Refundo Dashboard

Our Dashboard has everything your tax office needs to succeed

Our Dashboard keeps track of your team, security, and reporting to help
you make smart decisions about your business.

Works with the leading tax software

Learn how it all comes

Get powerful insights
about your office

Our report tools allow you to categorize, personalize, and analyze all of your data quickly. Consequently, allowing you to get a real-time view of your office stats.

Keep your account

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

Control your teams
access level

Add multiple users from your team to your Refundo Dashboard account while keeping control of their access level.

This way, you’re able to keep certain aspects of your business private.

Process payments
and check printing

Our Dashboard allows you to accept credit card payments, and print checks right in your office. We also support bulk check printing.

Connect to the
Refundo Dashboard
from anywhere

With the Dash mobile app, you can review and customize your reports on the go, and receive daily notifications indicating the clients that have funded.

Learn how it all comes

Our mobile app connects you to the Refundo
Dashboard from anywhere

Ready to get started?

Schedule a demo today and join the thousands of tax pros using our tools to effectively grow their tax businesses.

General Support

For general queries, including partnership opportunities, please email:

Technical or account support

We’re here to help! If you have technical issues, Help Center ->

Help us get to know you.


COVID-19 Update: Extremely long wait times if you call us

Our office has limited hours and limited personnel temporarily, and we’re experiencing very high call volumes. Skip the wait by checking the status of your Stimulus Payment using our "Where's My Stimulus?" link below or using our Live Chat feature at the bottom right-hand side of the page. As of today, all direct deposits have been posted to your account and checks have been mailed. If the IRS Get My Payment indicates a deposit of 4/15, you should be receiving your check by 4/23. If it indicates a date of 4/22, you should be receiving your check by 4/24.