Pricing
Your new tax preparer tools start here
Our pricing is really simple. Take a look.
All-In-One Marketing®
Attract and convert more customers with a system that’s designed to help you grow
Standard
$675per year
Perfect for those looking to get all
the tools in one place and manage their
own business marketing.
the tools in one place and manage their
own business marketing.
Standard features:
Fully Built Website
Built-In Client Retention Management (CRM)
Appointment Scheduler
Live Chat Feature
Boost Google Reviews
Email Automation
Text Automation
Form and Survey Builder
Free Hosting
2 Free Lead Magnets
Unlimited Traffic and Leads
Mobile Responsive Templates
Lead Notifications
Support Videos
Email Support
Chat Support
Access To Private Facebook Group
Pro
$1575per year
Ideal for those that are serious about
growing their tax business with proven
marketing strategies.
growing their tax business with proven
marketing strategies.
Everything In Standard, plus:
Priority Support: Jump the support
queue and gain access to zoom calls
Virtual Tax Business (Connect): Add a virtual component to your new website and start gathering taxpayer info online
Weekly Newsletter Delivery
Build Custom Campaigns
Execute Text and Email Campaigns
Social Media Planner
Create Membership Course
Once a month strategy calls
Elite
$2250per year
Perfect for tax pros who want us to
handle all their marketing. We’ll execute a
specific plan to grow your business.
handle all their marketing. We’ll execute a
specific plan to grow your business.
Everything in Pro, plus:
Priority Support: Zoom Calls
Your Own Dedicated Marketing Team
Execute Text and Email Campaigns
Custom Website Pages
Custom Landing Pages
Custom FB and IG ads for lead generation
Build Out Custom Lead Magnets
Bi-Weekly 1-on-1 Strategy Calls: We’ll
create a specific plan for your
business and show you how and
where to convert more customers online
Appointment Setter during tax season
Unlimited Websites
Standard
$675per year
Perfect for those looking to get all
the tools in one place and manage their own business marketing.
Standard features:
Fully Built Website
Built-In Client Retention Management (CRM)
Appointment Scheduler
Live Chat Feature
Boost Google Reviews
Email Automation
Text Automation
Form and Survey Builder
Free Hosting
2 Free Lead Magnets
Unlimited Traffic and Leads
Mobile Responsive Templates
Lead Notifications
Support Videos
Email Support
Chat Support
Access To Private Facebook Group
Pro
$1575per year
Ideal for those that are serious about growing their tax business with proven marketing strategies.
Everything In Standard, plus:
Priority Support: Jump the support queue and gain access to zoom calls
Virtual Tax Business (Connect): Add a virtual component to your new website and start gathering taxpayer info online
Weekly Newsletter Delivery
Build Custom Campaigns
Execute Text and Email Campaigns
Social Media Planner
Create Membership Course
Once a month strategy calls
Elite
$2250per year
Perfect for tax pros who want us to handle all their marketing. We’ll execute a specific plan to grow your business.
Everything in Pro, plus:
Priority Support: Zoom Calls
Your Own Dedicated Marketing Team
Execute Text and Email Campaigns
Custom Website Pages
Custom Landing Pages
Custom FB and IG ads for lead generation
Build Out Custom Lead Magnets
Bi-Weekly 1-on-1 Strategy Calls: We’ll create a specific plan for your business and show you how and where to convert more customers online
Appointment Setter during tax season
Unlimited Websites
Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.
Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.
Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.
Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.
Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.
