Say Hello to Refundo!

Elevate your tax business: Banking Service Software for Tax Pros

Elevate your tax business with banking service software for tax pros. Offer competitive bank services and products and streamline operations, while protecting and growing your tax business with Refundo’s all-in-one platform. Explore the variety of banking service products we offer. Meet our powerful platform, a strategic partner, sophisticated banking software solution, and office organizational tool all rolled into one. We bundle a bevy of software products to propel your tax and banking services forward.

Get Started

See the Variety of Products We Offer

Meet our powerful platform, a strategic partner, sophisticated software solution and office organizational tool rolled into one, Refundo bundles a bevy of products to propel your tax services forward.

Banking Services

Refund Transfer

Offer your taxpayers the ability to cover your tax preparation fees using their refunds. Our deferred payment option is convenient and allows you more opportunities to earn.

Learn more

NOW Advance

Rise above your competition by offering same-day access to tax refunds. This invaluable service may be a lifeline for clients who can't afford to wait for traditional processing times.

Learn more

ERO Advances

Refundo offers exclusive working capital loans tailored for tax offices. Whether you're upgrading equipment, covering payroll, or expanding, trust Refundo to fuel your growth.

Learn more

PTIN Pay

Distribute payroll, automate it, manage time reporting and take advantage of instant payouts with a few clicks. Managing your team just got a whole lot simpler!

Learn more

Payments

Refundo’s all-in-one platform also features a fast and reliable payment processor, specifically designed for tax pros who value no hidden fees and dependability.

Learn more

Refund Transfer

NOW Advances

ERO Advances

PTIN Pay

Payments

Refund Transfers

Offer your taxpayers the ability to cover your tax preparation fees using their refunds. Our deferred payment option is convenient and allows you more opportunities to earn.

Learn More

NOW Advance

Refundo offers all of the NOW advances solutions you need to empower your business and engage your clients.

Learn More

ERO Advances

Refundo offers exclusive working capital loans tailored for tax offices. Whether you're upgrading equipment, covering payroll, or expanding, trust Refundo to fuel your growth.

Learn More

PTIN Pay

Distribute payroll, automate it, manage time reporting and take advantage of instant payouts with a few clicks. Managing your team just got a whole lot simpler!

Learn More

Payments

Refundo’s all-in-one platform also features a fast and reliable payment processor, specifically designed for tax pros who value no hidden fees and dependability.

Learn More

Operations Solutions

Sieben Cybersecurity

Safeguard your tax pro business against cybercriminals. Equip your business with comprehensive protection year-round for just a one-time annual payment of $600 per device.

Learn more

Connect

Connect with clients and complete returns faster and more accurately—from anywhere! Take your tax business virtual and elevate your customer experience and improve retention.

Learn more

Audit Protection

Leave the audits to us! Our team of seasoned tax pros and EAs will keep your client’s return safe, helping you build an outstanding reputation in the communities you serve.

Learn more

Sieben Cybersecurity

Safeguard your tax pro business against cybercriminals. Equip your business with comprehensive protection year-round for just a one-time annual payment of $600 per device.

Learn More

Connect

Connect with clients and complete returns faster and more accurately—from anywhere! Take your tax business virtual and elevate your customer experience and improve retention.

Learn More

Audit Protection

Leave the audits to us! Our team of seasoned tax pros and EAs will keep your client’s return safe, helping you build an outstanding reputation in the communities you serve.

Learn More

Growth Products

Refundo Academy

Let Refundo’s world-class experts help you build proven and scalable systems focused on sales, marketing, and operations.

Learn more

Service Bureau

Manage your Service Bureau effectively with a collection of tools and features you can unlock inside the Refundo Dashboard.

Learn more

Refundo Academy

Let Refundo’s world-class experts help you build proven and scalable systems focused on sales, marketing, and operations.

Learn More

Service Bureau

Refundo offers all of the NOW advances solutions you need to empower your business and engage your clients.

Learn More

Discover our New Offerings

Refundo Academy

Our signature business growth system meets you where you are in your business, and gives you the roadmap you need to have clarity, confidence, and predictability in your tax pro practice.

Learn more

Sieben Cybersecurity

Safeguard your tax pro business against cybercriminals. Equip your business with comprehensive protection year-round for just a one-time annual payment.

Learn more

Our Banking Services Software Dashboard

Keep track of your team, stay on top of security, grow your business with custom marketing assets, and report your progress all through our easy-to-use dashboard.

Refundo Dashboard: Track your team, manage security, and grow your tax business with custom tools and progress reports

Banking services dashboard

Track your team, manage security, and grow your tax business with custom tools and progress reports

Gain powerful insights

Utilize our reporting tools to categorize, personalize, and analyze your data quickly so you can get a comprehensive, real-time view of your office stats.

