Grow Your Tax Business With
Refundo Academy

For Tax Pros Looking To Enhance Their Services & Attract More Clients

How to get more clients, multiply your revenue every season, and unlock the life that you've always envisioned.

Unlock Your Best Tax Season Yet

Our signature business growth system meets you where you are in your business, and gives you the roadmap you need to have clarity, confidence, and predictability in your tax pro practice. So whether you’re a seasonal tax pro or a year-round trailblazer, our system is tailored to fit your unique journey.

Bar chart icon with upward arrow representing a tailored growth plan for tax pro businesses

A growth plan designed for your tax pro business

Tailored specifically for the tax industry, this growth plan aligns with your unique business needs, ensuring you have a clear path to expansion and success.

Light bulb and gear icon symbolizing tools and strategies for implementing a tax pro growth plan.

Everything you need to implement your growth plan

From actionable strategies to step-by-step guides, resources, and engaging content, we provide all the tools necessary to seamlessly execute your growth plan.

Two figures symbolizing accountability and support to help achieve tax business goals.

The accountability you need to make sure get things done

Our system includes built-in accountability measures to keep you on track, ensuring you achieve your goals and milestones with consistency and discipline.

Two tax pros image symbolizing expert business advisory support for tax professionals.

Expert business advisors who’ve been where you are

Benefit from the wisdom and guidance of seasoned business advisors who understand the tax profession's intricacies and are dedicated to your success.

Two chat bubbles symbolizing a supportive community for tax pros to share insights.

An exclusive community of ambitious tax pros, just like you!

Join a vibrant, exclusive community of like-minded tax professionals who are eager to share insights, experiences, and support each other’s growth.

Illustration of a party popper and stars representing yearly retreats for tax professionals.

Yearly retreats and expertly curated digital events

Engage in yearly retreats and digital events carefully designed to offer valuable learning experiences, networking opportunities, and a chance inspire your next big moves.

Get Started

What Is Refundo Academy?

Refundo Academy is our exclusive system designed to elevate your tax business from foundational to phenomenal.

In the last 3 years, we've guided over 1,500 tax professionals to refine their operations, escalate their marketing strategies, and enhance their sales performance, delivering outstanding client satisfaction.

Refundo creating partnerships with tax professional.

Market Identification

We’ll partner you with a dedicated success coach to pinpoint your ideal market segment—those who benefit most profoundly from your expertise and are willing to invest significantly in their financial peace of mind.

Personalized Marketing Strategy

We’ll develop a tailored marketing and operations strategy that clearly articulates the value you bring, ensuring that your services are seen as essential, no matter the cost.

Tools and training

We’ll equip you with tools and training to deliver a world-class service that not only meets but exceeds client expectations, making you the recipient of both professional recognition and heartfelt client appreciation.

Get Started

Refundo Academy Is A Shortcut

Before we launched Refundo Academy, many tax professionals, like you, felt constrained. They had a steady flow of clients thanks to word-of-mouth but were struggling to reach new heights. Their businesses were functional, yet not flourishing.

Common concerns we heard

"I rely too much on word of mouth, and don't know how to market my services to find new clients."

"I don't have the right sales system to help convert those leads."

"I'm not sure I have the right team or structure to help get organized and perform all the tasks for a successful tax business."

Here’s what we discovered

Marketing isn't just about getting known; it's about getting understood. By utilizing targeted digital marketing strategies, you attract clients who are already interested in what you have to offer.

A structured sales system doesn’t just convert leads; it nurtures relationships. Implementing a robust process helps not only in capturing interest but in maintaining engagement.

Efficiency isn't about doing more in less time; it's about maximizing impact. By refining your team's structure, your business runs smoother, allowing you to focus on delivering exceptional tax services without the back-office headaches.

This realization propelled us to create a comprehensive solution—Refundo Academy.

Within a year of joining, many of our clients not only expanded their client base through strategic marketing but also increased their conversion rates with effective sales systems. They transitioned from being solo tax practitioners to leaders of well-structured, high-performing teams.

Refundo Academy was designed to transform your tax pro business and help you become the go-to expert in your community and beyond.

Before and after image of using Refundo Academy to grow a tax pro tax business.

Here’s What This Means For You & Your Tax Business

With Refundo Academy, you'll experience transformative growth

Tag icon representing special offers within Refundo Dashboard.

Enhance Your Service Offering

Connect and engage with like-minded professionals in our Elite Tax Pros Facebook Community, a hub for sharing insights, strategies, and success stories.

Community engagement platform connecting tax professionals through forums and group chats.

