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Marketing

The most powerful marketing strategies for every tax business

Learn how to implement proven strategies and incorporate our latest marketing material.

Grow Your Tax Business With Strategy
Grow Your Tax Business With Strategy

Works with the leading tax software

Free Marketing Resources For Your Tax Office

Enroll in our Refund Transfer program, and we’ll equip you with resources that make your tax business stand out.

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Printed marketing material for tax office

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Digital ads for web and social

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English and Spanish Ads

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Personalized direct mail (postcards)

Digital Marketing Library

Access over 150 digital ads (Refund Transfer, Refund Advance, and Virtual) and start promoting your tax business with eye catching designs and compelling offers.

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Attract customers with strategic messaging

We create digital ads with taxpayer challenges in mind Examples of the digital ads.

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Engage customers with video

We find ways to always connect with your customers.

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Check How Easy It is To Use

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Login to the Refundo Dashboard

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Download the free content

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Upload to your social media pages

All The Marketing Tools You Need In One Platform

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SMS Text and Email Marketing

Receive pre-built text and email marketing campaigns that convert more customers into paying clients.

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Your Own Tax Website

Choose from a variety of pre-built tax website templates, and have your website running in minutes.

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Appointment Scheduling

Make it easy for clients to see your availability, set up an appointment, and sync it to your calendar.

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Review Widget

Allow customers to easily share their experience and have it automatically reflect your positive reviews on Google.

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Capture More Leads

Incorporate various ways to capture your website visitor’s information. That way, you can make them part of your email/text marketing, and get closer to converting a new customer.

Stay Consistent With Text Marketing

Stay consistent and
add value throughout
the year

Stay consistent and add value throughout the year

Choose a specific niche and share how you can solve their specific tax problems. Learn their problems, and consistently share advice, so that you build trust with potential clients.

Improve retention
and referrals with a powerful text strategy

Did you know that 98% of texts are read within an hour? Share special offers, referrals, tax office updates, business info and holiday greetings throughout the year with text marketing

Improve retention with Refundo Text marketing
Refundo Design Service

Improve your social media marketing with engaging designs

Choose from a variety of unique marketing displays

Access over 125 Free marketing posts for your tax business the moment you enroll in our dashboard, and take it a step further by working with our team of designers to personalize your entire tax business into eye-catching images that you can share across social media.

Enhance your marketing presence
on Google, Facebook,
and Linkedin

Enhance your presence on Google, Facebook, and Linkedin

Learn simple ways to increase your relevance on these platforms, and start using them to attract more people to your tax business.

Refundo Powerful Marketing Strategies

Ready to get started?

Schedule a 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: support@refundo.com

Technical or account support

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

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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.