Fully compatible with your favorite tax software
Powerful platform
All in one tool for your entire tax offices
We designed this tools and bring together all important features so that you and the entire team have everything you need to stay competitive with big franchises on servicing more customers. The Refundo Dashboard is 10 years in the making and continuously getting better.
We help provide services like refund transfers, refund advances, virtual tax business, marketing, payments, and much more.
Refund Advances
Your Clients Will Love Refund Advances
Refundo’s Refund Advances is the game-changer that lets clients access their money in minutes. It’s also how you’ll compete with larger tax businesses.
- Get approved in 15 minutes or less
- Over 70% approval rates
- Available to new clients
Refund Transfers
Seamlessly Expand Your Business With Refund Transfers
Land more clients by offering the option to pay prep fees with their refund.
- Fully compatible with your favorite leading tax software
- Includes full access to our Marketing Library
- All for as low as $39.95
Connect
Become Your Own Virtual Tax Business
Refundo’s Refund Advances is the game-changer that lets clients access their money in minutes. It’s also how you’ll compete with larger tax businesses.
- Fully customizable
- Website-integratable
- Seamlessly reach new clients
Connect
Refundo is Your All-In-One Tax Business Tool
Get Your Own Branded Tax Website
Choose from a wide variety of pre-designed templates and have your website up and running in minutes.
Leverage SMS Text and Email Marketing
Send out professionally-written text and email marketing campaigns designed to convert potential clients to paying ones.
Enjoy Simple Appointment Scheduling
Make it easy for your clients to check your availability and book appointments, which automatically syncs to your calendar.
Get Your Own Branded Tax Website
Choose from a wide variety of pre-designed templates and have your website up and running in minutes.
Leverage SMS Text and Email Marketing
Send out professionally-written text and email marketing campaigns designed to convert potential clients to paying ones.
Enjoy Simple Appointment Scheduling
Make it easy for your clients to check your availability and book appointments, which automatically syncs to your calendar.
ERO Advances
Qualify to Receive Up to $100K in Capital
Refundo’s ERO Business Advances provide tax professionals with capital before and during tax season.
- Quick and easy application
- Get what you need to grow
- Enjoy simple and convenient payback options
Audit Protection
Incoming Audit? No Problem.
Leverage our dedicated team of enrolled agents to manage the audit process from start to finish so you can focus on tax preparation.
- Appeal to new prospects
- Upsell existing clients with additional revenue
- Tackle audits hassle-free
Refundo Dashboard
Experience The Power of Simplicity
With Refundo’s innovative dashboard, you’re just a click away from whatever you need, when you need it.
Best-In-Class Security
Keep your account secure with 2FA (two-factor authentication)
Powerful Reporting
Keep your account secure with 2FA (two-factor authentication)
Supplies
Keep your account secure with 2FA (two-factor authentication)
Teams
Keep your account secure with 2FA (two-factor authentication)
Payments
Keep your account secure with 2FA (two-factor authentication)
Check Printing
Keep your account secure with 2FA (two-factor authentication)
Best-In-Class Security
Keep your account secure with 2FA (two-factor authentication)
Powerful Reporting
Keep your account secure with 2FA (two-factor authentication)
Supplies
Keep your account secure with 2FA (two-factor authentication)
Teams
Keep your account secure with 2FA (two-factor authentication)
Payments
Keep your account secure with 2FA (two-factor authentication)
Check Printing
Keep your account secure with 2FA (two-factor authentication)
Marketing library
Get Unrestricted Access to Our Dashboard and Marketing Library
Leverage archives of eye-catching designs and engaging videos made to enhance your social media presence and promote your services with ease
- Unique imagery available
- Cutting-edge marketing strategies
- Maximize social media engagement
Testimonials
But Don’t Take Our Word For It
Here’s what many tax pros are saying about Refundo
Tax business owner
Tax business owner
Tax business owner
Experience Refundo Firsthand
Schedule a demo today and join thousands of professionals who use our tools to grow their tax businesses.
General support
For general queries, including partnership opportunities, please email:
Technical or Account-Related Support
We’re here to help! If you have technical issues, please visit our Help Center