Service Bureau

The simplified
solutions for all
service bureaus

The simplified solutions for all service bureaus

Refundo offers all of the service bureau solutions
you need to empower your business and engage
your customers.

Service Bureau

Service Bureau

The simplified
solutions for all
service bureaus

The simplified solutions for all service bureaus

Refundo offers all of the service bureau solutions you need to empower your business and engage your customers.

Fully compatible with your favorite tax software

Fully compatible with your favorite tax software

Insights into office performance

Quickly reference your office performance and get
detailed information into what you’re doing well and
where you can improve.

Insights into office performance

Quickly reference your office performance and get detailed information into what you’re doing well and where you can improve.

Service Bureau detailed
reports

Service Bureau detailed reports

Gather specific information into each of your sub offices, and instantly identify how they’re performing and how to best serve them.

Service Bureau detailed
reports

Service Bureau detailed
reports

Gather specific information into each of your sub offices, and instantly identify how they’re performing and how to best serve them.

Service Bureau detailed reports

Gather specific information into each of your sub offices,
and instantly identify how they’re performing and how to
best serve them.

Control your fee split

Easily adjust your sub offices fee split either with a
percentage or dollar amount. Doing so, will allow you
to have more control over your sub offices.

Control your fee split

Easily adjust your sub offices fee split either with a percentage or dollar amount. Doing so, will allow you to have more control over your sub offices.

Testimonials

But Don’t Take Our Word For It

Here’s what many tax pros are saying about Refundo

TaxStartup

“Refundo is efficient, powerful and easy to use. They have all the tools we need to grow our tax business.”

Bob Stevenson

Tax Business Owner

TaxStartup

“Refundo is efficient, powerful and easy to use. They have all the tools we need to grow our tax business.”

Bob Stevenson

Tax Business Owner

Testimonials

But Don’t Take Our Word For It

Here’s what many tax pros are saying about Refundo

TaxStartup

“Refundo is efficient, powerful and easy to use. They have all the tools we need to grow our tax business.”

Minda Lopez

Tax Business Owner

Testimonials

But Don't Take Our
Word For it

But Don’t Take Our
Word For It

But Don’t Take Our Word For It

Here’s what many tax pros are saying about Refundo
Here’s what many tax pros are saying about Refundo

Order Supplies For Your Sub Offices

Order Supplies For Your
Sub Offices

Streamline the process of ordering supplies by doing it for them. Doing so, will ensure your sub offices receive all the supplies they need on time and without any issues.

Order Supplies For Your Sub Offices

Order Supplies For Your
Sub Offices

Streamline the process of ordering supplies by doing it for them. Doing so, will ensure your sub offices receive all the supplies they need on time and without any issues.

Manage your service
bureau effectively

As a service bureau, you will have complete access to user permissions, your fee setup, and many other ways to effectively manage your business.

Manage your service
bureau effectively

As a service bureau, you will have complete access to user permissions, your fee setup, and many other ways to effectively manage your business.

Manage your service
bureau effectively

As a service bureau, you will have complete access to user permissions, your fee setup, and many other ways to effectively manage your business.

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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