Refundo

In this short video, we show you how to customize your app with an intro message, your logo, brand colors, and your unique link.

Connect: Customizing Your App & Link

In this short video, we show how your clients access your customized page through your unique link and code.

In this short video, we describe how you customize your app, edit your unique link, and see how the chat feature brings it all together.

You can use the client organizer to reference all of the information that your client submits through the app.

In this short video, we show you where we indicate your clients payment and disbursement method. These 2 items will not import.

In this short video, we show you how to download the desktop tool and verify that you have the update version, so that it works properly.

In this short video, we show how you inform your client of their tax federal tax refund, state refund, and your preparation fees.

In this short video, we show you how to adjust your settings to Spanish while using the Connect mobile app.

In this video we show you how to utilize the chat to seamlessly communicate with your client throughout the process.

In this short video we show you where you can quick see unread messages from a client on our Dashboard.

In this short video, we show you where you can find all your taxpayer attachments (W2, Id's, Tax Forms etc) within our Dashboard.

Get more insight in how Connect works, and how to best utilize it with your clients