Bank products made easy
Bank product software that is smart, powerful and stunningly simple.
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A smarter audit assist program
Protect your clients and your time in the event of an IRS audit.
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Innovative features that will help you grow
Save Your Clients Money
Choose the check stock that fits your office needs with CheckSelect. We partner with leading financial institutions so your customers can cash their tax refund checks for $8 or less nationwide.
As part of our CheckSelect program, we currently have BB&T, Capital One, BBVA Compass and Walmart as options.
Save Time at Filing
Refundo is now fully integrated with the leading professional tax software. With a few clicks, you can start a bank app right from within your tax preparation software.
Better Customer Relationships
With extended phone support hours during tax season and our 24/7 online support center, serving your clients becomes easy and efficient.
Expand Your Revenue
Start accepting credit card payments in your office with Plastic Pay. No set-up fees, monthly fees, and one low-flat rate, 2.9% + 30￠ per successful charge.
Why tax pros love refundo
Last year alone, I saved over $20,000. Customer service is great and exceptional. Refundo is the real deal.
The Refundo dashboard is great and very easy to use. I recently made the switch to Refundo and I couldn't be happier. My account manager is always there when I need him.
Refundo has been a very important piece in helping our business grow and operate. Do you Refundo?
Software Integration
ATX, ProSeries, Tax Act, TaxWise and more. Join Us