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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

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!

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.

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.


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

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.

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

Reach Customers Easily

The moment you capture their info, you can enroll them into your marketing strategy, which includes tax updates, promotional offers and tips to further engage your potential clients.

Add Chat Bubble

This customizable chat feature allows you to gather much-needed information about any website visitor, while greeting returning customers.

Tap-Into Personalized Tax Marketing

We’ll help you implement ways to gather client info and create a flow of personalized emails and texts to better appeal to your ideal client(s).

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:

Technical or Account-Related Support
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