Tax preparer tools for every tax business
Refundo gives you the all resources you need to stay ahead of tax season.
Works with the leading tax software
Offer your clients
Refund Advances
Stay competitive with big franchises and allow clients to access their money in minutes.
Less than 15 minutes approval timeframe
+70% approval rates
Available to new clients
Refund Transfers expand your business reach
Service more customers by allowing them to pay your prep fees with their refund.
Low Fee of $39.95
Access to Marketing Library
Compatible with leading tax software
Reach anyone, with
your
own virtual tax business
Reach anyone, with your own virtual tax business
Offer customers your own app or website to securely gather their tax information and import into your tax software.
Customize it to your liking
Make it a part of your website
Reach people outside of your community
Qualify and receive
up to 100K
Refundo ERO business advances help tax professionals with capital before and during tax season.
Invest in new equipment
Easy and quick application
Simple and convenient payback options
Provide protection for
peace of mind
Provide protection for peace of mind
Because audits happen, we’ll take care of it for you, and help you earn in the process
Make additional revenue
Dedicated team of Enrolled Agents
Remove the stress of the audit process
Simple yet powerful
The Refundo Dashboard is 10 years in the making
and continuously getting better.
Security
Keep your account secure using 2FA (two-factor authentication).
Powerful Reporting
Supplies
Teams
Payments
Check Printing
Attract more clients
with our all-in-one
marketing service
Attract more clients with strategy
Our marketing service includes your own CRM, website, appointment calendar, email and text automation, and so much more!
Unique poster displays
Access to the Refundo Marketing Library
Proven marketing strategies
Don’t take our word for it
Here’s what they say about Refundo
Ready to get started?
Schedule a demo today and join the thousands of tax pros using our tools to effectively grow their tax businesses.
General Support
For general queries, including partnership opportunities, please email: support@refundo.com
Technical or account support
We’re here to help! If you have technical issues, Help Center ->