Refundo Dashboard

Refundo Dashboard

Refundo Dashboard: Everything
Your Tax Office Needs to Thrive

Refundo Dashboard: Everything Your Tax Office Needs to Thrive

Keep track of your team, stay on top of security and report your progress all
through our easy-to-use dashboard.

Keep track of your team, stay on top of security and report your progress all through our easy-to-use dashboard.

Fully compatible with your favorite tax software

Fully compatible with your favorite tax software

Here’s How it All Comes Together

Here’s How it All Comes Together

Gain Powerful Insights

Utilize our reporting tools to categorize, personalize and analyze your data quickly so you can get a comprehensive, real-time view of your office stats.

Secure Your Account

Keep your account secure using 2FA (two-factor
authentication). The Refundo Dashboard works with
your favorite 2FA apps to keep hackers out!

Secure Your Account

Keep your account secure using 2FA (two-factor authentication). The Refundo Dashboard works with your favorite 2FA apps to keep hackers out!

Stay in Control of Your Team’s Access

Add multiple users from your team to your Refundo Dashboard account while keeping control of their access level so you can keep certain aspects of your business private.

Process Payments and Check Printing

With the Refundo Dashboard, you can accept credit card payments and print checks right from your office. We even also support bulk check printing!

Process Payments and Check Printing

With the Refundo Dashboard, you can accept credit
card payments and print checks right from your office.
We even also support bulk check printing!

Work here, there, and everywhere

Connect to the Refundo Dashboard
From Anywhere

Connect to the Refundo Dashboard From Anywhere

Connects you to the Refundo Dashboard from anywhere

Review and customize your reports on-the-go and receive daily, client-related notifications from the Dash Mobile app.

The Dash Mobile App

Connects you to the Refundo Dashboard
from anywhere

Connect to the Refundo Dashboard from anywhere

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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