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Best tax tips to help gain new clients for tax season - Part 2

Jesse Arroyave on Jul 24, 2017

The purpose of this blog series is to share creative ways to attract and gain new clients (more leads), so that you can use them in your own business. Our previous post touched on tax tips to help market your tax services , and as we continue to gather leads, it's important that we work together in seeing what works and what can be improved. That way, tax professionals can be more effective and focus on the strategies that will help you improve your tax business.

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Best tax tips to help gain new clients for tax season - Part 1

Jesse Arroyave on Jul 20, 2017

It might seem like tax season just finished, but it's already time to start gearing up for next year. Now is the perfect time to start looking for new clients to boost your next tax season. Starting now gives you time to reach out, establish relationships, and set a plan in motion for next year's tax clients. If you are stuck on ways to reach out to new customers and let them know about your services, check out these tax tips!

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Top 2017 Season Bank App Rejects

Daphne Veras on Feb 23, 2017

If you are wondering why you don’t see your customer’s application on the Refundo Dashboard and you have received IRS acknowledgement, it may be due to a rejected bank app. This just means that you may have missed important taxpayer information.

We’ve put together a list of the most common rejects we are seeing this season to help you avoid them. When completing returns, pay close attention to the following and make sure they are completed properly.

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

Jesse Arroyave on Jul 29, 2016

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

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Facts Only by Refundo Episode 25

Jesse Arroyave on Feb 16, 2016

Check out our latest episode of #faxonly by Refundo! This video helps provide a way to get your preparation fees a bit faster.

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Facts Only by Refundo Episode 24

Jesse Arroyave on Feb 15, 2016

We hope you had a great Presidents weekend, and as usual, we are in the office ready to answer any questions you may have!

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Get More Traffic During Tax Season! 5 Ideas That Really Work

Daphne Veras on Feb 12, 2016

With tax season finally here, and with Refundo in your arsenal, you already know this is going to be an incredible tax season. If you want to really put it over the top this year and make it one to remember, just follow these 5 simple steps to grow your business in a lasting way.

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Facts Only by Refundo Episode 23

Jesse Arroyave on Feb 12, 2016

Check out our latest video that helps answer some Walmart Direct2Cash questions!

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Facts Only by Refundo Episode 22

Jesse Arroyave on Feb 11, 2016

We are very pleased that our efforts have helped make this tax season much easier! Our calls this week have been primarily focused on reprinting checks, and everyhting has been handled well.

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Facts only by Refundo Episode 6

Jesse Arroyave on Jan 20, 2016

Check out this weeks episode of #faxonly (facts only) by Refundo.

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