Easy Advances for EROs

Get an ERO Advance up to 100k

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.

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Features

Trust Refundo to fuel your growth

Invest in technology

Upgrade and invest in your systems to improve efficiency and security, keeping your business ahead of the curve.

Upgrade tax software: Streamline client filings and improve accuracy with the latest software solutions.

Enhance cybersecurity: Protect sensitive client information and ensure compliance with industry regulations by investing in advanced security tools.

Automate client communication: Use CRM tools and automated messaging systems to keep your clients informed and engaged without added manual effort.

Illustration highlighting technology investments for tax professionals, including software, cybersecurity, and automation tools

Enhance marketing efforts

Grow your tax pro business by reaching new clients and increasing your brand visibility.

Spend some ad dollars: Use digital advertising platforms like Google or Facebook to reach potential clients in your area with highly targeted campaigns.

Make your website stand out: Create or enhance your website to showcase your services, build credibility, and make it easy for clients to book appointments online.

Outsource your social media: Keep your brand top-of-mind by outsourcing your social media to professionals.

Office Space and Staff Expansion

Time to upgrade your office and add more team members to your business? With the ERO Advance you can invest in real growth that shows.

Invest in new office equipment: Get new computers, printers, or that comfy new chair

Level-up your clients’ experience: Design a comfortable and inviting waiting area or conference space where clients can feel valued and at ease during appointments.

Hire seasonal staff: Bring on additional team members during peak tax season to handle client load and ensure timely service delivery, or hire year-round support to grow your practice sustainably.

Profiles of tax professionals representing office staff expansion with ERO Advance investment in office growth and team building.

Smiling tax professional reflecting confidence with ERO Advance based on claim history and past performance.

Claim history based funds

When determining the figures for your tax office loan we focus on how you’ve performed in the past. This consists of how many clients you’ve had, your funding rate and average fees.

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How ERO Advances work

ERO Advance is available beginning October 1st, 2024 and ends November 15th, 2024

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Fast & simple application process

It’s as simple as signing up with Refundo, logging into our easy-to-use dashboard and clicking Apply for Advance. From there, you’re just a few clicks away – no long forms or waiting periods!

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Get lightning fast funding

Upon approval, we’ll deposit your ERO Advance into your bank account as soon as the next business day. All advances may be subject to credit approval and additional verification.

Simple payback

Pay off your advance with convenient automatic deductions from your daily fee deposits during tax season so you focus on serving your clients. Or prepay at no additional cost to you.

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Download Our WISP Checklist

Our WISP checklist walks you through every required security measure and compliance requirement, ensuring your practice stays protected and penalty-free.

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Frequently Asked Questions

How can the ERO Advance help me upgrade my technology?

The ERO Advance allows you to invest in the latest technology to streamline your operations. Use the funds to upgrade tax software for more efficient filings, enhance cybersecurity tools to protect client information, and automate client communication systems to reduce manual effort and improve client engagement.

What marketing efforts can I fund with an ERO Advance?

With the ERO Advance, you can invest in digital advertising to reach new clients through targeted campaigns, enhance your website to improve your online presence and client booking experience, and outsource social media management to maintain a strong brand presence and attract potential clients.

How can I use the ERO Advance to expand my office and staff?

Use the ERO Advance to invest in new office equipment, create a more inviting client space, or hire additional seasonal staff during peak tax season. The funds can support both immediate needs and long-term growth, helping you provide better service and scale your business effectively.

What is the application process for an ERO Advance, and how quickly can I receive funds?

The application process is quick and simple. Sign up with Refundo, log into the dashboard, and apply for the advance with just a few clicks. Upon approval, funds are deposited into your account as soon as the next business day, making it easy to get the resources you need quickly. Payback is straightforward with automatic deductions from daily fee deposits or the option for prepayment without additional costs.

Frequently asked questions about banking services for tax professionals.

Refundo is THE one-stop shop for all of your tax pro business needs. From banking products, to cybersecurity and marketing solutions, we are here to help you unlock your best tax season yet!

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How ERO Advances work

Download Our WISP Checklist

Frequently Asked Questions

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