Attract and convert more customers with Refundo’s all-in-one marketing platform.

We’ve pre-built strategies that actually work and proven to grow your tax business.

Works with the leading tax software

Add a website that converts more customers

image-2 (1)

Pre-Built Websites

Choose from a variety of tax website templates that focus on eye-catching designs, simplicity, and very clear messaging. You can have your website running in minutes.

Make it your own

Want to change some things on your website? Our platform requires NO coding, and instead focuses on a drag and drop approach, making it the most user friendly platform for newbies.

image-3 (1)
image-4 1 (1)

Capture new leads

Ever wonder how to capture new customers on your website, and automatically making them part of an email campaign? All our websites are streamlined to ensure you turn website visitors into tax paying clients.

Improve your email marketing

Customizable Email Marketing Templates

Want to change some things on your website? Our platform requires NO coding, and instead focuses on a drag and drop approach, making it the most user friendly platform for newbies.

image-5 1 (1)
image-6 (1)

Automate your marketing emails

Whenever you capture information for a new lead ( a website visitor shows interest), how are you getting closer to making them a client? Our automated sequence of emails helps “new leads” learn more about your tax services, and also helps existing clients stay updated.

Track Your Success

Want to know which emails are most engaging? You’ll be able to track the performance of your emails and get more insight into which offers create the most buzz.

image-7 (1)

Book more appointments and manage your clients from anywhere

Engage customers with video

Allow your clients to book appointments from your website, Facebook page, email, or Google.

Reduce No-Shows

Send confirmation and reminder texts to reduce no-shows.

Sync your calendar

Connect your email calendars, so you’re never double booked.

Make it your own

Customize your calendar to match your brand experience.

Get Your Business More Google Reviews, Automatically

Get More Reviews

Online reviews can make or break a tax business. Our platform allows you to quickly send current customers a link to your Google Business Page, and showcase the most positive reviews for people to see.

Increase Your Presence on Google

Google places a strong emphasis on your business reviews. That means, if you have more positive reviews, Google will rank you higher on their platform, and promote your tax business.

Improve your SEO

Whenever someone types in “tax pro near me” on Google, do you show up in the results? If not, it could be hurting your tax business. Getting more positive reviews will help increase your exposure on the results page.

Capture More Leads On Your Website

Reach Customers Always

Once you capture their info, you can enroll them into your marketing strategy. This includes tax updates, promotional offers, and tips to further engage your potential new client.


Add a customizable chat feature that allows you to gather information about any website visitor and greet returning customers.

Become More Familiar

We’ll help you implement ways to gather customers info, and create a string of emails and texts to help them understand your story
and services.

Add Connect To Your New Website

Secure Client Portal

Allow potential customers to upload their tax documents and get started on their taxes right from your website.

Match It To Your Brand

Customize the colors, logo, and description and make it an extension of your physical tax office.

Import Into Your Tax Software

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

Want to schedule a free demo?

Watch our free demo today and join the thousands of tax pros using our tools to effectively grow their tax businesses.

General Support

For general queries, including partnership opportunities, please email:

Technical or account support

We’re here to help! If you have technical issues, Help Center ->

Learn more about our All-In-One Marketing Service.


Stimulus Update: Extremely long wait times if you call us

Our office has limited hours and limited personnel temporarily, and we’re experiencing very high call volumes. Skip the wait by checking the status of your Stimulus Payment using our "Where's My Stimulus?" link below or using our Live Chat feature at the bottom right-hand side of the page. As of today, all direct deposits have been posted and to your account and should receive your funds by 01/04/2021 by 6 pm ET. If the IRS Get My Payment indicates a deposit of 01/04/2021, and you are expecting a check, you should be receiving your check by 01/08/2021.