Get paid the easy way
Let clients pay for their
tax preparation with their refund.
Taxpayer advances up to $5,500
Give taxpayers another reason to visit your tax office. With refund delays expected again this year, a NOW advance can help your clients until their refund arrives.
Refundo NOW advances are 0% APR and $0 fee to taxpayers.
The toolkit for tax pros
We’ve created these tools to help you grow your tax business
WORKS WITH THE LEADING TAX SOFTWARE
Dashboard
Our Dashboard is at the core of everything we do and here’s how it all comes together
Simple yet powerful
The intuitive interface allows you to be more productive and saves you time during tax season. It provides you a fast and secure way to offer your clients all of Refundo’s products.
Our Dashboard is 10 years in the making and continuously getting better.
Security
Keep your account secure using 2FA (two-factor authentication). Dashboard works with your favorite 2FA apps to keep hackers out.
Powerful Reporting
Our report tools allow you to categorize, personalize and analyze all of your data quickly. This allows you to get a real-time view of your office stats.
Supplies
Order posters, marketing kits, and check stock for all of your offices. With our mailing services, we send your clients postcards on your behalf.
Teams
Add multiple users from your team to your Dashboard account while keeping control of their access level.
Payments
If your client prefers to pay you upfront, Dashboard allows you to accept credit card payments via Stripe.
Check Printing
Printing your clients’ refund checks in your office has never been easier. Supports bulk check printing.
Our Dash mobile app connects you to Dashboard anywhere
Daily Notifications
Receive daily push notifications indicating the clients that have funded. Easily run a Daily Deposits Report with one tap.
Security
Dash goes beyond the password to protect you and your clients. We support Face ID, Touch ID, 1Password and 2FA.
Reports
Review and customize your reports on the fly. You can export the PDF files to any supported app on your phone.
Client Status
Review the status of your clients refund transfers, NOW advances and audit progress. Dash keeps you in the loop.