Get paid the easy way
Let clients pay for their
tax preparation with their refund.
Refundo NOW advances up to $9,500
Give taxpayers another reason to visit your tax office. With refund delays expected again this year, a NOW advance can help your clients until their refund arrives.
Taxpayer advances up to $9,500
Give taxpayers another reason to visit your tax office. With refund delays expected again this year, a NOW advance can help your clients until their refund arrives.
The toolkit for tax pros
We’ve created these tools to help you grow your tax business
Refund Transfers
Refund transfers allow taxpayers to pay your prep fees with their refund, so you never leave money on the table. In fact, payment options like this are becoming more popular due to a company’s focus on instant gratification. With refund transfers, taxpayers get the gratification of filing even if they can’t pay upfront, and don’t spread themselves too thin, if they have other debt or living expenses.
Connect Mobile Tax App
Connect is a customizable mobile app for your tax business. Add your office color, branding, and logo within minutes, and start offering a convenient way to file your taxes. Surprisingly, that’s not even the best part. Watch how you can import your client’s tax info directly into your tax software with just one click.
Audit Protection
Audit Protection doesn’t seem like a necessity until your client is holding an IRS letter in their hands…then it’s all you wish for. At Refundo, we removed the hassle out of audit assistance and made it user-friendly, efficient, and best of all, rewarding. In fact, we’ve even lowered the price to give you the opportunity to make additional revenue for your tax office.
WORKS WITH THE LEADING TAX SOFTWARE
Refundo Dashboard
Our Dashboard is at the core of everything we do and here’s how it all comes together
Simple yet powerful
The intuitive interface allows you to be more productive and saves you time during tax season. Above all, it provides you a fast and secure way to offer your clients all of Refundo’s products.
Our Dashboard is 10 years in the making and continuously getting better.
Security
Keep your account secure using 2FA (two-factor authentication). The Refundo Dashboard works with your favorite 2FA apps to keep hackers out.
Powerful Reporting
Our report tools allow you to categorize, personalize and analyze all of your data quickly. Consequently, allowing you to get a real-time view of your office stats.
Supplies
Order posters, marketing kits, and check stock for all of your offices. With our mailing services, we send your clients postcards on your behalf.
Teams
Add multiple users from your team to your Refundo Dashboard account while keeping control of their access level.
Payments
If your client prefers to pay you upfront, Dashboard allows you to accept credit card payments via Stripe.
Check Printing
Printing your clients’ refund checks in your office has never been easier. Supports bulk check printing.
Our mobile app connects you to the Refundo Dashboard from anywhere
Features
Daily Notifications
Receive daily push notifications indicating the clients that have funded. Easily run a Daily Deposits Report with one tap.
Security
Dash goes beyond the password to protect you and your clients. We support Face ID, Touch ID, 1Password and 2FA.
Reports
Review and customize your reports on the fly. You can export the PDF files to any supported app on your phone.
Client Status
Review the status of your clients refund transfers, NOW advances and audit progress, so you’re always in the loop.
Daily Notifications
Receive daily push notifications indicating the clients that have funded. Easily run a Daily Deposits Report with one tap.
Security
Dash goes beyond the password to protect you and your clients. We support Face ID, Touch ID, 1Password and 2FA.
Reports
Review and customize your reports on the fly. You can export the PDF files to any supported app on your phone.
Client Status
Review the status of your clients refund transfers, NOW advances and audit progress. Dash keeps you in the loop.
Ready to take it to the next level?
Create your free account in minutes and join the thousands of businesses using Refundo.