Secure your account

Keep your account secure using 2FA (two-factor authentication). The dashboard works with your favorite 2FA apps to keep hackers out!

Process payments and print checks

With our banking services software dashboard, you can accept credit card payments and print checks right from your office. We even support bulk check printing for every tax preparer’s payroll. Additionally, you can transfer refunds directly to your clients’ bank accounts.

Control your team’s access

Add multiple users from your team to your dashboard account while keeping control of their access level so you can keep certain aspects of your business private.

Refundo champions tax pros with accessible, affordable, and simple business solutions

What Makes Us Different

We champion the underdogs, the dreamers striving to break the glass ceiling, and we believe tax pros like you deserve banking service software and business solutions that are accessible, affordable, and simple to use.

Expertise

We are recognized as thought leaders in the banking services and tax industries, guiding professionals like you to success, with proven frameworks and bank products for tax preparers.

Community-driven

Our approach is rooted in understanding and supporting the needs of tax professionals and their communities, fostering a strong, collaborative network of growth and success. We take your feedback seriously, allowing us to innovate and update in real-time, something our dated competitors can't match. One way we protect you and your clients is with taxpayer audit protection, ensuring that your filings are ready to pass any and every checkpoint in the system.

Leaders in Technology and Innovation

We pride ourselves on staying ahead of the curve. We are deeply connected with industry leaders and influencers of growth, ensuring that we’re always in tune with the latest banking service software trends. Our commitment to innovation means we’re constantly updating and refining our banking service solutions, providing you with cutting-edge AI financial operations tools that keep you competitive in an ever-evolving landscape.

Know More About Us

Contact us

Ready to grow your tax business with our banking services software? Learn more about us and our banking solutions for tax pros. Schedule a demo today and join the thousands of tax professionals already using our banking service tools, or check pricing on all of our software options.

What Our Customers Say

PTIN Pay has been a huge time-saver for my tax business. I no longer stress about payroll; it's all automated, accurate, and quick. This tool is an absolute must for any tax office looking to streamline their processes.

Jessica R.

Tax Office Manager

ERO Advance has been a vital resource for my tax office. The quick funding allowed me to invest in new technology and marketing right before tax season. It’s been key in helping my business grow and compete!

Steven W.

Tax Business Owner

Offering NOW Advances to my clients has been a game changer. Many clients love getting their refund the same day—it’s given my business a competitive edge and improved client retention tremendously!

Paul S.

Tax Preparer

Refund Transfers make the entire payment process easy and convenient for my clients. They love being able to cover their tax prep fees through their refund, and I love how it simplifies my payment collection!

David L.

Tax Office Owner

Thanks to NOW Advances, I’ve been able to provide a faster and better service to my clients. The ability to print checks in my office makes it incredibly convenient, and my clients are thrilled with the quick turnaround!

Karen T.

Tax Professional

Before PTIN Pay, handling payroll used to take hours. Now, I set it and forget it. It's reliable, efficient, and gives me the freedom to focus on growing my business. Couldn't be happier!

Mark D.

Tax Professional

"I’ve been using Refund Transfers for two seasons now, and it’s been a hit with my clients. No upfront payments, no hassle—just fast, reliable service. It’s a big reason why they keep coming back!

Amy P.

Tax Preparer

Getting an ERO Advance was the best decision I made for my business this year. It gave me the financial flexibility to upgrade my office, hire extra staff, and focus on serving my clients without worrying about cash flow.

Natalie M.

Tax Professional

Refundo’s Blog

Refund Advances

How Refund Advances Make You More Competitive

Refund advances make you more competitive by offering a service with substantial demand, and relatively few competitors.

Strategy

Productivity

Improving Your Office's Productivity During Tax Season

Tax season is, of course, one of the busiest times of year for tax professionals. With an influx of customers, comes a welcome uptick in business. However, with the flood of customers, it becomes even more important to have processes and procedures aimed at maintaining efficiency.

Boost cash flow during off-seasons with ERO advances. Essential tips for tax professionals to maintain financial stability.

Strategy

Improve Cash Flow in the Off-Seasons with ERO Advances

Maintaining a secure line of cash-flow is integral for businesses trying to grow. Specifically, since the majority of tax-season really occurs over about a 3-4 month period, tax-prep businesses can see a major reduction in cash-flow during the ‘off-season’. ERO advances help tax prep businesses improve cash flow during the off-season, and can elevate your tax practice to the next level.

Explore Blog

Tax professionals partnering with Refundo to grow their business

Ready to grow your tax business?

Schedule a demo today and join the thousands of tax professionals already using our tools.

Email icon to contact Refundo for support or inquiries

hello@refundo.com

Phone:

+1 (908) 445-5544

Support icon to contact Refundo for assistance

Help & Support

support@refundo.com

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.