Complete Services for Tax Professionals

Service Bureau tools for tax pros: Manage and grow your offices

Refundo offers all of the service bureau solutions you need to empower your business and engage your clients.

Here’s what our Service Bureau Dashboard Kit can do

Make moves with solid data and greater control

Insights into office performance

Quickly reference your office performance with detailed reports that show what’s working and where there’s room for improvement.

Access detailed insights into key performance metrics to understand your office’s strengths.

Pinpoint areas for growth and optimize your processes to enhance efficiency.

Use performance data to make informed, strategic decisions for your tax business.

Office performance metrics on funded fees, unfunded fees, and deposits for strategic decision-making.

Service Bureau deposit reports displaying monthly totals and detailed transactions.

Service Bureau detailed reports

Access in-depth analytics for each of your sub-offices to get a clear picture of their individual performance and ensure they’re operating at their full potential.

Drill down into specific data for each office to understand their individual progress and challenges.

Tailor your reports to focus on key metrics that matter most to your sub-offices’ success.

Use detailed reports to provide targeted support and improvements for each office’s unique needs.

Control your fee split

Easily adjust your sub-offices' fee split, either by percentage or dollar amount, giving you greater control over how each office operates.

Set fee splits by percentage or specific dollar amounts based on your preferences.

Customize fee structures to optimize revenue for each sub-office.

Gain more control and oversight by tailoring fee splits to match each office's performance.

Fee split adjustment interface for sub-offices, allowing percentage or dollar-based customizations.

Discover Even More

Order supplies within the Refundo Dashboard.

Order supplies for all your offices

Streamline the process of ordering supplies by doing it for them and ensure your offices receive all the supplies they need on time and without any issues.

Manage user permissions and roles from within the Refundo Dashboard.

Manage your Service Bureau effectively

As a service bureau, you will have complete access to user permissions, your fee setup and many other ways to effectively manage your business.

Get Started

Refundo arrow design signifying tax business growth

Download Our WISP Checklist

Our WISP checklist walks you through every required security measure and compliance requirement, ensuring your practice stays protected and penalty-free.

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Frequently Asked Questions

How can I use the detailed reports to improve my office performance?

Detailed reports provide insights into key performance metrics, allowing you to identify strengths and areas for improvement.

What information can I find in the Service Bureau Detailed Reports?

You can access in-depth analytics for each of your sub-offices, including individual performance data and key metrics. These reports help you understand each office's progress, challenges, and overall performance, enabling you to provide targeted support and implement necessary improvements.

How can I tailor fee splits to match each office's performance?

You can customize fee splits based on the performance and needs of each sub-office by setting percentages or specific dollar amounts. This flexibility allows you to align fee structures with the performance levels and financial contributions of each office, ensuring fair compensation and optimized revenue distribution.

How can the Service Bureau tools help me manage and support my sub-offices more effectively?

The Service Bureau tools allow you to track performance, adjust fee splits, and manage operations seamlessly. By using detailed analytics and customizable fee structures, you can provide targeted support, streamline processes, and ensure that each sub-office operates efficiently and meets its full potential.

Frequently asked questions about banking services for tax professionals.

Refundo is THE one-stop shop for all of your tax pro business needs. From banking products, to cybersecurity and marketing solutions, we are here to help you unlock your best tax season yet!

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