Marketing
The most powerful marketing strategies for every tax business
Learn how to implement proven strategies, incorporate our latest marketing material, and download our 2022 tax content calendar.
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.
Printed marketing material for tax office
Digital ads for web and social
English and Spanish Ads
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.
Attract customers with strategic messaging
We create digital ads with taxpayer challenges in mind Examples of the digital ads.
Check How Easy It is To Use
Login to the Refundo Dashboard
All The Marketing Tools You Need In One Platform
SMS Text and Email Marketing
Receive pre-built text and email marketing campaigns that convert more customers into paying clients.
Your Own Tax Website
Choose from a variety of pre-built tax website templates, and have your website running in minutes.
Appointment Scheduling
Make it easy for clients to see your availability, set up an appointment, and sync it to your calendar.
Review Widget
Allow customers to easily share their experience and have it automatically reflect your positive reviews on Google.
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 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 your social media marketing and download our 2022 Tax Content Calendar
Choose from a variety of unique marketing displays
Do you ever feel stuck about what to post on social media? Download our Free Tax Content Calendar and access a year’s worth of ideas and strategies that will keep your social media pages fresh and relevant. We break down different post categories, so it’s easier to understand how to engage with potential clients.
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.
Marketing Resources
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
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