choose from a wide variety of pre-designed templates and have your website up and running in minutes.

Get Your Own Branded Tax Website
Choose from a wide variety of pre-designed templates and have your website up and running in minutes.

Leverage SMS Text and Email Marketing
Send out professionally-written text and email marketing
campaigns designed to convert potential clients to paying ones.
Send out professionally-written text and email marketing
campaigns designed to convert potential clients to paying ones.

Enjoy Simple Appointment Scheduling

Smart booking appointments
Enable appointment booking from your website, Facebook page, email - even Google.

Reduce No-Shows
Send confirmation and reminder texts to reduce no-shows.

Sync Your Calendar
Stay in-the-know by connecting your email calendars, so you’ll never be double booked again.

Make it Your Own
Customize your calendar to match your brand experience.
Experience Refundo Firsthand
Schedule a demo today and join thousands of professionals who use our tools to grow their tax businesses.

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

Technical or Account-Related Support
We’re here to help! If you have technical issues, please visit our Help Center
Experience Refundo Firsthand
professionals who use our tools to grow their
tax businesses.

General support
opportunities, please email:
support@refundo.com

Technical or Account-Related Support
We’re here to help! If you have technical
issues, please visit our Help Center