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Announcing Connect: A New Mobile App for Your Tax Firm that Helps you Reach New Clients

It’s crazy to imagine how quickly tradeshows are taking effect, especially when you’re still catching your breath from tax season.

Well, as you attend the upcoming tradeshows and slowly figure out “what’s new”, try to imagine how everything fits into your plan for next season.

Every off-season, our departments all get together and shoot out ideas to help improve your lifestyle and business during tax season. We utilize our customer surveys and feedback, and tailor your needs to a product that helps. Your desires to improve motivate us to be creative.

So... Where did our creativity take us?

Refundo is excited to release Connect, your own mobile application, this upcoming tax season! Connect is a mobile application that allows taxpayers to submit and file a return to your tax office. Before I explain a bit further on how it works and how you can use it, I want to briefly share why we’ve decided to introduce it.

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Giving taxpayers the opportunity to submit and file their taxes through a mobile application does the following:

  1. Allows your current clients to do their taxes from the convenience of their own home.
  2. Helps you reach more clients which becomes more revenue (imagine your network and clients sharing the availability of this app to other people).
  3. Decreases wait times for clients that come in to your office (more people using the app means your client’s experience in your office becomes better and more efficient).
  4. Helps you become a leader and trendsetter in your community.

The beauty of this mobile application is that it will be yours. Customize the app with your brand's color, your logo and a brief description of what you can do for taxpayers. This will all be visible to iOS and Android users looking for an app to prepare their taxes in your area as well as existing customers.

Now, you’re probably wondering or maybe even intimidated by the thought of having your own app, and in all honesty, I would be too. It consists of developing the proper user experience for your customers, having them understand it from start to finish, implementing the proper programming code, communicating information to the servers in real time, etc...

For that reason, we’ve created all the functionalities, all the technical stuff. All you need to do is determine if this makes sense for you and personalize it to your liking. These types of mobile apps do exist and reach upwards from 10-15 million downloads during tax season! This means people are finding the value in mobile apps that add convenience and simplicity.

Unfortunately, the only ones getting that business are the bigger companies. They understand there is a market for it, and wasted no time in creating something that will generate revenue.

If you think I’m preaching or dragging this out, then by all means stop reading. I’m just tired of small tax offices, who compete and work just as hard as bigger companies, not seeing the bigger picture. Here’s an opportunity to compete and grab a piece of that pie you deserve. It’s time we start considering the message “work smarter...not harder”.

Stay tuned for our next post on how it works from start to finish. Please feel free to share the message with your fellow tax professionals. We’re very excited about this product and look forward to hearing all the feedback!

Refundo Connect will be available in both, the Apple and Google app stores.

 

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Topics: ERO, tax season, mobile apps