Manage clients, track refund requests, and grow your practice with the all-in-one platform designed specifically for tax professionals.
Active Clients
1,247
+12% this month
Pending
86
requests
Approved
324
this year
David S.
Tax Refund 2024
Miriam L.
Tax Refund 2023
Yossi K.
Tax Refund 2024
Refund Approved!
Just now
Total Approved
$2.4M
This year
A complete toolkit designed for tax professionals to streamline their workflow and grow their practice.
Keep all client information organized in one place. Store IDs, contact details, and complete history for quick access.
Never lose track of where each request stands. Monitor every step from submission to approval with clear status indicators.
Digital forms for collecting all required information. Auto-fill tax authority forms with client data in seconds.
Track service agreements, commission rates, and fees. Calculate your earnings automatically with built-in fee calculator.
Get a clear overview of your business at a glance. Track requests, approvals, and total refunds processed.
Your data is protected with enterprise-level security. Encrypted storage, secure authentication, and regular backups.
Transform your tax refund workflow with our intuitive platform. Sign up, add your clients, and start tracking refunds today.
Create your account in seconds and start your 30-day free trial with no credit card required
Import your existing clients or add them one by one with their Israeli ID and contact details
Create refund requests, update statuses, and keep your clients informed every step of the way
Join hundreds of tax professionals already using RefundCRM
Everything you need to know about RefundCRM. Can't find the answer you're looking for? Reach out to our team.
Our team is here to help you get started.
Join hundreds of accounting firms who have already streamlined their operations. Start your 30-day free trial today - no credit card required.
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