- Refundo's Refund Transfer
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
Disbursement
Introducing Our Disbursement and Check Cashing
Direct Deposit
Issue funds securely to your clients’ bank accounts.
Check
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.
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
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’.
Starting Jan 2nd
We begin processing refund transfer and advances. Get ready to hit the ground running!
Low Fee of $44.95
Enjoy refund transfer hassle free for just $44.95!
The taxpayer visits your tax office to file their tax return.
The taxpayer provides their W-2 form as part of the tax return filing process.
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.
After we deduct your fees, the remaining refund is transferred instantly to the taxpayer.
8. Instant Transfer
Tax preparation fees are deducted from the refund.
7. Fees Deducted
The IRS issues the refund, which is initially received by Refundo.
6. Refund Received
The IRS processes the tax return and the refund.
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.
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.
5. Refund Processing
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
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
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
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.
Video
Here’s How Refund Transfer Help Grow Your Office
Effective Marketing
Head-Turning Marketing Tactics + Strategies
Enter Our Marketing Library
Access and use our extensive marketing library of refund transfer posts for your social media efforts.
Leverage Unique Displays
Access our Dashboard and download our unique displays to help drive traffic to your tax office.
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!
General support
For general queries, including partnership opportunities, please email:
