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

$750
$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

$1750
$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

$2500

$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

Standard

$750
$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

$1750
$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

$2500

$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

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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

$39.95

Per return

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

$39.95

Per return

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

$50.00

Per return

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

$50.00

Per advance

$75 for Pre-Ack advances

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

$39.95

Per return

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

$39.95

Per return

Audit Protection™

Make some additional revenue for your tax office

$50.00

Per return

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

$50.00

Per EFIN

Payments™

Add the fastest and most reliable payment processing service for your tax office

$2.9%</ 30¢span>

Per return

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

$2.9% +30¢

 

Per successful card charge

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

$2.9% +30¢

 

Per successful card charge

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

$50.00

Per return

All-In-One Marketing®

Attract and convert more customers with a system that’s designed to help you grow

Standard

$750
$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

$1750
$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

$2500

$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

Standard

$750
$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

$1750
$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

$2500

$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

$750
$675per year

Perfect for those looking to get all the tools in one place and manage their own business marketing.

Standard features:

Pro

$1750
$1575per year

Ideal for those that are serious about growing their tax business with proven marketing strategies.

Standard features:

Elite

$2500

$2250per year

Perfect for those looking to get all the tools in one place and manage their own business marketing.

Standard features:

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