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
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
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.
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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
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