Check out this weeks episode of #faxonly (facts only) by Refundo.
Check-out our 5th episode of #faxonly (facts only) by Refundo.
We hope you are as excited as we are for refund season tomorrow!
Here is the latest video of our video series #faxonly by Refundo
Here is the latest episode of our video series #faxonly by Refundo.
Retaining 100% of its clients is every small business dream. As a tax professional, with only 3 months to make most of your revenue, you have your work cut out for you when it comes to client retention. And of course having minimal interaction with clients during the year does not make it any easier.
Simply providing basic tax preparation services is no longer sufficient. As competitors enter your market, it’s crucial that you are the most innovative tax professional on your block and that you never have to turn away clients for not having enough money to pay for your services upfront.
Fortunately, we are here to help. We’ve created an infographic to give you a snapshot of how tax refund bank products work and the benefits of offering them in your office for you and your clients.
It’s official! The Refundo roadshow season starts on Monday.
Every summer we pack our bags and hit the road with the IRS Nationwide Tax Forums to connect with tax pros from all over the country and demo our new features.
This year will be no different. In fact, we enjoy these in-person events so much that we’ve decided to join the NATP conferences as well. Adding three additional shows to this year’s summer shows.
Hopefully your summer is off to a great start and you’re rewarding yourself for a busy and successful tax season. There’s nothing like eating your lunch not in front of a computer screen.
Once we caught our breath, the Refundo team got right back to work on thinking of ways to enrich and support EROs and spread knowledge throughout the industry. We kicked off our Refundo Webinar Series in April, and so far we’ve covered some pretty cool topics like “5 Mistakes that can Cost you Business” and “5 Ways to Keep Clients Engaged After Tax Season”. We’ve had an awesome response, so hopefully if you haven’t had a chance to join us yet, you will do so very soon.
This post is intended for the tax preparer, regardless of experience, who is interested in learning more about “tax refund bank products,” or “bank products” for short. To understand bank products, it’s helpful to understand what happens at the tax office.
When engaging a new client, a tax preparer will typically ask for upfront payment and, in rare cases, a tax preparer may decide to assume a credit risk by preparing the taxes anyway and collecting payment at a later date. Simply put, a bank product is a third option which allows a tax preparer to collect payment from a taxpayer’s refund with the assistance of a trusted financial services provider.
Tax Season is almost over. Take a moment. Catch your breath. But don’t get too comfortable.
Soon it will be time to make preparations for an even busier, more successful tax season to come. And if you want to be ahead of the game, it’s best to start early.