Expand Your Client Base

Continue your learning journey: Listen to ‘Marketing for Tax Professionals’ on Spotify or Apple Podcasts and stay updated with the latest in tax marketing expertise.

Tax professionals partnering with Refundo to grow their business.

Attract Ideal Clients

Join the waitlist for Refundo Academy to gain early access to exclusive, in-depth training and resources designed to elevate your tax business.

Wallet image representing affordable product offerings with Refundo.

Increase Revenue While
Working Smarter

Join the waitlist for Refundo Academy to gain early access to exclusive, in-depth training and resources designed to elevate your tax business.

Chart image representing increasing growth with the Refundo Dashboard.

Deliver Outstanding
Results Efficiency

Join the waitlist for Refundo Academy to gain early access to exclusive, in-depth training and resources designed to elevate your tax business.

Get Started

Here’s how it works

Program Onboarding

Start your Refundo Academy journey by meeting your personal customer success coach. This initial one-on-one session helps us understand your specific business needs and goals, setting the stage for a tailored learning experience. Your coach will be your guide, helping you navigate through the program and ensuring you get the most out of every resource available.

Lorem Ipsum

Puzzle pieces joining together to represent Refundo being the missing piece to tax business success.

Customized Learning Path

Based on your initial assessment, we design a customized learning path that targets key areas of your tax business: Sales, Marketing, and Operations. This personalized approach ensures that every module you undertake is perfectly aligned with your immediate business goals and growth plans, making every learning moment count.

Targeted Module Training

After beginning your customized learning path, you'll dive into targeted module training tailored to fill the gaps in your tax business. Each module includes comprehensive video explanations and is accompanied by detailed resources and guides. This structured approach ensures that you're not just learning, but applying knowledge in a way that's directly beneficial to your immediate business goals.

Certification and Completion

Upon completing your customized learning path, you will receive a Refundo Academy certification, recognizing your commitment and newly acquired expertise. This certification not only marks your achievement but also enhances your professional credibility, demonstrating to clients and peers that you are a leading tax professional prepared to excel in today’s competitive market.

Lorem Ipsum

Enhance Your Tax Business with Refundo Academy’s Software Suite

When you join Refundo Academy, you gain access to an advanced suite of tools designed to streamline and elevate every aspect of your tax business. These tools are integrated seamlessly into our training programs to ensure you have everything you need to successfully implement the strategies we teach.

Modern CRM dashboard designed for tax professionals, streamlining client management.

CRM

We’ve invested heavily in developing a state-of-the-art CRM system, tailored to meet the specific needs of tax professionals. This system is designed to streamline your client management processes, ensuring efficiency and security in handling client data.

Customizable Website

Establish your online presence with our Customizable Website tool. Tailored for tax professionals, this tool allows you to create a professional-looking website that reflects your brand and expertise. Save time and money on development and design, and start attracting clients with a website built to convert.

Funnel builder tool for creating targeted sales funnels to capture and convert leads for tax professionals.

Highly targeted sales funnels

Our Funnel Builder provides you with the blueprint to craft effective sales funnels that guide potential clients through a journey from awareness to decision. Utilize this tool to strategically capture leads, nurture them, and convert them into loyal customers.

Email and SMS automation tool for client communication and engagement for tax professionals.

Email & SMS Automation

Communicate effectively with your clients using our integrated Email/SMS Messaging system. Whether it's sending timely updates, marketing messages, or appointment reminders, this tool ensures your messages reach your clients efficiently and enhance engagement.

Appointment scheduling tool for managing consultations and meetings efficiently for tax preparers.

Booking & Scheduling

Streamline your scheduling with our Appointment Calendars. This intuitive tool helps you manage your consultations and meetings without the hassle, ensuring you never miss an appointment and can plan your day with precision.

Social Media Planner

Plan and execute your social media strategy with our Social Media Planner. This tool helps you schedule posts, track engagement, and optimize your content across different platforms to increase visibility and attract more clients.

AI Chat Bot

Enhance client interaction with our AI Chat Bot. This tool provides immediate responses to client inquiries on your website, improving user experience and helping capture leads at any time of the day.

Client Portal

Workflow automation tool streamlining client interactions and progress tracking for tax businesses.

Workflow Automations

Offer your clients a seamless experience with our Client Portal. This secure platform allows clients to access their documents, track their progress, and communicate with you easily, all in one place.

Payment Processor

Our integrated Payment Processor makes billing and payments hassle-free. Securely accept a variety of payment methods, provide seamless transactions for your clients, and ensure your cash flow is always in check.

