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Service Bureau

The simplified
solutions for all service bureaus

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

Service Bureau Solutions For Tax Businesses
Service Bureau Solutions For Tax Businesses

Works with the leading tax software

Service Bureau Overview

Insights into office performance

Quickly reference your office performance and get detailed information into what you’re doing well and where you can improve.

Service Bureau detailed reports

Gather specific information into each of your sub offices, and instantly identify how they’re performing and how to best serve them.

Service Bureau detailed reports
Service Bureau Fee Split

Control your fee split

Easily adjust your sub offices fee split either with a percentage or dollar amount. Doing so, will allow you to have more control over your sub offices.

Order Supplies For Your Sub Offices

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

Service Bureau Order Supplies
Service Bureau Fee Setup

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.

Ready to get started?

Schedule a demo today and join the thousands of tax pros using our tools to effectively grow their tax businesses.

General Support

For general queries, including partnership opportunities, please email: support@refundo.com

Technical or account support

We’re here to help! If you have technical issues, Help Center ->

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Stimulus Update: Extremely long wait times if you call us

Our office has limited hours and limited personnel temporarily, and we’re experiencing very high call volumes. Skip the wait by checking the status of your Stimulus Payment using our "Where's My Stimulus?" link below or using our Live Chat feature at the bottom right-hand side of the page. As of today, all direct deposits have been posted and to your account and should receive your funds by 01/04/2021 by 6 pm ET. If the IRS Get My Payment indicates a deposit of 01/04/2021, and you are expecting a check, you should be receiving your check by 01/08/2021.