Choose from a wide variety of pre-designed templates and have your website up and running in minutes.
Your Tax Business
Trusted Partner
Refundo has all the tools you’ll need to make tax
season a breeze.
Your Tax Business
Trusted Partner
Refundo has all the tools you’ll need to make tax season a breeze.
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.
- 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
Refund Transfers
Seamlessly Expand Your
Business With Refund Transfers
Land more clients by offering the option to pay prep
fees with their refund.
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
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
- 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.
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.
- Fully customizable
- Website-integratable
- Seamlessly reach new clients
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.
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.
Leverage SMS Text and Email Marketing
Send out professionally-written text and email marketing campaigns designed to convert potential clients to paying ones.
Send out professionally-written text and email marketing
campaigns designed to convert potential clients to paying ones.
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.
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.
Leverage SMS Text and Email Marketing
Send out professionally-written text and email marketing
campaigns designed to convert potential clients to paying ones.
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.
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.
Choose from a wide variety of pre-designed templates and have your website up and running in minutes.
Choose from a wide variety of pre-designed templates and have your website up and running in minutes.
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.
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.
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
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)
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.
you need, when you need it.
Best-In-Class Security
Keep your account secure with 2FA (two-factor
authentication)
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)
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
- Unique imagery available
- Cutting-edge marketing strategies
- Maximize social media engagement
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
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
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
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
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
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
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
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
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
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
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
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:
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