Refund Transfers
Refund Advances
Audit Protection
Contact
Payments
All-In-One Marketing
Refund Transfers™
Attract taxpayers who can’t pay up front
Our bank products have no setup fees,
delayed deposits or additional costs
We collect your fees and transfer them
electronically to your bank account
Each additional bank product, whether it’s a
federal or state, is only $10-$12
If you are a franchise or service bureau, we
provide generous rebates
Refund Transfers™
Attract taxpayers who can’t pay up front
Our bank products have no setup fees, delayed deposits or additional costs
We collect your fees and transfer them electronically to your bank account
Each additional bank product, whether it’s afederal or state, is only $10-$12
If you are a franchise or service bureau, we provide generous rebates
Our bank products have no setup fees, dela-
yed deposits or additional costs
Each additional bank product, whether it’s a
federal or state, is only $10-$12
We collect your fees and transfer them
electronically to your bank account
If you are a franchise or service bureau, we
provide generous rebates
Refund Advances™
Instead of waiting for the funds, taxpayers can access their money the same day
-
Your customers “need” an advance, now
you have the ability to offer one confidently -
Our proprietary underwriting allows us to
help more customers
-
If approved, the taxpayer will pay a small
Finance Charge to the Bank -
You can print the checks in your office for
quick and convenient client pick-up
Refund Advances™
Instead of waiting for the funds, taxpayers can access their money the same day
Your customers “need” an advance, now
you have the ability to offer one confidently
Our proprietary underwriting allows us to
help more customers
If approved, the taxpayer will pay a small
Finance Charge to the Bank
You can print the checks in your office for
quick and convenient client pick-up
Your customers “need” an advance, now
you have the ability to offer one confidently
If approved, the taxpayer will pay a small
Finance Charge to the Bank
Our proprietary underwriting allows us to
help more customers
You can print the checks in your office for
quick and convenient client pick-up
Audit Protection™
Make some additional revenue for your tax office
We provide audit assistance for up to three
years from filing time
We provide audit assistance for up to three
years from filing time
This gives you the opportunity to generates
additional revenue for your business
This gives you the opportunity to generates
additional revenue for your business
Audit Protection™
Make some additional revenue for your tax office
We provide audit assistance for up to three
years from filing time
We provide audit assistance for up to three
years from filing time
This gives you the opportunity to generates
additional revenue for your business
This gives you the opportunity to generates
additional revenue for your business
Audit Protection™
Make some additional revenue for your tax office
-
The Connect mobile apps helps you reach
taxpayers all over the world -
Data that is stored on the device or
transmitted, is encrypted from end-to-end
-
Add your company logo, branding, colors,
and messaging to the interface -
Chat securely with your clients anytime to
address any questions or concerns
Connect®
Add a virtual side to your tax business
The Connect mobile apps helps you reach taxpayers all over the world
Add your company logo, branding, colors, and messaging to the interface
Data that is stored on the device or transmitted, is encrypted from end-to-end
Chat securely with your clients anytime to address any questions or concerns
Payments™
Add the fastest and most reliable payment processing service for your tax office
-
Start accepting Visa, MasterCard, American ,
Express and Discover for the same price -
Data that is stored on the device or
transmitted, is encrypted from end-to-end
-
Once you complete set up, transfers arrive
in your bank account on a 2 business day -
Chargebacks incur a $15 fee. However, it’s
refunded if the dispute results in your favor
Payments™
Add the fastest and most reliable payment processing service for your tax office
Start accepting Visa, MasterCard, American, Express and Discover for the same price
Data that is stored on the device or
transmitted, is encrypted from end-to-end
Once you complete set up, transfers arrive
in your bank account on a 2 business day
Chargebacks incur a $15 fee. However, it’s
refunded if the dispute results in your favor
Payments™
Add the fastest and most reliable payment processing service for your tax office
Start accepting Visa, MasterCard, American, Express and Discover for the same price
Data that is stored on the device or transmitted, is encrypted from end-to-end
Once you complete set up, transfers arrive in your bank account on a 2 business day
Chargebacks incur a $15 fee. However, it’s refunded if the dispute results in your favor
Refund Advances™
Instead of waiting for the funds, taxpayers can access their money the same day
Start accepting Visa, MasterCard, American ,
Express and Discover for the same price
Data that is stored on the device or
transmitted, is encrypted from end-to-end
Once you complete set up, transfers arrive
in your bank account on a 2 business day
Chargebacks incur a $15 fee. However, it’s
refunded if the dispute results in your favor
All-In-One Marketing®
Attract and convert more customers with a system that’s designed to help you grow
Standard
$675per year
Perfect for those looking to get all
the tools in one place and manage their
own business marketing.
the tools in one place and manage their
own business marketing.
