Refund Manager + Reckon Elite

Seamlessly integrate Refund Manager with your Reckon Elite tax software to easily & securely manage your fee from refunds.

We import your individual tax lodgements details and EFT Reconciliation Reports from Reckon Elite to build the bulk payment files in Refund Manager saving you significant time and money.

Reckon Elite Integration

With just clicking a few buttos for your Reckon Elite account to sync with Refund Manager, you will b able to instantly import your clients and EFT Reconciliation Reports and start processing payments.

  • Refund Manager syncs your data one-way on request from Refund Manager account. We collect any new fee from refund lodgements and EFT Reconciliation Statements.
  • Once your data is populated, you will be able to use the power of our software to create your direct entry payment files.
  • Refund Manager will track your transactions and provide you with full reporting to make audit time a breeze.

Automate your fee from refund
in 3 easy steps

Sign-up to Refund Manager

Create your free trial account with Refund Manager. Only takes 2 minutes to get started.

Download Reckon Elite Integration App

You will find the Reckon Elite integration application in the integrations section of Refund Manager. Fill in your Reckon Elite credentials and download the application.

Sync your Refund Manager and Reckon Elite accounts

Our application will guide you through connecting your accounts. Once synchronised, you can begin to import data immediately into Refund Manager.

Reckon Elite Practice Management Software

Whether you are a sole practitioner who does only income tax returns, or a growing suburban practice which offers compliance and consulting, Reckon Elite has the complete solution to better manage your clients and practice.

  • Built for small and medium businesses
  • Manage your practice at ease with powerful tools
  • Made tax time & compliance easy
  • Access impressive reporting
  • Integrates with Reckon Accounts & Reckon One

Ready to try us out?

Sign-up for FREE now and you will have instant access to our full product for 14 days!