Affordable pricing for tax solutions
Our pricing is really simple and has no hidden fees.
Refund Settlement
Make tax season easier for your clients with our Refund Settlement service. This option lets taxpayers cover their tax preparation fees using their refund, giving them the convenience of deferred payment.
Our Refund Settlement service comes with no setup fees, no delayed deposits, and no hidden costs.
Each additional refund transfer, whether federal or state, is only $10-$12.
We handle the collection of your fees and transfer them electronically to your bank account.
If you’re a franchise or service bureau, enjoy generous rebates when you partner with us.
$44.95
Per return
NOW Advances
Give your customers part of their tax refund the same day they file!
If your clients are in need of a quick advance, you can now confidently offer this option!
With our unique underwriting process, we can help even more clients get the funds they need right away. This means you can extend your tax preparation services to a wider audience.
And the best part? You can print the checks right in your office, making it quick and convenient for your clients to pick up their funds.
You can provide NOW advances up to $9,500 to your clients.
$75
Pre-ack
$50
Post-ack
HERO Advances
Refundo offers exclusive working capital loans tailored for tax offices. Whether you're upgrading equipment, covering payroll, or expanding, trust Refundo to fuel your growth.
Access up to $100k in working capital to help with marketing, office expansion, or new equipment.
Fast and simple application process.
Pay off your advance with convenient automatic deductions from your daily fee deposits during tax season so you focus on serving your clients.
When determining the figures for your tax office loan we focus on how you’ve performed in the past. This consists of how many clients you’ve had, your funding rate and average fees.
Up to
$100k
Payments
Process payment quickly and efficiently without any payment services equipment, monthly fees, or hidden fees.
Start accepting Visa, MasterCard, American Express and Discover for the same price.
Once you complete set up, transfers arrive in your bank account on a 2 business day.
Data stored on the device or transmitted is encrypted end-to-end.
Chargebacks incur a $15 fee, however, it’s refunded if the dispute results in your favor.
2.9%
+0.30¢
PTIN Pay
Distribute payroll, automate it, manage time reporting and take advantage of instant payouts with a few clicks. Managing your team just got a whole lot simpler!
Hassle-Free Payroll Management.
Flexible Payment Settings.
Live Reporting At Your Fingertips.
Instant Payouts For Happy Preparers.
Sieben
Get everything you need to safeguard sensitive information, defend your business against cyber-attacks, and establish a secure online environment—all under one roof.
Tools to become compliant with IRS and FTC requirements.
24/7 Antivirus protection, threat intelligence and vulnerability monitoring.
A comprehensive Written Information Security Plan with all required policy templates.
Security Awareness Training… and more!
$600
Per year & per device
*Discounts for multiple devices available.
Audit
Boost your tax office’s revenue while offering peace of mind to your clients. Strengthen client relationships by providing them with an extra layer of security, knowing that they’re covered in case of an audit.
We provide comprehensive audit assistance for up to three years from the time of filing.
Our audit support covers both federal and state returns.
This service not only protects your clients but also opens up a valuable opportunity to generate additional revenue for your business.
Clients can easily purchase this service via refund transfer, credit card, or ACH.
Service Bureau
Gather specific information into each of your sub offices, and instantly identify how they’re performing and how to best serve them.
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.
Quickly reference your office performance and get detailed information into what you’re doing well and where you can improve.
Have complete access to user permissions, your fee setup and many other ways to effectively manage your business.
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