Your Trusted Tax Partner
Refundo is fully compatible with your favorite tax software.
Meet our powerful platform
An all-in-one tool for your tax office.
Refundo is a financial technology company for tax professionals who are seeking a strategic partner. We are dedicated to equipping tax pros with a software solution to help amplify their success and compete with the big dogs. Refundo offers more than just bank products, we offer refund advance, virtual tax business, marketing, payment, and more.
Offering Refund Advance
Refundo's Refund Advance is a game changer.
Taxpayers can get an advance on their tax refund or a portion of their tax refund instead of waiting any longer. Here are some other game changers with our Refund Advance:
- Approval in 15 minutes or less
- Over 70% approval rate
- Available to new clients
Refundo Refund Transfer
Expand your businesses with Refund Transfer.
Here’s another option to land more clients: give them the option to pay their tax prep fees after their refund arrives. Plus, Refundo Refund Transfer offers:
- Full compatibility with your favorite leading tax software
- Access to our entire marketing library
- Taxpayer pays as little as $44.95
Refundo Marketing
Need help marketing your tax business?
Get Your Own Branded Tax Website
Leverage SMS Text and Email Marketing
Enjoy Simple Appointment Scheduling
Protect yourself from audits
Incoming Audit? No Problem.
Our dedicated team of enrolled agents can help you manage the audit process from start to finish, so you can focus on tax preparation.
- Tackle hassle-free audits
- Acquire new leads who are being audited
- Upsell current audited clients
Refundo Dashboard
Experience the power of simplicity.
With the Refundo Dashboard, you’re just a click away from whatever you need, when you need it.
Keep your account secure with 2FA (two-factor authentication)
Keep your account secure with 2FA (two-factor authentication)
Keep your account secure with 2FA (two-factor authentication)
Keep your account secure with 2FA (two-factor authentication)
Keep your account secure with 2FA (two-factor authentication)
Keep your account secure with 2FA (two-factor authentication)
Refundo Testimonials
Hear what tax professionals are saying about Refundo.
Tax business owner
Tax business owner
Tax business owner
Ready to grow your tax business?
Join the thousands of tax professionals who are already using our tools. Schedule a demo today!
General support
For general queries, including partnership opportunities, please email:
