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Refundo is fully compatible with your favorite tax software.
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ATX Tax Software logo - Refundo partner
OLT Pro tax software logo - Refundo partner
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Meet our powerful platform

An all-in-one tool for your tax office.

Refundo is a financial technology company for tax professionals who are seeking a strategic partner. We are dedicated to equipping tax pros with a software solution to help amplify their success and compete with the big dogs. Refundo offers more than just bank products, we offer refund advance, virtual tax business, marketing, payment, and more.

Offering Refund Advance

Refundo's Refund Advance is a game changer.

Taxpayers can get an advance on their tax refund or a portion of their tax refund instead of waiting any longer. Here are some other game changers with our Refund Advance:

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Refundo helps tax professionals offer refund transfer so their customers have more. payment options.

Refundo Refund Transfer

Expand your businesses with Refund Transfer.

Here’s another option to land more clients: give them the option to pay their tax prep fees after their refund arrives. Plus, Refundo Refund Transfer offers:

Refundo Marketing

Need help marketing your tax business?

Refundo offers tax marketing solutions aimed to generate more customers for your business

Get Your Own Branded Tax Website

Choose from a wide variety of pre-designed templates and have your website up and running in minutes.
Use Refundo's email marketing campaigns to retain tax clients and generate new ones

Leverage SMS Text and Email Marketing

Send out professionally-written text and email marketing campaigns designed to convert potential clients to paying ones.
Automate your scheduling with our tax marketing solutions

Enjoy Simple Appointment Scheduling

Make it easy for your clients to check your availability and book appointments, which automatically syncs to your calendar.
Protect your tax return from any mistakes or issues with Refundo Audit Protection

Protect yourself from audits

Incoming Audit? No Problem.

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

Refundo Dashboard

Experience the power of simplicity.

With the Refundo 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)

Refundo Testimonials

Hear what tax professionals are saying about Refundo.

Ready to grow your tax business?

Join the thousands of tax professionals who are already using our tools. Schedule a demo today!

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General support

For general queries, including partnership opportunities, please email:

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

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