Tax Point Product Demo

Solutions for Tax Professionals

RefundPoint is a feature rich customer notification system which was designed from the ground up for tax professionals by tax professionals. The system uses "Agents" installed at each tax location to sync a local e-file database with a backend system so your customers can call a toll-free number, use the Internet, or receive a call informing them of their latest return status.

"Is my check ready" Demo

Use this form to submit calls to your phone to hear some of the same messages your customers will hear when they recieve a call from Refund Point.

Phone Number (xxx-xxx-xxxx):	*
Desired Language:
Status:

Application Screenshots

RefundPoint has an easy to use web application to manage your sites, agents, site managers, track individual return activity, and view real-time reporting data.

Edit and Manage all of your store locations as sites.	View
Edit, manage, and monitor each Refund Point Agent running within your store locations.	View
Create Site Managers delegatate management of one or more sites/store locations within RefundPoint.	View
Use the Report Center to view real time reports on daily account activities.	View
View real time reports on daily account activities.	View
View real time reports on daily return activities by sites (store location).	View
Track individual return activity in real time.	View

Call Point is a outbound telephony based marketing service. The service allows you to upload a list of phone numbers and either record or upload a sound file which contains your message. Once ready you can start the call campaign and play your message over the phone to each phone number supplied.

Voice Marketing Demo

Use this form to submit a call to your phone to hear a sample message from a marketing campaign.

Phone Number (xxx-xxx-xxxx):	*

Application Screenshots

Call Point has an easy to use web application to manage your call lists, prompts, and campaigns, and view real-time reports on the progress of each campaign.

Create, Edit, Stop, Pause, and Resume each of your campaigns to have total control over the message delievery.	View
Configure each aspect of your campaigns.	View
Use the campaign report to get insight into the various details of your campaigns.	View
Create and manage one or more call lists. Each call list can handle thousands of individual phone numbers.	View
Import your customer's phone numbers from Excel or a csv file.	View
Manage your prompts (messages) which may be applied to a campaign.	View
Import or call our toll-free number to record your prompts.	View