Google Review Generator

Boost your online reputation with our Google Review Generator. Encourage satisfied clients to leave positive reviews effortlessly, enhancing your visibility and attracting more clients through trusted testimonials.

Form Builder

Create custom forms with ease using our Form Builder. Whether it's intake forms, surveys, or feedback forms, this tool allows you to collect the information you need from your clients efficiently and professionally.

What Sets Refundo Academy Apart From Typical Training Programs?

Community Engagement

With us, you're not just gaining skills, you're building a powerful network that can elevate your career. The connections you make here—whether through forums, group chats, or social channels—can be as valuable as the knowledge you gain, helping you unlock new opportunities and grow both personally and professionally.

Ongoing Coaching and Support

At Refundo Academy, we don’t just leave you to figure things out on your own. You’ll get ongoing, personalized coaching from industry experts, with regular check-ins and support whenever you need it. We're here to help you tackle challenges and apply new strategies confidently in your practice.

Close-up of two hands clasping in a gesture of support and assistance within Refundo.

Expert-Led Workshops

Beyond individual coaching, we offer group sessions and workshops led by experts, designed to dive deep into essential topics. These interactive meetings are crucial for hands-on learning and direct engagement with specialists and peers, from navigating new tax laws to enhancing your marketing strategies.

Get Started

Join Refundo Academy Today

Ideal for tax professionals who are ready to dive in and manage their own growth strategies with expert guidance.

$597.00/month

$297/month

Get Started

Order Today · Get 50% Off and 12 Bonuses

Comprehensive Training and Coaching: Access to all our coaching sessions, strategy calls, and training materials.

Self-Execution Tools: You will receive detailed guides, SOPs, videos, and everything needed to independently implement the strategies we teach. These resources are designed to be straightforward and easy to follow.

Group Training Calls: Regular group calls to ensure you understand and apply the strategies effectively.

Designed for tax professionals who seek a more supported experience with direct assistance in executing strategies.

$1,197.00/month

$597/month

Get Started

Order Today · Get 50% Off and 12 Bonuses

Dedicated Account Manager: A dedicated professional will handle the technical aspects of software setup and strategy execution, making sure everything runs smoothly.

Hands-On Support with Software: We take the burden off your shoulders when it comes to learning and managing the software. While you'll still think strategically about your business, we manage the technical execution.

All Benefits of the Standard Plan: Includes all the coaching, training, and resources offered in the Standard Plan, plus enhanced support.

Download Our Social Media Content Calendar

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

Download

Frequently Asked Questions

Who Is This For?

Refundo Academy is designed for tax professionals at every stage of their career. Whether you're looking to streamline your operations, enhance your marketing strategies, or improve your sales techniques, our program offers valuable tools and insights that apply across all facets of the tax industry.

Will This Work For Me?

Our clients have successfully transformed their tax practices using the strategies and tools provided by Refundo Academy.

We are confident in the effectiveness of our program and stand behind it with a guarantee:

If you are not completely satisfied with the insights and tools you gain from Refundo Academy, we offer a 100% refund, no questions asked.

How Is Refundo Academy Different?

Refundo Academy goes beyond the basics offered in typical industry training programs.

We provide a comprehensive suite of resources that many reserve for high-ticket coaching services...

You'll gain access not only to our complete system for enhancing every aspect of your tax business but also to our customizable templates, detailed checklists, and practical spreadsheets—all of which have been instrumental in growing our successful platform for tax professionals.

What Exactly Am I Getting?

- Refundo Academy Access (Business Growth System)
- CRM
- Customizable Website
- Funnel Builder
- Email/SMS Messaging
- Appointment Calendars
- Social Media Planner
- AI Chat Bot
- Client Portal
- Workflow Automations
- Payment Processor
- Google Review Generator
- Form Builder

Do You Provide Any Upgrade Options?

Yes, we provide additional resources to help you implement the information inside Refundo Academy & get results quicker.

The Incubator & bonuses alone are incredibly potent, but a large portion of our customers want added accountability & implementation help, so we provide additional products & services.

The upgrades are optional, however, they're highly recommended.

Is My Purchase Covered By A Guarantee?

Absolutely.

You have a full 30 days to go through the training, implement what you learn, and get results. If you're not 100% satisfied with your purchase, let us know, and we'll grant you a full refund, no questions asked. We can even still be friends :-)

Frequently asked questions about banking services for tax professionals.

Refundo is THE one-stop shop for all of your tax pro business needs. From banking products, to cybersecurity and marketing solutions, we are here to help you unlock your best tax season yet!

Free Dashboard Account