Client Stories
We can't wait to partner up with you in your tax business.
Testimonials
Tax Consultants
“I've been in the tax consulting business for over 30 years, and I've honed my processes meticulously over the years. Incorporating this software into my workflow was a strategic decision, and it has exceeded my expectations. While I had efficient processes in place, this software has added an extra layer of organization and efficiency. The consultant dashboard and client profile management complement my existing systems seamlessly, allowing me to enhance my service delivery without disrupting what already works well.”
“I've been using this software for a few months now, and I'm impressed by its capabilities. The consultant dashboard simplifies the tracking of tax return statuses, allowing me to focus on providing the best service to my clients. The built-in messaging feature facilitates communication, and the email and iPhone notifications ensure I'm always up to date. I appreciate the attention to detail in features like client data management and the ability to accept payments via eTransfer and Stripe.”
“Transitioning to new software can be daunting, especially when you're accustomed to a certain way of doing things. However, incorporating this software into my practice was a breeze. Its intuitive interface and robust features have complemented my existing processes beautifully. I appreciate how it enhances rather than replaces my current workflow. The ability to manage client data and tax returns with such precision has made a noticeable difference in the quality of service I can provide to my clients.”
“I can't imagine managing my tax consultancy without this software anymore. It's a complete solution for handling client data and tax returns efficiently. The client profile and document management system make it easy to keep track of important documents and client information. ”
“As a busy tax consultant, I rely on efficient tools to manage my clients' returns. This software has truly transformed my workflow. The dashboard keeps me organized with real-time updates on return status, while the document management feature streamlines client communication. The ability to handle Canadian and U.S. returns in one place is a game-changer. Plus, the convenience of digital signatures and secure payments makes my job easier than ever.”
Testimonials
Tax Consultant Clients
“I wanted to thank the refundr team for building this app. I have already started telling my family and friends about it and will definitely be back next year. It was so much easier having the right access to my tax consultant.”
“I had a great experience using the app. I love that it walked you through what was required from my Tax Consultant. The document category section reminded me of the documents that I needed to send and made it easy send them. Try it.”
“I was able to complete my tax return on my laptop in the office with my tax consultant. Now that I know how to use refundr.ca and because I live in U.S., I won't have to make back and forth trips.”
“Thanks again for the great work. The app was so easy to use and I appreciate knowing where my docs are from now on. I always seem to lose them over the year.”
“This is a new way to do taxes but I really like it.”
“Managing my taxes has never been easier thanks to this software's intuitive interface and document features.”
“I've always dreaded tax season, but this software has made it much more manageable. I love how organized everything is.”
“I've been using this software at the recommendation of my consultant, and I couldn't be happier. It's intuitive, efficient, and has all the features I need to stay on top of my taxes. Plus, the notifications keep me informed every step of the way.”
“This software has been a lifesaver during tax season! It's so easy to use, and I appreciate how it keeps me updated”
