Refund Transfers

Refund Transfers

Refund Transfers: Seamlessly Land
More Clients

Refund Transfers: Seamlessly Land More Clients

Appeal to taxpayers who prefer to pay after their

refund, rather than upfront.

Refund Transfers

Refund Transfers: Seamlessly Land
More Clients

Refund Transfers: Seamlessly Land More Clients

Appeal to taxpayers who prefer to pay after their refund, rather than upfront.

Fully compatible with your favorite tax software

Fully compatible with your favorite tax software

Disbursement

Introducing Our Disbursement and Check Cashing

Direct Deposit

Funds are issued securely to your clients
bank account.

Direct Deposit

Funds are issued securely to your clients bank account.

Check

Print check right from your tax office.

Prepaid Debit Card

Funds are loaded securely into a pre-paid
card.

Prepaid Debit Card

Funds are loaded securely into a pre-paid card.

Disbursement

Introducing Our Disbursement and
Check Cashing

Direct Deposit

Funds are issued securely to your clients
bank account.

Direct Deposit

Funds are issued securely to your clients bank account.

Check

Print check right from your tax office.

Prepaid Debit Card

Funds are loaded securely into a pre-paid
card.

Prepaid Debit Card

Funds are loaded securely into a pre-paid card.

More Payment Options Means More Opportunities to Earn​

More Payment Options
Means More Opportunities to
Earn​

Offering ‘pay-by-refund’ means converting taxpayers who can’t pay upfront into an opportunity. Instead of
seeing them walk, you’ll do the work upfront and get paid when they get their refund.

Just imagine the possibilities…

Benefit 1: Refund transfers deliver high value (no upfront payment) and next-level convenience for taxpayers looking to file now. Position refund transfers as a way to ensure you never leave business on the table.

Benefit 2: Offering pay-by-refund is a simple and direct way to add additional markets into your tax business marketing strategy. With refund transfers, you’re no longer limited to clientele who prefer to pay upfront. A larger possible clientele means more possibilities for sales!

Benefit 3: A good refund transfer strategy calls for effective
messaging – this will work to increase referrals and word of mouth engagement. Refund transfers have mass appeal because of the value it brings taxpayers, especially in lower income communities. Utilize this to get the best from both worlds.

Enjoy Instant Funding

We transfer your fees directly to your bank account as soon as we collect them so you can get paid as quickly as possible.

 

Enjoy Instant Funding

We transfer your fees directly to your bank account as
soon as we collect them so you can get paid as quickly as possible.

Fully-Compatible With Any Tax Software

Refundo works seamlessly with your favorite leading  tax software. Plus, all of our technology is built in-house so we can create the customized, lightning- fast solutions you need.

Through our refund transfer service, we provide all the resources
you’ll need to properly enroll with your tax software. We’re
constantly working with our software partners to create tools that
maximize efficiency and speed because we’ll never settle for ‘good
enough’.

Starting Jan 2nd

We begin processing refund transfers and advances. Get ready to hit the ground running!

Low Fee of $39.95

Enjoy refund transfers hassle free for just $39.95!

How it works

Here’s How Refund Transfers Work

Video

Here’s How Refund Transfers Help Grow Your Office

Marketing

Head-Turning Marketing Tactics + Strategies

Enter Our Marketing Library

Access our full marketing library of refund transfers posts, which you can use for your own social media efforts.

Leverage Unique Displays

Take advantage of our unique marketing imagery and personalized postcards to stand out from your competitors.

Tap-Into Proven Strategies

Access our 2021 content strategy in our blog or reach out to us for intimate 1-on-1 marketing assistance.

Content Calendar: Choose from over 100 refund transfer posts to share on your social media pages. Consistency throughout the year is key in building a relationship with your customers, and if you’re constantly sharing valuable insight, you’ll always remain memorable.

Refund Transfer Flow: Our refund transfer flow focuses on a step by step process aimed to find and cultivate taxpayers in your community who prefer no upfront payment. We’ll help you identify who they are and get them through the door.

Proven Strategies: Look through our extensive library of strategies aimed to grow your tax business. We are constantly making updates and working with tax leaders to ensure you’re aware of the latest news affecting the tax industry.

Video

How to Market Refund Transfers Effectively

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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