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
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.
Keep your account secure using 2FA (two-factor authentication). Dashboard works with your favorite 2FA apps to keep hackers out.
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.
Order posters, marketing kits, and check stock for all of your offices. With our mailing services, we send your clients postcards on your behalf.
Add multiple users from your team to your Dashboard account while keeping control of their access level.
If your client prefers to pay you upfront, Dashboard allows you to accept credit card payments via Stripe.
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
Receive daily push notifications indicating the clients that have funded. Easily run a Daily Deposits Report with one tap.
Dash goes beyond the password to protect you and your clients. We support Face ID, Touch ID, 1Password and 2FA.
Review and customize your reports on the fly. You can export the PDF files to any supported app on your phone.
Review the status of your clients refund transfers, NOW advances and audit progress. Dash keeps you in the loop.