Optimize your tax season
Save up to 10%* of your revenue
Take on more clients with less workload
A better workflow
As you know, tax season is a compressed time of the year, both consultants and their clients find themselves grappling with a chaotic workload. After handling thousands of returns and collaborating closely with consultants over the past four years, refundr is proud to announce its expansion, now available to consultants across the country.
- Paper-less or Paper returns made easy - your choice.
- Viewing, downloading, and even printing incoming client documents has been designed by other tax consultants.
- Dashboard
- Quickly view the state of a client's tax return from new customer to Efiled. Our tax consultant managed dashboard allows you to be in control of each return's progress.
- Communication
- Exchange messages, agent documents and tax returns results for Canadian and U.S. clients at your convenience.
Stay connected with your clients
After carefully listening to our tax professionals, here are just some of the features they asked for.
- Shared Documents
Sometimes you just need to share a document with your client to move the conversation forward.
- Messaging
All customer communication attached to each return so you can focus on one client at a time when your ready.
- Completed Returns
Completed returns should be the easy part. Upload one document including your T183, T1 Summary, T1 General and Invoice and we do the rest. Signatures and Payments made easy.
thousands of clients approve
Happier clients
Designed by tax consultants, our award winning design brings the client/consultant exchange to another level year-over-year. Consultants can be sure clients can access their documents and your clients know where to find them.
- Completed Returns and Digital Signatures
- Your time is not required to complete a Canadian or U.S. return. Client can sign and pay you for your services. You are notified to EFile when steps are completed.
- Profile and Document Management
- Clients know what is required from you and can organize all documents by category.
- Communication
- Clients can message you at their convenience making clearer communication at the heart of your tax business year-over-year.
