For tax professionals and tax offices
Built for tax professionals across Canada and Quebec.
Pour les fiscalistes du Canada et du Québec.
Stop chasing your clients for tax information.
Let your clients help you. refundr is where they gather the documents, answers, tax profile, signature, and payment. You spend tax season preparing returns.
Built by tax professionals who know what tax season actually looks like.
At least three tax offices using refundr have grown year over year.
They report saving at least 20% of agency revenue — fewer people required to collect client information, and lower paper costs.
You, chasing
- Where is your T4?
- Can you send that document again?
- I still need your spouse’s information.
- Please check your email.
- I haven’t received your documents.
Email. Attachments. Another follow-up.
Your client, organized
- Documents
- Tax profile
- Answers
- Signature
- Payment
Ready for you to prepare.
Client → organized information → you
Stop chasing. Start receiving.
refundr makes the client responsible for the information you need to complete their return.
- 1
Client gets organized
They see what you still need: slips, spouse details, answers, profile.
- 2
Client sends it through refundr
Documents, information, signature, and payment, in one place.
- 3
You receive what you need
A return you can prepare, not another thread to search.
- 4
Less chasing. More clients.
The season is spent on the work, not the inbox.
Your side of tax season
You still prepare the return in your own tax software. refundr is where the client’s work shows up.
What the dashboard tells you
- A new client joined
- They submitted the return — information and documents are in
- Another document arrived
- A message came in, in refundr, not in a side inbox
- The T183 is signed — and the TP-1000, for Quebec
- They paid by card, or the Interac e-Transfer is on the way
- Signed and paid: ready for you to EFILE
E-signature and payment, without another chase
The client signs the T183, and the TP-1000 in Quebec, and pays by card or e-Transfer. You see each one as it happens. When both are done, the return is ready for EFILE.
The file is still there next year
Profile, slips, answers, and messages stay on the client. Next season starts from the file.
Fewer people on collection. Less paper.
Offices report saving at least 20% of agency revenue year over year. Print a return when you need one. Leave the rest on screen.
The client sees the same progress: what is still missing, the signature, the payment, and where the return stands.
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.
Built for tax professionals across Canada and Quebec.
Pour les fiscalistes du Canada et du Québec.
Built for tax offices across Canada and Quebec
refundr is for the people who prepare the returns. Your clients gather the documents, answers, signature, and payment. You see where every return stands, from a new client through the T183, payment, and EFILE. Quebec offices see the TP-1000 on the same board.
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.
