Appeal to more clients with Refund Advances
Attract a broader client base by offering our Refund Advances service, a solution that provides immediate financial relief at the crucial time of tax filing.
Bring in more clients
Enhance client satisfaction and loyalty by offering immediate financial relief with same-day access to tax refunds. It’s an invaluable service for those who can’t afford to wait for traditional refund processing times.
Stay competitive with Refund Advances
With Refund Advances, you can compete with larger franchises and regain the market share you deserve. Big tax franchises use cash advances as the centerpiece of their marketing to attract people in all parts of the country through social media. With more taxpayers expecting this option, you can provide your clients with Refund Advances so you don’t risk losing business to a tax business that does.
Get high approval rates
By working together and following our guidelines, you’ll ensure every client is completely satisfied. Partnering with us means high approval rates for a refund advance, translating to more satisfied clients for your business. This helps in maintaining a high standard of service and also boosts your reputation as a reliable and client-centric tax professional. Now that’s a win, win.
Print checks right from your office
Print refund advance checks in your office for quick and convenient client pick-up. We’ve made it simple for tax pros to print refund advance checks directly from their office. As a result, tax pros can work with their clients even more efficiently.
How Refund Advances works
The process is simple and integrated right into your workflow.
Tax forms arrive
The taxpayer visits a tax office to file their tax return.
The taxpayer provides their W-2 form as part of the tax return filing.
The tax professional prepares the tax return with the provided information.
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
The IRS issues the tax refund to Refundo.
8. Refund Received
The IRS processes the tax return and the refund.
A check for the refund advance is printed for the taxpayer.
Refundo evaluates the tax return for a refund advance.
After Refundo deducts the advance and the tax prep fee, the remainder of the refund is provided to the taxpayer.
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
8. Refund Received
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
Refundo NOW® vs Others
Explore the taxpayer benefits when receiving a Refundo advance vs cash advances from others.
I
NOW®
Others
NOW®
Others
1 ERO approval for the Refundo program does not guarantee approval to offer the NOW Advance. Qualifications will apply. NOW Advance is an optional fixed-term loan offered by Evolve Bank & Trust, Member FDIC. The NOW Advance principal loan amount, applicable interest and any fees will be deducted from federal and state tax refund proceeds. NOW Advance is not an actual federal or state tax refund. Applying for a NOW Advance does not guarantee approval. Qualifications and restrictions apply and all applicants may not be eligible for NOW Advance. NOW Advance principal amounts offered are $500, 25%, 50% or 75% of the expected net tax refund amount, up to $9,500. NOW Advance loans have an APR of 28.38% based on a 45-day term. All NOW Advance loans have an origination fee. Refund Transfer fees may also apply. NOW Advance and PreAck NOW Advance may not be available with all tax software providers. NOW Advance are offered from mid January 2024 – Feb 28, 2024.
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.
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