Grow your tax Practice automation
Refund Advantage streamlines everything from lead generation to client payments for independent tax professionals. Stop juggling multiple tools and start focusing on what you do best - preparing taxes.
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Stop Losing Clients to
Poor Follow-Up
Never Miss a
Lead Again
Our automated system reaches out to prospects within minutes using SMS, email, and phone calls. While competitors let leads go cold, you stay top-of-mind with consistent, professional communication
Book Appointments While You Sleep
Clients schedule their own consultations 24/7 through your branded booking page. Smart reminders cut no-shows by 70% and keep your schedule packed.
Manage Every Conversation
Track all client interactions - calls, texts, emails, and chats - in one organized inbox. Know exactly what was discussed and when to follow up next.
See What's Working
Visual dashboards show which marketing channels bring in the most clients and revenue. Stop guessing and invest your marketing budget where it actually pays off.
Market Your Practice Like a Pro
Build Websites That Actually Work
Create professional sites using proven tax industry templates. Our builder makes it simple to showcase your services and convert visitors into paying clients
Stay Active on Social Media
Plan and publish content across Facebook, Instagram, and LinkedIn with our scheduling tools. Build trust and credibility in your community year-round.
Collect Reviews Automatically
Turn satisfied clients into 5-star reviews on Google and Facebook. Our system makes it easy for clients to leave feedback and helps you respond professionally
Get Paid Instantly
Send invoices through text or email with one-click payment options. Clients pay immediately instead of making you wait weeks for checks.
Everything You Need in One Platform
Centralized Client Database
Store contact info, tax documents, and communication history securely
Smart Calendar System
Coordinate schedules across your team with automatic conflict detection
Professional Phone System
Make and receive calls with automatic recording and note-taking
Mobile-First
Design
Run your entire practice from your smartphone or tablet
Review Monitoring
Track your online reputation and respond to feedback quickly
Sales Pipeline
Follow prospects through your process with visual progress tracking
Custom Forms
Create intake questionnaires and surveys that integrate with your workflow
Campaign Builder
Set up email and SMS sequences that convert prospects into clients
Simple, Transparent Pricing
STARTER PLAN
(Ideal for Solo Practitioners)
$50/month
Everything to run and grow your Tax practice:
Phone Calls/Dialer
2 Way Text & Email Conversation
Web Chat
Reputation Management
Facebook Messenger
Missed Call Textback
Invoice
Calendar
CRM
Surveys
Trigger Links
SMS & Email Templates
Funnels
Forms
Workflows
Campaigns
Blogs
Email marketing
GMB Messaging
GMB Call Tracking
Social Planner
Text To Pay
Proposals & Estimates
Special tax season rates available
PLATINUM Plan
(For Growing Practices)
$99/month
Everything in Starter Plan +
1- Location
Opportunities
Websites
Memberships
All Reporting
Triggers
Blogs
Enterprise Plan
(For Multi-Office Firms)
$199/month
Everything in Premium Plan +
3- Locations
Dedicated Account Manager
Compare Our Plans
Discover clear pricing plans, detailed feature breakdowns, and choose the best option to maximize your investment.
STARTER PLAN
Phone Calls/Dialer
2 Way Text & Email Conversation
Web Chat
Reputation Management
Facebook Messenger
Missed Call Textback
Invoice
Calendar
CRM
Surveys
Trigger Links
SMS & Email Templates
Funnels
Forms
Workflows
Campaigns
Blogs
Email marketing
GMB Messaging
GMB Call Tracking
Social Planner
Text To Pay
Proposals & Estimates
Opportunities
Websites
Memberships
All Reporting
Triggers
Blogs
PLATINUM Plan
Phone Calls/Dialer
2 Way Text & Email Conversation
Web Chat
Reputation Management
Facebook Messenger
Missed Call Textback
Invoice
Calendar
CRM
Surveys
Trigger Links
SMS & Email Templates
Funnels
Forms
Workflows
Campaigns
Blogs
Email marketing
GMB Messaging
GMB Call Tracking
Social Planner
Text To Pay
Proposals & Estimates
Opportunities
Websites
Memberships
All Reporting
Triggers
Blogs
Enterprise Plan
3-Locations
Dedicated Account Manager
Phone Calls/Dialer
2 Way Text & Email Conversation
Web Chat
Reputation Management
Facebook Messenger
Missed Call Textback
Invoice
Calendar
CRM
Surveys
Trigger Links
SMS & Email Templates
Funnels
Forms
Workflows
Campaigns
Blogs
Email marketing
GMB Messaging
GMB Call Tracking
Social Planner
Text To Pay
Proposals & Estimates
Opportunities
Websites
Memberships
All Reporting
Triggers
Blogs
Simple, Transparent Pricing
Choose the plan that fits your business stage and goals
Growth Plan
Ideal for Solo Practitioners
- ✔ Store up to 3,000 clients
- ✔ Support for 12 team members
- ✔ Full-featured CRM & calendar
- ✔ Unlimited email & SMS
- ✔ Social media management
- ✔ Website builder & hosting
- ✔ Call management & recording
- ✔ Mobile apps
- ✔ $15 monthly credits
*Special tax season rates available*
Scale Plan ⭐
For Expanding Offices
- ✔ Everything in Growth Plan
- ✔ Unlimited client storage
- ✔ Multi-location support
- ✔ Advanced analytics
- ✔ Membership/course builder
- ✔ $35 monthly credits
Most Popular
Partner Plan
White-Label Opportunity
- ✔ Everything in Scale Plan
- ✔ Full white-labeling
- ✔ Dedicated success manager
- ✔ Reseller program access
- ✔ Priority API integrations
- ✔ $75 monthly credits
Grow beyond your brand
Simple, Transparent Pricing
Growth Plan
(Ideal for Solo Practitioners)
$127/month
Everything to run and grow your practice:
Store up to 3,000 clients
Support for 12 team members
Full-featured CRM and calendar
Unlimited email and text messaging
Complete communication suite
Social media management
Website builder with hosting
Payment processing integration
Call management and recording
Online reputation tools
iOS and Android apps
Live chat support
$15 in platform credits monthly
Special tax season rates available
Scale Plan
(For Expanding Offices)
$247/month
Growth Plan features plus:
Unlimited client storage
Support multiple locations
Advanced analytics and reporting
Course and membership creation
$35 in platform credits monthly
Partner Plan
(White-Label Opportunity)
Starting at $497/month
Scale Plan features plus:
Rebrand the entire platform
Dedicated success manager
Reseller program access
Priority API integrations
$75 in platform credits monthly