Manage your tax office chaos
Built by tax professionals for tax professionals.
Optimize your tax season
Save up to 20%* 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.
thousands of clients approve
Client tracking, timely responses
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.
Canadians Tax Professionals deserve better
We’re here to help
We are focused on better connecting tax professionals and their clients during a short tax season. We believe every Canadian deserves top-tier tax advice and seamless access to their accountants and documents. With the complexity of tax laws, you deserve clear, uncompromised guidance. Our secure, cutting-edge tools bridge the gap between you and your accountant, ensuring your hard-earned dollars are respected.
Award-winning design
Thousands of clients agree
5 out of 5 stars
I wanted to thank the 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 accountant.
5 out of 5 stars
Hello! Thanks for taking me on this year as a client!
The website was probably the best tax website I've ever used.
The site is amazing, so easy to use. This tends to be a very stressful time, but this helps. Yay!!!
5 out of 5 stars
I had a great experience using the app. I love that it walked you through what was required from my Tax Accountant. The interface was intuitive and I got my return processed in record time — honestly. Highly recommend to anyone looking to save time and money! Try it.
