IQ Marketer
Organize campaigns, incoming interest, lead sources, and the first step in the client or recruiting journey.
REFUNDIQ MARKETER
One platform. Every next step.
Train people, practice conversations, recruit agents, organize leads, monitor progress, and keep the operation visible.
AcademyTaxLabSales Call SimulatorObjection ArenaRecruitingCRM
THE CONNECTED EXPERIENCE
From first interest to prepared professional.
Each tool has a purpose, but the real value is how the tools work together.
Office CRM
Route opportunities, assign ownership, record contact attempts, schedule next steps, and keep the pipeline visible.
Academy and simulators
Move approved agents into structured training, realistic cases, scored practice, and continuing support.
PLATFORM MODULES
Tools built around the tax workflow.
Training and progress
Courses, assessments, readiness visibility, rejection-specialty training, and annual updates.
Return simulation
Realistic documents, empty fields, transmissions, acknowledgements, corrections, and retransmissions.
Conversation practice
Discovery, explanations, disclosures, objection handling, and scored communication practice.
Applicant pipeline
Branded recruiting pages, candidate capture, contact tracking, approval, onboarding, and handoff to training.
Lead ownership
Shared buckets, routing, assignment, notes, follow-up status, and visibility across the team.
Performance visibility
Training completion, simulator results, lead activity, team progress, and manager-level insight.
SEE THE EXPERIENCE
Watch the platform before the walkthrough.
Short videos show the Academy, practice tools, incoming leads, team preparation, and multi-office vision.