Standard features:
Fully Built Website
Built-In Client Retention Management (CRM)
Appointment Scheduler
Live Chat Feature
Boost Google Reviews
Email Automation
Text Automation
Form and Survey Builder
Free Hosting
2 Free Lead Magnets
Unlimited Traffic and Leads
Mobile Responsive Templates
Lead Notifications
Support Videos
Email Support
Chat Support
Access To Private Facebook Group
Pro
$1575per year
Ideal for those that are serious about
growing their tax business with proven
marketing strategies.
growing their tax business with proven
marketing strategies.
Everything In Standard, plus:
Priority Support: Jump the support
queue and gain access to zoom calls
Virtual Tax Business (Connect): Add a virtual component to your new website and start gathering taxpayer info online
Weekly Newsletter Delivery
Build Custom Campaigns
Execute Text and Email Campaigns
Social Media Planner
Create Membership Course
Once a month strategy calls
Elite
$2250per year
Perfect for tax pros who want us to
handle all their marketing. We’ll execute a
specific plan to grow your business.
handle all their marketing. We’ll execute a
specific plan to grow your business.
Everything in Pro, plus:
Priority Support: Zoom Calls
Your Own Dedicated Marketing Team
Execute Text and Email Campaigns
Custom Website Pages
Custom Landing Pages
Custom FB and IG ads for lead generation
Build Out Custom Lead Magnets
Bi-Weekly 1-on-1 Strategy Calls: We’ll
create a specific plan for your
business and show you how and
where to convert more customers online
Appointment Setter during tax season
Unlimited Websites
Standard
$675per year
Perfect for those looking to get all
the tools in one place and manage their own business marketing.
Standard features:
Fully Built Website
Built-In Client Retention Management (CRM)
Appointment Scheduler
Live Chat Feature
Boost Google Reviews
Email Automation
Text Automation
Form and Survey Builder
Free Hosting
2 Free Lead Magnets
Unlimited Traffic and Leads
Mobile Responsive Templates
Lead Notifications
Support Videos
Email Support
Chat Support
Access To Private Facebook Group
Pro
$1575per year
Ideal for those that are serious about growing their tax business with proven marketing strategies.
Everything In Standard, plus:
Priority Support: Jump the support queue and gain access to zoom calls
Virtual Tax Business (Connect): Add a virtual component to your new website and start gathering taxpayer info online
Weekly Newsletter Delivery
Build Custom Campaigns
Execute Text and Email Campaigns
Social Media Planner
Create Membership Course
Once a month strategy calls
Elite
$2250per year
Perfect for tax pros who want us to handle all their marketing. We’ll execute a specific plan to grow your business.
Everything in Pro, plus:
Priority Support: Zoom Calls
Your Own Dedicated Marketing Team
Execute Text and Email Campaigns
Custom Website Pages
Custom Landing Pages
Custom FB and IG ads for lead generation
Build Out Custom Lead Magnets
Bi-Weekly 1-on-1 Strategy Calls: We’ll create a specific plan for your business and show you how and where to convert more customers online
Appointment Setter during tax season
Unlimited Websites
All-In-One Marketing®
Attract and convert more customers with a system that’s designed to help you grow
Standard
$675per year
Perfect for those looking to get all the tools in one place and manage their own business marketing.
Standard features:
- Fully Built Website
- Built-In Client Retention Management (CRM)
- Appointment Scheduler
- Live Chat Feature
- Boost Google Reviews
Pro
$1575per year
Ideal for those that are serious about growing their tax business with proven marketing strategies.
Standard features:
- Fully Built Website
- Built-In Client Retention Management (CRM)
- Appointment Scheduler
- Live Chat Feature
- Boost Google Reviews
Elite
$2250per year
Perfect for those looking to get all the tools in one place and manage their own business marketing.
Standard features:
- Fully Built Website
- Built-In Client Retention Management (CRM)
- Appointment Scheduler
- Live Chat Feature
- Boost Google Reviews
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