THE SYSTEM BEHIND THE TAX PROFESSIONAL
RefundIQ Marketer brings training, realistic practice, recruiting, lead management, and office visibility into one connected platform.
START WITH YOUR GOAL
Choose the experience that fits where you are today. You can grow into the other path as your business develops.
Learn the foundation, practice realistic client situations, and develop the confidence to serve professionally.
Recruit under your brand, prepare agents, organize leads, and monitor activity across one office or a growing network.
WHAT IS INSIDE
RefundIQ is designed around the complete journey from learning a skill to serving a client and operating a team.
Structured tax education, rejection-resolution training, sales standards, assessments, and season updates.
Explore training →Complete realistic return cases and rehearse client conversations before the situation is live.
See practice tools →Capture leads, assign ownership, organize follow-up, recruit agents, and keep the pipeline visible.
Explore the platform →A NOTE FROM THE FOUNDER
“A tax professional should never have to choose between learning the work and finding the opportunity to do it.”
IQMarketer was created to connect the entire journey: structured education inside RefundIQ Academy, realistic practice in TaxLab and the Sales Call Simulator, then the tools to recruit, receive leads, follow up, coach a team, and grow an office.
The idea is simple: learn the work, practice the conversation, manage the opportunity, and build what comes next.
John FerranteFounder, IQMarketerCLEAR PRICING
Training and core tools are included. The price changes based on how you participate and how many people your organization supports.
INDEPENDENT
First season · Returning seasons $599
OFFICE
Per agent, per month · 3-seat minimum
SERVICE BUREAU
Implementation · Seats billed separately
REQUEST INFORMATION
Share the essentials now. The IQ Team can collect the remaining details during follow-up.