Attract a broader client base by offering a Refund Advance service, a solution that provides immediate financial relief at the crucial time of tax filing.
Let your clients access part of their tax refund the same-day, so they don’t have to wait. It’s perfect for those who can’t afford to wait!
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 cannot afford to wait for traditional refund processing times.
By working together and following our guidelines, you’ll ensure every client is completely satisfied.
Partnering with us ensures high approval rates for a refund advance, translating to more satisfied clients for your business. This not only helps in maintaining a high standard of service but also boosts your reputation as a reliable and client-centric tax professional.
Print refund advance checks in your office for quick and convenient client pick-up.
How it works
Meet the simple process that’s integrated right into your workflow!
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.
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.
8. Refund Received
Taxpayer benefits when receiving a Refundo advance vs cash advances from 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 January 3, 2022 – Feb 28, 2022.
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