Operations solutions to streamline your tax business

By leveraging these advanced features, you can enhance productivity, reduce operational costs, and achieve your business goals with greater ease and precision.

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Features

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Shield illustration representing Refundo’s cybersecurity solution for protecting tax professionals' data.

Sieben Cybersecurity

Sieben is your all-in-one cybersecurity solution, built to keep your business safe from cyber threats and help you meet IRS and FTC compliance requirements.

All-around protection with antivirus, threat monitoring, and 24/7 network support

Easy compliance with everything you need, including a complete Written Information Security Plan (WISP)

Affordable peace of mind, bundling valuable services like security training and vulnerability monitoring into one simple package

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Connect

Take your tax business virtual and offer top-notch service to your clients, no matter where they are.

Personalize the app with your own logo, colors, and branding to make it feel like yours

Keep your data safe with end-to-end encryption, ensuring full security for stored and transmitted information

Stay connected with clients worldwide through seamless communication, including real-time chat to address their questions anytime

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Refund transfers help tax professionals offer payment options to their taxpayers.

Audit Protection

Give your clients peace of mind while boosting your tax office’s revenue with Audit Protection.

Comprehensive audit support for up to three years, covering both federal and state returns

Strengthen client relationships by offering an extra layer of security in case of an audit

Easily offer this valuable service with flexible payment options like refund transfer, credit card, or ACH

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Benefits

Highly effective solutions

Safeguard Your Tax Business

Protect your business from cyber threats and ensure compliance with industry regulations, keeping sensitive information secure.

Streamline Your Client Communication

Engage with clients seamlessly through secure, professional virtual channels, while offering audit protection for up to three years.

Operational Efficiency

Automate daily tasks and optimize workflows, freeing up valuable time for strategic planning and client interaction, and revenue growth.

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Social Media Content Calendar

Our comprehensive social media calendar gives you an entire year of pre-planned, tax-industry specific content ideas.

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Boost Your Marketing with Tax Pros Podcast
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Elevate your skills with 'Tax Pro Marketing' Podcast. Get the latest strategies reshaping the industry.

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Frequently Asked Questions

What does Sieben Cybersecurity offer to protect my tax business?

Sieben is an all-in-one solution providing antivirus protection, threat monitoring, 24/7 network support, and a Written Information Security Plan (WISP) to help you meet IRS and FTC compliance.

How does Sieben help ensure compliance with IRS and FTC regulations?

Sieben includes a complete WISP and ongoing security training, giving you the tools to meet regulatory requirements and protect client data.

What is Connect, and how can it benefit my tax business?

Connect is a secure virtual platform that allows you to communicate with clients remotely through real-time chat, all while ensuring data security with end-to-end encryption.

How does Audit Protection benefit my clients and my business?

Audit Protection provides your clients with support for federal and state audits for up to three years, giving them peace of mind and adding value to your services.

Frequently asked questions about banking services for tax professionals.