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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.

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

Refund Transfers

Let clients pay you with their refund.

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Mobile Tax App

Connect with your clients, anywhere.

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Audit Protection

Protect your clients in case of an audit.

Learn More

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.

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Check Printing

Printing your clients’ refund checks in your office has never been easier. Supports bulk check printing.

Our mobile app connects you to Dashboard from 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.

Our mobile app connects you to Dashboard from 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.

Ready to take it to the next level?

Create your free account in minutes and join the thousands of businesses using Refundo.