🍯RefundHive Tax Software & CRM
Get Your Hive going with all the right tools!!!
Manage Your Entire Business Using Only 1 Tool
Dont Forget to add our CRM To your Software purchase to stop leaving money on the table and automate your business
Funnels & Lead Forms
Booking Links
Ai- Can be trained to assist
Our Pricing (Click Get started to see discounted pricing)
🐝 Tax SOFTWARE ONLY
$150
1 time per season
For the self-starter who just needs software and nothing more.
✅ Full Access to RefundHive Software
✅ 4 Free Returns (no bank product)
❌ No Coaching
❌ No Extras
Straightforward. Efficient. Ready to work.
🍯 SOFTWARE + COACHING
$599
1 time per season
For the tax pro serious about protecting their business, staying compliant, and growing right.
✅ Full Access to RefundHive Software
✅ 6 Free Returns (no bank product)
✅ Discounted Training Materials for Your Team
✅ 2 One-on-One Coaching Sessions Per Month
✅ Coaching Topics Include:
• How to Run a Compliant, Profitable Tax Office
• The Do’s & Don’ts of Being an ERO
• Staying Ahead of IRS Standards
How to Pay & Manage Your team
Understanding Bank Products & Back end fees
Built for tax pros who want clarity, confidence, and coaching in their corner.
👑 SOFTWARE + COACHING + FULL TEAM TRAINING
$1700
1 time per year
For the CEO ready to lead a whole hive, not just work alone.
✅ Full Access to RefundHive Software
✅ 4 Free Returns (no bank product)
✅ Comprehensive Training for Your Entire Team:
• Tax Law Basics
• IRS Compliance
• Daily Office Procedures
✅ 2 One-on-One Coaching Sessions Per Month
✅ Discounts on Additional Resources
✅ Strategic Guidance to Keep Your Business Audit-Ready
Perfect for tax offices building a team and scaling with confidence and compliance.
CRM Plan
$75.99
Monthly
✔️ Keep all your leads, clients, and communications organized in one place
✔️ Automate emails, texts, follow-ups, and appointment reminders
✔️ Streamline your entire sales and onboarding process
✔️ Increase conversions with proven pipelines and workflows
✔️ Manage payments, forms, and documents easily inside your CRM
✔️ Track your revenue, pipeline, and team performance at a glance
✔️ Deliver a professional, seamless client experience from start to finish
✔️ Save time, reduce manual tasks, and eliminate follow-up fatigue
✔️ Grow your business faster with automation doing the heavy lifting
Stay Organized. Streamline Communication. Never Miss a Lead.
For just $55 per month, you can supercharge any of our Tax Packages with our full-featured Client Relationship Management (CRM) software.
What’s Included:
✅ The ability to have a site, use funnels and create lead forms
✅ Automated Appointment Reminders
✅ Easy Document Sharing
✅ Built-in E-signatures
✅ Organized Lead & Client Tracking
✅ Follow-up Automation
✅ Text & Email Communication Tools
This add-on helps you keep your tax business running smooth year-round — no sticky notes, no missed calls, no chasing down paperwork.
Perfect for:
✔️ Tax Pros who want to look more professional
✔️ Growing teams who need better organization
✔️ Solopreneurs ready to scale
✔️ Anyone tired of “winging it”
Add it to your package and experience how much easier tax season (and beyond) can be!
Contact Us
Call us at: 252-378-7509
Limited Time Offer!
Discounts shown in check out screen!(possibly)
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