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Refund Transfer: Seamlessly Land More Clients

Offer the convenience of deferred payment with our Refund Transfer service, allowing taxpayers to cover their tax preparation fees using their refund.

Fully compatible with your favorite tax software
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ATX Tax Software logo - Refundo partner
OLT Pro tax software logo - Refundo partner
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Disbursement

Introducing Our Disbursement and Check Cashing

Icon indicating an instant transfer - refund transfer process
Direct Deposit

Issue funds securely to your clients’ bank accounts.

Print check icon indicating the disbursement method for refund transfer
Check
Print check right from your tax office.
Debit card icon indicating how taxpayers can load funds securely onto a pre-paid card.
Prepaid Debit Card

Load funds securely onto a pre-paid card.

More Payment Options Means More Opportunities to Earn

Offering ‘pay-by-refund’ means converting taxpayers who can’t pay upfront into an opportunity. Instead of seeing them walk, you’ll do the work upfront and get paid when they get their refund.

Just imagine the possibilities…

Benefit 1: Refund transfer deliver high value (no upfront payment) and next-level convenience for taxpayers filing now. Position refund transfer as a way to ensure you never leave business on the table.

Benefit 2: Offering pay-by-refund is a simple and direct way to add additional markets into your tax business marketing strategy. With Refundo, you’re no longer limited to clientele who prefer to pay upfront. A larger possible clientele means more possibilities for sales!

Benefit 3: A good refund transfer strategy calls for effective messaging – this will work to increase referrals and word of mouth engagement. It appeals massively due to the the value it offers to taxpayers, especially in lower income communities. Utilize this to get the best from both worlds.

Access our weekly deposit report in our Dashboard and quickly see where you stand
Sample of instant funding for all tax pros using our platform

Enjoy Instant Funding With Refund Transfer

Transfer your fees directly to your bank account as soon as collected, ensuring quick payment.

Fully-Compatible With Any Tax Software

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.

We provide all the resources you’ll need to properly enroll with your tax software. Constantly collaborating with our software partners, we create tools that maximize efficiency, never settling for ‘good enough’.

Refundo is compatible with all the leading tax software providers
Pre-Ack Starts on January 2, and we're here to help with all your tax pro needs.
Starting Jan 2nd

We begin processing refund transfer and advances. Get ready to hit the ground running!

Enjoy refund transfer hassle free for just $44.95!
Low Fee of $44.95

Enjoy refund transfer hassle free for just $44.95!

How it works

How does Refundo's Refund Transfer Work?

Icon indicating how the taxpayer visits your tax office to file their tax return.

The taxpayer visits your tax office to file their tax return.

1. Visit Office
The taxpayer provides their W-2 form as part of the tax return filing process.

The taxpayer provides their W-2 form as part of the tax return filing process.

2. Provide W-2
An icon indicating the tax return is prepared using the provided information.

The tax return is prepared using the provided information.

3. Prepare Return
E-file icon indicating the tax return is e-filled with IRS and a request for a refund is indicated. 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.
4. E-file
Instant transfer to your account

After we deduct your fees, the remaining refund is transferred instantly to the taxpayer.

8. Instant Transfer

Feeds deducted icon

Tax preparation fees are deducted from the refund.

7. Fees Deducted

Icon indicating the IRS issues the refund, which is initially received by Refundo.

The IRS issues the refund, which is initially received by Refundo.

6. Refund Received

Icon indicating the IRS processes the tax return and the refund.

The IRS processes the tax return and the refund.

5. Refund Processing
Icon indicating The taxpayer receives the remainder of their refund, and is a happy customer!

The taxpayer receives the remainder of their refund, and is a happy customer!

9. Refund Remainder
Icon indicating how the taxpayer visits your tax office to file their tax return. 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.
1. Visit Office
The taxpayer provides their W-2 form as part of the tax return filing process. 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.
2. Provide W-2
An icon indicating the tax return is prepared using 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.
3. Prepare Return
E-file icon indicating the tax return is e-filled with IRS and a request for a refund is indicated. 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.
4. E-file
Icon indicating the IRS processes the tax return and the 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.

5. Refund Processing

Icon indicating the IRS issues the refund, which is initially received by Refundo. 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.

6. Refund Received

Feeds deducted icon 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.

7. Fees Deducted

Instant transfer to your account 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. Instant Transfer

Icon indicating The taxpayer receives the remainder of their refund, and is a happy customer! 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.
9. Refund Remainder

Video

Here’s How Refund Transfer Help Grow Your Office

Effective Marketing

Head-Turning Marketing Tactics + Strategies

Access our refund transfer digital post collection inside the Refundo Dashboard
Enter Our Marketing Library

Access and use our extensive marketing library of refund transfer posts for your social media efforts.

Attract customers with unique displays of your tax services
Leverage Unique Displays

Access our Dashboard and download our unique displays to help drive traffic to your tax office.

Access our blog for the latest ways to attract new customers and build your tax business
Tap-Into Proven Strategies

Contact our team for more in-depth strategies that are proven to grow your tax business and set the foundation for your success.

Content Calendar: Choose and share from over 100 refund transfer posts on your social media pages. Consistency throughout the year is key in building a relationship with your customers, and if you’re constantly sharing valuable insight, you’ll always remain memorable.

Refund Transfer Flow: Our flow focuses on a step by step process aimed to find and cultivate taxpayers in your community who prefer no upfront payment. We’ll help you identify who they are and get them through the door.

Proven Strategies: Look through our extensive library of strategies aimed to grow your tax business. We are constantly making updates and working with tax leaders to ensure you’re aware of the latest news affecting the tax industry.

Ready to grow your tax business?

Join the thousands of tax professionals who are already using our tools. Schedule a demo today!

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General support

For general queries, including partnership opportunities, please email:

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Technical or Account-Related Support
We’re here to help! If you have technical issues, please visit our Help Center

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