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

Lead capture

Capture More Leads On Your Website

Appointments

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.

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

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