Support

Refund Manager is an end to end, completely encrypted solution which is GDPR compliant. We adopt the best security principles. So, your data is safe and encrypted with us.

Yes. We require our clients to maintain your own trust account for Refund Manager to work in conjunction with. You also have 100% flexibility as to which bank you use for your trust account.

Refund Manager is an end to end, completely encrypted solution which is GDPR compliant. We adopt the best security principles. So, your data is safe and encrypted with us.

Absolutely not! You maintain 100% control over your trust account. Refund Manager works in combination with your account by preparing the ABA file for you to upload to your Trust Account and process payments.

Yes. Refund Manager provides the necessary reports and receipts to comply with Queensland Trust legislation requirements.

We provide an array of reports to better help our clients manage their fee from refund process and to make auditing time a breeze. Currently we provide:

• Trust Account Deposits
• Trust Account Reimbursements
• Fees Paid/ Pending
• Trust Account Reconciliation
• Refund Differences Report

We are always looking to provide more value, so If you have any requests for new reports please email us at support@refundmanager.com.au.

We are here to help if you should ever have a problem. There are multiple ways to find the answer to your questions.

Download the user guide here: User Guide

Email us at: support@refundmanager.com.au

Call us on: (03) 9982 9716

Refund Manager starts from just $990 p.a. For single practice offices with 1 trust account and 3 users for unlimited returns. For multi office practices or enterprise customers you can enquire so that we can build a solution that is tailored to your needs.

Refund Manager enables accountants to generate batch payments of fee from refund clients. By uploading the ATO EFT file, you can generate the bank ABA file instantly. The entire process to upload the EFT file, generate the bank file and then upload to your bank takes less than 2 minutes.

It only takes 5 minutes to sign up to Refund Manager. Just make sure to have your information ready to go. We recommend new clients schedule a demo with our team to ensure quick and successful start to using our software.

It only takes 5 minutes to sign up to Refund Manager. Just make sure to have your information ready to go. We recommend new clients schedule a demo with our team to ensure quick and successful start to using our software.

If you can’t remember your username or login details, follow this link to rest your details.

Recover User ID here

Recover Password here

Yes. Our software includes the ability to identify overdue accounts and direct debit those accounts.