CHOOSE YOUR PLAN

Turn rejected returns into billable work.

Training, realistic call simulators, and a connected CRM built around high-friction rejection problems tax offices face every season.

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PLANS

Pick the plan that matches how you work.

Every plan includes the full RefundIQ experience. The difference is team size, access term, and whether you run your own network.

INDEPENDENT AGENT

One preparer.
One powerful system.

$897first season

$599 returning season · or $25 per funded return with no upfront platform fee

RefundIQ Academy training included
Call simulators and scored practice
Your own client pipeline
Rejection-resolution tools
No annual commitment

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BEST FOR TEAMS

OFFICE

Train the team.
Run the operation.

$99/ agent / month

Volume pricing · 12-month term · 3-seat minimum

Branded office portal with your logo
Owner, manager, and agent logins
Lead assignment and pipeline tracking
Leaderboard and simulator scoring
Training and certification included

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SERVICE BUREAU

Your network.
Your brand.

$25,000implementation

First-year white-label license included · $12,000 annual renewal begins in year two · seats billed separately

Full white-label experience
Multi-office hierarchy and roles
Bulk lead import and routing
Onboarding cohort and admin training
Dedicated implementation support

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WAYS AGENTS CAN EARN

Choose the compensation path that fits how you work.

These earning arrangements are for agent opportunities—not platform subscription plans. Final availability, classification, production standards, and written compensation terms are confirmed by the hiring tax office.

HOURLY + PRODUCTION

Stable hourly pay.
More as you produce.

$20/ hour

$25 per funded return for returns 1–50
$30 per funded return beginning with return 51
Designed for hired team members working assigned schedules

Example at 75 returns and 400 hours$10,000 total$8,000 hourly wages + $2,000 production bonus

FLAT FEE

Get paid for each funded return.

Custom/ funded return

Per-return rate established in your written agreement
Best for experienced preparers who prefer production-based pay
Only qualifying completed and funded returns count

Discuss agent opportunities →

PERFORMANCE PATH

COMMISSION ONLY

Grow your percentage as you perform.

START20%New agent

GROW25%Qualified agent

PROVEN30%Strong closer

Commission is based on collected preparation fees
Advancement depends on quality, production, and closing performance
Training and platform access may be required

Compensation examples are illustrative and do not guarantee employment, assignments, clients, income, or a specific number of returns. Hourly, overtime, bonus, commission, contractor, and employee terms are governed by the applicable written agreement and law.

OFFICE VOLUME PRICING

Your cost per seat drops as your team grows.

Graduated pricing rewards growth without sudden billing cliffs. Each rate applies only to the seats within that tier.

SeatsPer agent / month

1–4$99

5–14$89

15–34$79

35–74$69

75+Contact us

WHAT’S INCLUDED

One system. No feature tiers.

Every seat gets the training and tools. Pricing changes with the number of people you cover—not with the features they can use.

Academy training

Structured learning covering rejection-resolution work, professional responsibilities, sales conversations, and season readiness.

Call simulators

Practice realistic rejection calls—including difficult conversations—and receive scored feedback.

TaxLab

Work through realistic source documents, return fields, acknowledgements, corrections, and retransmissions.

Sales track

Move from first connection through the client’s decision with objection handling and ethical-selling standards built in.

Office CRM

Capture leads, assign ownership, track the pipeline, and keep follow-up visible across the team.

Season updates

Training content and rejection guidance are updated as IRS rules change—included, not sold as an upgrade.

QUESTIONS

Clear answers before you choose.

Need to talk it through? Call the IQ Team at 866-844-3131.

What counts as a seat?+

One login for one person. Owners and managers need seats when they use the CRM, training, or reporting. If someone leaves, you can reassign the seat.

Can I add seats during the season?+

Yes. Your team can grow during the term. New seats are placed into the applicable graduated pricing tier.

Why does the Office plan have an annual term?+

The office platform supports year-round recruiting, onboarding, training, lead follow-up, reporting, and preparation for the next filing season—not only active filing months.

Is RefundIQ certification included?+

Yes. RefundIQ Academy training and the opportunity to earn the proprietary RefundIQ Rejection Specialist Certification are included with active platform access; there is no separate certification fee. The credential is awarded after required training and assessments are successfully completed.

Is this an IRS credential or continuing-education credit?+

No. RefundIQ certification is a proprietary professional training credential. It does not replace a PTIN, EFIN, EA, CPA, attorney credential, IRS requirement, or approved continuing-education program.

Can I use my own office brand?+

Office plans include a branded portal with your logo. Service Bureau plans add a fully white-labeled experience and multi-office network controls.

What about phone and recording costs?+

Usage-based telephony, text messaging, recording, storage, and related carrier charges may be billed separately when those services are activated.

READY TO SEE IT IN ACTION?

Build the system behind your next season.

See how training, simulation, and pipeline management work together for an independent preparer, office, or service bureau.