Tax preparer tools for every tax business
Refundo gives you all the resources you need to stay ahead of tax season.
Works with the leading tax software
Strategic Partners
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 $39.95
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 into our Dashboard.
Customize it to your liking
Make it a part of your website
Reach people outside of your community
All The Marketing Tools You Need For Your Tax Business
SMS Text and Email Marketing
Receive pre-built text and email marketing campaigns that convert more customers into paying clients.
Your Own Tax Website
Choose from a variety of pre-built tax website templates, and have your website running in minutes.
Appointment Scheduling
Make it easy for clients to see your availability, set up an appointment, and sync it to your calendar.
Review Widget
Allow customers to easily share their experience and have it automatically reflect your positive reviews on Google.
Capture More Leads
Incorporate various ways to capture your website visitor’s information. That way, you can make them part of your email/text marketing, and get closer to converting a new customer.
Qualify and receive
up to 100K
Refundo 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
The Refundo 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
Join our Dashboard and access our marketing library
Attract more clients with strategy
Our marketing library includes beautiful designs and videos to enhance your social media presence and promote your services with ease.
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
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 ->