Fully compatible with your favorite tax software

Fully compatible with your favorite tax software

Powerful platform

Powerful platform

All in one tool for your
entire tax offices

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.

We help provide services like refund transfers, refund
advances, virtual tax business, marketing, payments,
and much more.

We designed these tools to help you stay competitive and  service more customers. The Refundo Dashboard is 10 years in the making and continuously
getting better at helping tax pros become more efficient.

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.

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.

Refund Transfers

Seamlessly Expand Your Business With Refund Transfers

Land more clients by offering the option to pay prep fees with their refund.

Refund Transfers

Seamlessly Expand Your
Business With Refund Transfers

Land more clients by offering the option to pay prep
fees with their refund.

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

Become Your Own Virtual Tax Business

Leverage your own website or app so your clients can
gather all their tax information into our easy-to-use
dashboard.

Leverage your own website or app so your clients can gather all their tax information into our easy-to-use dashboard.

Get Your Own Branded Tax Website

Choose from a wide variety of pre-designed templates and have your website up and running in minutes.

Get Your Own Branded Tax Website

Choose from a wide variety of pre-designed templates and have your website up and running in minutes.

Marketing growth

Refundo is Your All-In-One Tax Business Tool

Marketing growth

Refundo is Your All-In-One Tax Business Tool

Marketing growth

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.

Engage in Premium Lead Capturing

Add new ways to capture valuable website visitor information so you can add them to your marketing campaigns and convert them into paying clients.

Utilize Review Widgets

Let your clients review your work, which is uploaded to Google for potential clients to see.

Get Your Own Branded Tax Website

Choose from a wide variety of pre-designed templates and have your website up and running in minutes.

Get Your Own Branded Tax Website

Choose from a wide variety of pre-designed templates and have your website up and running in minutes.

Get Your Own Branded Tax Website

Choose from a wide variety of pre-designed templates and have your website up and running in minutes.

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ERO Advances

Qualify to Receive Up to $100K
in Capital

Qualify to Receive Up to $100K in Capital

Refundo’s ERO Business Advances provide tax professionals with capital before and during tax season.

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.

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

Supplies

Teams

Payments

Check Printing

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

Supplies

Teams

Payments

Check Printing

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

Supplies

Teams

Payments

Check Printing

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

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

Testimonials

But Don’t Take Our Word For It

Here’s what many tax pros are saying about Refundo

TaxStartup

“Refundo is efficient, powerful and easy to use. They have all the tools we need to grow our tax business.”

Minda Lopez

Tax Business Owner

Testimonials

But Don’t Take Our Word For It

Here’s what many tax pros are saying about Refundo

TaxStartup

“Refundo is efficient, powerful and easy to use. They have all the tools we need to grow our tax business.”

Minda Lopez

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:

support@refundo.com

Technical or Account-Related Support

We’re here to help! If you have technical
issues, please visit our Help Center

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:

support@refundo.com

Technical or Account-Related Support

We’re here to help! If you have technical
issues, please visit our Help Center