Connect: Virtual Tax Business

Reach Your Clients Anywhere, Anytime With a Virtual Tax Business

Reach Your Clients Anywhere, Anytime With a Virtual Tax Business

Take your tax business virtual so you can effortlessly share your app or website with your clients.

Take your tax business virtual so you can effortlessly share your app or website with your clients.

Connect: Virtual Tax Business

Reach Your Clients Anywhere, Anytime With a Virtual Tax Business

Reach Your Clients
Anywhere, Anytime
With a Virtual Tax
Business

Learn how to implement tried-and-tested strategies,
incorporate the latest marketing materials and download
our 2022 tax marketing content calendar.

Take your tax business virtual so you can effortlessly share your app or website with your clients.

Connect: Virtual Tax Business

Take your tax business virtual so you can effortlessly
share your app or website with your clients.  

Fully compatible with your favorite tax software

Fully compatible with your favorite tax software

Keep Your Style Across The
Board

Why make your clients settle for boring virtual tax
preparation, when you can add your own logo, brand
colors, company info and personal introduction?

Let’s make your app an extension of your tax
business!

Now you can take ownership of your virtual tax business the same way you do face-to-face. That’s why we’ve created an experience that your clients will understand and recognize so you can size the moment.

Keep Your Style Across The
Board

Why make your clients settle for boring virtual tax preparation, when you can add your own logo, brand colors, company info and personal introduction?

Let’s make your app an extension of your tax business!

Now you can take ownership of your virtual tax business the same way you do face-to-face. That’s why we’ve created an experience that your clients will understand and recognize so you can size the moment.

Gather Client Info in Minutes

Virtual tax preparation is so simple to use, you’ll complete your turns faster and more accurately than ever.

We understand that sharing a different way to do your taxes can be challenging. That’s exactly why we’ve focused on simplifying the process as much as possible. It’s as easy as pre-filling your basic info with a picture of your license and uploading your tax documents to the preparer – all with the click of a button.

Gather Client Info in
Minutes

Virtual tax preparation is so simple to use, you’ll
complete your turns faster and more accurately than
ever.

We understand that sharing a different way to do your taxes can be challenging. That’s exactly why we’ve focused on simplifying the process as much as possible. It’s as easy as pre-filling your basic info with a picture of your license and uploading your tax documents to the preparer – all with the click of a button.

Reach Taxpayers Across the US

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

Having a virtual tax preparation business means being able to work with clients anywhere. With that in mind, it’s essential for your clients to be able to access your virtual page distraction-free.

For your clients, it’s as simple as clicking your link to be guided directly to your virtual page, where they can start sending their tax information.

Reach Taxpayers Across the US

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

Having a virtual tax preparation business means being able to work with clients anywhere. With that in mind, it’s essential for your clients to be able to access your virtual page distraction-free.

For your clients, it’s as simple as clicking your link to be guided directly to your virtual page, where they can start sending their tax information.

Make Connect Part of Your Website

Add Connect to your website to start instantly
gathering taxpayer information.

Chances are, you’re underutilizing your website for lead generation. Most websites offer 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 land more clients!

Make Connect Part of Your Website

Add Connect to your website to start instantly gathering taxpayer information.

Chances are, you’re underutilizing your website for lead generation. Most websites offer 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 land more clients!

Coming soon

Import Taxpayer Info From Connect to Your Tax Software (Currently Unavailable)

With just one click, you’ll be able to transfer all the info gathered from Connect directly into your tax software. Are you ready to maximize efficiency?

Coming soon

Import Taxpayer Info From Connect to Your Tax Software (Currently Unavailable)

With just one click, you’ll be able to transfer all the info
gathered from Connect directly into your tax software.
Are you ready to maximize efficiency?

Learn How to Promote Connect Effectively

Learn How to Promote Connect Effectively

Leverage simple, yet effective ways to promote your app so you can grow your virtual tax business with ease.

Although having a virtual tax preparation business is great, tax pros also need to know how to push out the message. That’s why we’ve created tried-and-tested strategies for every single tax pro
along with an in-depth marketing library, full of downloadable posts that you can use for your own social media purposes.

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Experience Refundo Firsthand

Schedule a demo today and join thousands of professionals who use our tools to grow their tax businesses.

General support

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support@refundo.com

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