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Refund Transfers: Seamlessly Land More Clients

Offer potential clients a refund advance to sell those that prefer to access their money now.
Fully compatible with your favorite tax software

Disbursement

Introducing Our Disbursement and Check Cashing

Direct Deposit
Funds are issued securely to your clients bank account.
Check
Print check right from your tax office.
Prepaid Debit Card
Funds are loaded securely into 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 transfers deliver high value (no upfront payment) and next-level convenience for taxpayers looking to file now. Position refund transfers 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 refund transfers, 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. Refund transfers have mass appeal because of the value it brings taxpayers, especially in lower income communities. Utilize this to get the best from both worlds.

Enjoy Instant Funding

We transfer your fees directly to your bank account as soon as we collect them so you can get paid as quickly as possible.

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.
Through our refund transfer service, we provide all the resources you’ll need to properly enroll with your tax software. We’re constantly working with our software partners to create tools that maximize efficiency and speed because we’ll never settle for ‘good enough’.
Starting Jan 2nd
We begin processing refund transfers and advances. Get ready to hit the ground running!
Low Fee of $39.95
Enjoy refund transfers hassle free for just $39.95!

How it works

How do Refund Transfers Work?

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
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
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
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
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. 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.

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.

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.
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.
9. Refund Remainder
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
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
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
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
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.
9. Refund Remainder

Video

Here’s How Refund Transfers Help Grow Your Office

Marketing

Head-Turning Marketing Tactics + Strategies

Enter Our Marketing Library

Access our full marketing library of refund transfers posts, which you can use for your own social media efforts.

Leverage Unique Displays

Access our full marketing library of refund transfers posts, which you can use for your own social media efforts.

Tap-Into Proven Strategies

Access our full marketing library of refund transfers posts, which you can use for your own social media efforts.

Content Calendar: Choose from over 100 refund transfer posts to share 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 refund transfer 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.

Video

How to Market Refund Transfers Effectively

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Schedule a demo today and join thousands of professionals who use our tools to grow their tax businesses.
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