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

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Strategic Partners
Offer Taxpayers Refund Advances

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

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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

Refund Transfers expand your payment options
Add A Virtual Tax Business
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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

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SMS Text and Email Marketing

Receive pre-built text and email marketing campaigns that convert more customers into paying clients.

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Your Own Tax Website

Choose from a variety of pre-built tax website templates, and have your website running in minutes.

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Appointment Scheduling

Make it easy for clients to see your availability, set up an appointment, and sync it to your calendar.

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Review Widget

Allow customers to easily share their experience and have it automatically reflect your positive reviews on Google.

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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

Refundo ERO Advance Request
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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.

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

Refundo Dashboard powerful reporting

Powerful Reporting

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Refundo Check Printing

Check Printing

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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

Grow Your Tax Business With Proven Marketing

Don’t take our word for it

Here’s what they say about Refundo

Tax Professional Share Experience
“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
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“Refundo's virtual tax option was very easy to implement and a lifesaver for our tax business this year."
Minda Lopez
Tax Business Owner
Tax Professional Testimonial 1
“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.

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General Support

For general queries, including partnership opportunities, please email:

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Technical or account support

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

Help us get to know you.


Stimulus Update: Extremely long wait times if you call us

Our office has limited hours and limited personnel temporarily, and we’re experiencing very high call volumes. Skip the wait by checking the status of your Stimulus Payment using our "Where's My Stimulus?" link below or using our Live Chat feature at the bottom right-hand side of the page. As of today, all direct deposits have been posted and to your account and should receive your funds by 01/04/2021 by 6 pm ET. If the IRS Get My Payment indicates a deposit of 01/04/2021, and you are expecting a check, you should be receiving your check by 01/08/2021.