Top

Managing your fee from refund clients is as easy as 1,2,3

Enter or Import Your Client's Information

Your client data is never shared with anyone and is securely organised for you.

Upload the EFT Report

With a push of the button, securely upload the latest Electronic Funds Transfer (EFT) report to your account.

Generate the Direct Entry File

Generate the Direct Entry Credit File that you would upload to your bank's website.

Pricing Plan

Simple Annual Pricing

Your First Month Is Free

ENTERPRISE

ENQUIRE
  • For multi-partner practices
  • Customise our solution to your practice with unlimited returns and unlimited trust accounts.

Want to learn more about how Refund Manager can work for your firm?

Leave your details with us and we will get in contact to understand what your specific needs are.

Our customers love using Refund Manager.

Here’s what our customers are saying about us.