π―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)
π Tax SOFTWARE ONLY
$150
1 time per season
For the self-starter who just needs software and nothing more.
β Full Access to RefundHive Software
β 4 Free Returns (no bank product)
β No Coaching
β No Extras
Straightforward. Efficient. Ready to work.
π― SOFTWARE + COACHING
$599
1 time per season
For the tax pro serious about protecting their business, staying compliant, and growing right.
β Full Access to RefundHive Software
β 6 Free Returns (no bank product)
β Discounted Training Materials for Your Team
β 2 One-on-One Coaching Sessions Per Month
β Coaching Topics Include:
β’ How to Run a Compliant, Profitable Tax Office
β’ The Doβs & Donβts of Being an ERO
β’ 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.
π SOFTWARE + COACHING + FULL TEAM TRAINING
$1700
1 time per year
For the CEO ready to lead a whole hive, not just work alone.
β Full Access to RefundHive Software
β 4 Free Returns (no bank product)
β Comprehensive Training for Your Entire Team:
β’ Tax Law Basics
β’ IRS Compliance
β’ Daily Office Procedures
β 2 One-on-One Coaching Sessions Per Month
β Discounts on Additional Resources
β 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
βοΈ Keep all your leads, clients, and communications organized in one place
βοΈ Automate emails, texts, follow-ups, and appointment reminders
βοΈ Streamline your entire sales and onboarding process
βοΈ Increase conversions with proven pipelines and workflows
βοΈ Manage payments, forms, and documents easily inside your CRM
βοΈ Track your revenue, pipeline, and team performance at a glance
βοΈ Deliver a professional, seamless client experience from start to finish
βοΈ Save time, reduce manual tasks, and eliminate follow-up fatigue
βοΈ 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.
Whatβs Included:
β
The ability to have a site, use funnels and create lead forms
β
Automated Appointment Reminders
β
Easy Document Sharing
β
Built-in E-signatures
β
Organized Lead & Client Tracking
β
Follow-up Automation
β
Text & Email Communication Tools
This add-on helps you keep your tax business running smooth year-round β no sticky notes, no missed calls, no chasing down paperwork.
Perfect for:
βοΈ Tax Pros who want to look more professional
βοΈ Growing teams who need better organization
βοΈ Solopreneurs ready to scale
βοΈ Anyone tired of βwinging itβ
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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