Refund Advances

Refund Advances

Appeal to More
Clients With
Refund Advances

Appeal to More
Clients With Refund Advances

Offer potential clients a refund advance to sell
those that prefer to access their money now.

Offer potential clients a refund advance
to sell those that prefer to access their
money now.

Refund Advances

Refund Advances

Appeal to More
Clients With
Refund Advances

Appeal to More
Clients With Refund Advances

Offer potential clients a refund advance to sell
those that prefer to access their money now.

Offer potential clients a refund advance
to sell those that prefer to access their
money now.

Fully compatible with your favorite tax software

Fully compatible with your favorite tax software

Bring In More Clients

Let your clients access their money same-day so they
don’t have to wait. It’s perfect for those who can’t
afford to wait!

Let your clients access their money same-day so they don’t have to wait. It’s perfect for those who can’t afford to wait!

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Bring In More Clients

Let your clients access their money same-day so they don’t have to wait. It’s perfect for those who can’t afford to wait!

Let your clients access their money same-day so they don’t have to wait. It’s perfect for those who can’t afford to wait!  

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Stay Competitive With Refund
Advances

Stay Competitive With Refund Advances

With Refund Advances, you can compete with larger
franchises and regain the market share you deserve.

With Refund Advances, you can compete with larger franchises and regain the market share you deserve.

With Refund Advances, you can compete with larger franchises and regain the market share you deserve.  

Big tax franchises use cash advances as the centerpiece of their marketing to attract people in all parts of the country through social media. As more taxpayers begin to expect the option, tax pros need to provide advances or risk losing business to a tax business that does.

Get High Approval Rates

By working together and following our guidelines, you’ll ensure
every client is completely satisfied.

By working together and following our guidelines, you’ll ensure every client is completely satisfied.

By working together and following our guidelines, you’ll ensure every client is completely satisfied.    

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Easily Print Checks Right
From Your Tax Office

Print refund advance checks in your office for quick
and convenient client pick-up.

Print refund advance checks in your office for quick and convenient client pick-up.

Print refund advance checks in your office for quick and convenient client pick-up.    

We’ve made it simple for tax pros to print refund advance checks directly from their office. As a result, tax pros can work with their clients that much more efficiently.

How it works

Here’s How Refund Advances Work

Taxpayer benefits when receiving a Refundo advance vs cash advances from others.

Taxpayer benefits when receiving a
Refundo advance vs cash advances
from others.

1 ERO approval for the Refundo program does not guarantee approval to offer the NOW Advance. Qualifications will apply. NOW Advance is an optional fixed-term loan offered by Evolve Bank & Trust, Member FDIC. The NOW Advance principal loan amount, applicable interest and any fees will be deducted from federal and state tax refund proceeds. NOW Advance is not an actual federal or state tax refund. Applying for a NOW Advance does not guarantee approval. Qualifications and restrictions apply and all applicants may not be eligible for NOW Advance. NOW Advance principal amounts offered are $500, 25%, 50% or 75% of the expected net tax refund amount, up to $9,500. NOW Advance loans have an APR of 28.38% based on a 45-day term. All NOW Advance loans have an origination fee. Refund Transfer fees may also apply. NOW Advances and PreAck NOW Advances may not be available with all tax software providers. NOW Advances are offered from January 3, 2022 – Feb 28, 2022.

Ask your tax preparer about other e-file options offered by the IRS. According to the IRS, using e-file is the best way to file an accurate return, and combining e-file with direct deposit is the fastest way to get your refund.

Marketing

Ensure Your Community Knows You're
Offering Cash Advances

Ensure Your Community Knows You're Offering Cash Advances

Marketing Library

Enroll in our dashboard to access our unique poster displays and downloadable assets that you can share on social media.

Digital Strategy

Access our 2021 content strategy and more tax resources on how to grow your tax business in our blog.

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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