Banking Services

An all-in-one tool for your tax office

Meet our powerful platform, a strategic partner, sophisticated software solution and office organizational tool rolled into one, Refundo bundles a bevy of products to propel your tax services forward.
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Features

See the Variety of Products We Offer

Refund Transfer

Make tax season easier for your clients with our Refund Transfer service. This option lets taxpayers cover their tax preparation fees using their refund, giving them the convenience of deferred payment.

Our Refund Transfer service comes with no setup fees, no delayed deposits, and no hidden costs.
Each refund transfer costs $44.95
We handle the collection of your fees and transfer them electronically to your bank account.
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Payments

Use our fast and reliable payment processor, specifically designed for tax pros who value no hidden fees and dependability.

Enjoy a simple, no-hidden-fee structure that ensures you know exactly what you're paying for.
Process payments quickly and securely, giving both you and your clients peace of mind.
Designed specifically for tax professionals, ensuring seamless integration with your workflow and client needs.
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PTIN Pay

PTIN Pay takes the stress out of payroll by automating the entire process for tax offices

Automatically handle payroll tasks, reducing manual work and ensuring accuracy.
Streamline your operations so you can focus on serving clients, not managing payroll details.
Keep track of payroll history and generate reports effortlessly, giving you full control and visibility.
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ERO Advances

Kickstart your tax season with confidence using our ERO Advance. It’s not just a loan; it’s a strategic investment in the growth and success of your tax services, providing the necessary resources to excel and expand.

Boost Cash Flow: Get early access to funds to cover operational expenses and investments before tax season ramps up.
Flexible Funding: Tailored to your needs, allowing you to use the advance for staffing, marketing, or other critical business operations.
Quick Approval: Fast and straightforward approval process, so you can focus on what matters—growing your tax business.
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NOW Advances

Offer the convenience of deferred payment with our Refund Transfer service, allowing taxpayers to cover their tax preparation fees using their refund.

NOW Advances up to $9,500
Taxpayers can receive their refund advance quickly, giving them access to needed cash while waiting for their full refund.
Streamlined approval and disbursement process ensures clients get their funds quickly and without hassle.
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Benefits

Highly effective solutions

Improve Client Satisfaction
Offering flexible payment options like Refund Transfers and NOW Advances helps you meet your clients' needs, making your services more accessible and appealing.
Streamlined Financial Processes
With fast, reliable, and secure payment solutions, you can focus on serving clients while knowing your financial transactions are handled efficiently and compliantly.
Expand Your Client Base
Get early access to funds, leverage working capital and attract more clients by offering no-brainer options to file their taxes with you! 
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Social Media Content Calendar
Our comprehensive social media calendar gives you an entire year of pre-planned, tax-industry specific content ideas.
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Boost Your Marketing with Tax Pros Podcast
Elevate your skills with 'Tax Pro Marketing' Podcast. Get the latest strategies reshaping the industry.
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Frequently Asked Questions

How does Refund Transfer make tax season easier for my clients?

Refund Transfer allows taxpayers to pay for their tax preparation services using their refund, so they don’t have to pay upfront. This convenience helps ease the financial burden during tax season.

Do I need any technical expertise to use PTIN Pay?

No, PTIN Pay is user-friendly and designed to make payroll management simple and stress-free, allowing you to focus more on serving your clients.

How flexible is the ERO Advance?

ERO Advance is tailored to your business’s needs, allowing you to use the funds for staffing, marketing, or other critical operations.

What is a NOW Advance, and how can it help my clients?

NOW Advances provide taxpayers with quick access to up to $9,500 while they wait for their full refund. It helps clients get the cash they need when they need it most.

Ready to grow your tax business?
Schedule a demo today and join the thousands of tax professionals already using our tools.
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