Tax preparer tools for every tax business

Refundo gives you the all resources you need to stay ahead of tax season.

Works with the leading tax software

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Crosslink Logo - Refundo Partner
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Offer your clients
Refund Advances

Stay competitive with big franchises and allow clients to access their money in minutes.

Less than 15 minutes approval timeframe

+70% approval rates

Available to new clients

Refund Transfers expand your business reach

Service more customers by allowing them to pay your prep fees with their refund.

Low Fee of $34.95

Access to Marketing Library

Compatible with leading tax software

Reach anyone, with your
own virtual tax business

Reach anyone, with your own virtual tax business

Offer customers your own app or website to securely gather their tax information and import into your tax software.

Customize it to your liking

Make it a part of your website

Reach people outside of your community

Qualify and receive
up to 100K

ERO business advances help tax professionals with capital before and during tax season.

Invest in new equipment

Easy and quick application

Simple and convenient payback options

Provide protection for
peace of mind

Provide protection for peace of mind

Because audits happen, we’ll take care of it for you, and help you earn in the process

Make additional revenue

Dedicated team of Enrolled Agents

Remove the stress of the audit process

Simple yet powerful

Our Dashboard is 10 years in the making
and continuously getting better.

Security

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

Powerful Reporting

Supplies

Teams

Payments

Check Printing

Attract more clients
with strategy

Attract more clients with strategy

We’ll provide marketing material for your office, and strategies to help them grow all year round.

Unique poster displays

Access to the Refundo Marketing Library

Proven marketing strategies

Don’t take our word for it

Here’s what they say about Refundo

“Refundo is efficient, powerful and easy to use. They have all the tools we need to grow our tax business.”
Miguel Alvarez
Tax Business Owner
“Refundo's virtual tax option was very easy to implement and a lifesaver for our tax business this year."
Minda Lopez
Tax Business Owner
“Refundo really cares about growing your tax office. They go the extra mile to provide resources I desperately need."
Natasha Adelina
Tax Business Manager

Ready to get started?

Schedule a demo today and join the thousands of tax pros using our tools to effectively grow their tax businesses.

General Support

For general queries, including partnership opportunities, please email: support@refundo.com

Technical or account support

We’re here to help! If you have technical issues, Help Center ->

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