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.
Get Started
Features

See the Variety of Products We Offer

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.

Purple checkmark icon used for bullet points on the website.
All-around protection with antivirus, threat monitoring, and 24/7 network support
Purple checkmark icon used for bullet points on the website.
Easy compliance with everything you need, including a complete Written Information Security Plan (WISP)
Purple checkmark icon used for bullet points on the website.
Affordable peace of mind, bundling valuable services like security training and vulnerability monitoring into one simple package
Know More
Connect

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

Purple checkmark icon used for bullet points on the website.
Personalize the app with your own logo, colors, and branding to make it feel like yours
Purple checkmark icon used for bullet points on the website.
Keep your data safe with end-to-end encryption, ensuring full security for stored and transmitted information
Purple checkmark icon used for bullet points on the website.
Stay connected with clients worldwide through seamless communication, including real-time chat to address their questions anytime
Know More
Refund transfers help tax professionals offer payment options to their taxpayers.
Audit protection details with a secure shield icon, highlighting comprehensive support for federal and state returns.
Audit Protection

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

Purple checkmark icon used for bullet points on the website.
Comprehensive audit support for up to three years, covering both federal and state returns
Purple checkmark icon used for bullet points on the website.
Strengthen client relationships by offering an extra layer of security in case of an audit
Purple checkmark icon used for bullet points on the website.
Easily offer this valuable service with flexible payment options like refund transfer, credit card, or ACH
Know More
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.
Get Started
Social Media Content Calendar
Our comprehensive social media calendar gives you an entire year of pre-planned, tax-industry specific content ideas.
Download Now
Boost Your Marketing with Tax Pros Podcast
‍
Elevate your skills with 'Tax Pro Marketing' Podcast. Get the latest strategies reshaping the industry.
Explore Podcast

Frequently Asked Questions

What does Sieben Cybersecurity offer to protect my tax business?
This minus icon is used to collapse the FAQ sectionThis plus icon is used to expand the FAQ section

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?
This minus icon is used to collapse the FAQ sectionThis plus icon is used to expand the FAQ section

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?
This minus icon is used to collapse the FAQ sectionThis plus icon is used to expand the FAQ section

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?
This minus icon is used to collapse the FAQ sectionThis plus icon is used to expand the FAQ section

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.Frequently asked questions about banking services for tax professionals
Tax professionals partnering with Refundo to grow their business
Ready to grow your tax business?
Schedule a demo today and join the thousands of tax professionals already using our tools.
Email icon to contact Refundo for support or inquiries
Email
hello@refundo.com
Purple arrow icon used for navigating to send an email to our team.
Phone icon to call Refundo for support or inquiries
Phone:
+1 (908) 445-5544
Purple arrow icon used for navigating to send an email to our team.
Support icon to contact Refundo for assistance
Help & Support
support@refundo.com
Purple arrow icon used for navigating to send an email to our team.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Refundo arrow design representing tax business growth