FOR TAX OFFICES & TEAMS
Build a repeatable system for recruiting, preparation, lead follow-up, coaching, and performance visibility.
CHOOSE YOUR EFIN PATH
The operational and contractual relationship differs, but both paths use RefundIQ for training, practice, visibility and workflow support.
Your business retains responsibility for its EFIN, software, compliance, returns, clients and team while using RefundIQ for development and workflow.
Approved participants may operate under a written supervised arrangement with per-funded-and-paid-return pricing.
RefundIQ does not rent, sell, transfer or assign an EFIN. Any supervised ERO relationship is governed by written agreements, required controls and applicable IRS rules.
THE OFFICE WORKFLOW
Present your office brand through recruiting pages and targeted outreach.
Keep applicants and opportunities in one visible pipeline.
Move approved agents into Academy, TaxLab and call practice.
Assign leads, monitor follow-up and coach performance.
WHAT OWNERS CAN SEE
Give owners and managers a clearer view of training, practice, recruiting, leads and team activity.
THE OPERATING IDEA
RefundIQ is designed to help an owner build a team with visible preparation, repeatable coaching, and clear responsibility.
Implementation includes branded portals, multi-office hierarchy, owner, manager and agent roles, bulk imports, administrator training, and onboarding support. First-year white-label licensing is included; renewal begins in year two.
Review service-bureau pricing