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Fully compatible with your favorite tax software
Powerful platform

All in one tool for your entire tax offices

We designed this tools and bring together all important features so that you and the entire team have everything you need to stay competitive with big franchises on servicing more customers. The Refundo Dashboard is 10 years in the making and continuously getting better.

We help provide services like refund transfers, refund advances, virtual tax business, marketing, payments, and much more.

Refund Advances

Your Clients Will Love Refund Advances

Refundo’s Refund Advances is the game-changer that lets clients access their money in minutes. It’s also how you’ll compete with larger tax businesses.
Refund Transfers

Seamlessly Expand Your Business With Refund Transfers

Land more clients by offering the option to pay prep fees with their refund.

Connect

Become Your Own Virtual Tax Business

Refundo’s Refund Advances is the game-changer that lets clients access their money in minutes. It’s also how you’ll compete with larger tax businesses.

Connect

Refundo is Your All-In-One Tax Business Tool

Get Your Own Branded Tax Website

Choose from a wide variety of pre-designed templates and have your website up and running in minutes.

Leverage SMS Text and Email Marketing

Send out professionally-written text and email marketing campaigns designed to convert potential clients to paying ones.

Enjoy Simple Appointment Scheduling

Make it easy for your clients to check your availability and book appointments, which automatically syncs to your calendar.
ERO Advances

Qualify to Receive Up to $100K in Capital

Refundo’s ERO Business Advances provide tax professionals with capital before and during tax season.

Audit Protection

Incoming Audit? No Problem.

Leverage our dedicated team of enrolled agents to manage the audit process from start to finish so you can focus on tax preparation.

Refundo Dashboard

Experience The Power of Simplicity

With Refundo’s innovative dashboard, you’re just a click away from whatever you need, when you need it.
Best-In-Class Security

Keep your account secure with 2FA (two-factor authentication)

Powerful Reporting

Keep your account secure with 2FA (two-factor authentication)

Supplies

Keep your account secure with 2FA (two-factor authentication)

Teams

Keep your account secure with 2FA (two-factor authentication)

Payments

Keep your account secure with 2FA (two-factor authentication)

Check Printing

Keep your account secure with 2FA (two-factor authentication)

Best-In-Class Security
Keep your account secure with 2FA (two-factor authentication)
Powerful Reporting
Keep your account secure with 2FA (two-factor authentication)
Supplies
Keep your account secure with 2FA (two-factor authentication)
Teams
Keep your account secure with 2FA (two-factor authentication)
Payments
Keep your account secure with 2FA (two-factor authentication)
Check Printing
Keep your account secure with 2FA (two-factor authentication)
Marketing library

Get Unrestricted Access to Our Dashboard and Marketing Library

Leverage archives of eye-catching designs and engaging videos made to enhance your social media presence and promote your services with ease

Testimonials

But Don’t Take Our Word For It

Here’s what many tax pros are saying about Refundo

Experience Refundo Firsthand

Schedule a demo today and join thousands of professionals who use our tools to grow their tax businesses.
General support

For general queries, including partnership opportunities, please email:

Technical or Account-Related Support
We’re here to help! If you have technical issues, please visit our Help Center

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