Say Hello to Refundo! 

A Unified Platform To Drive Your Tax Business Forward.

Offer competitive bank products and streamline operations, while protecting and growing your tax business with Refundo’s all-in-one platform.

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See the Variety of Products We Offer

Meet our powerful platform, a strategic partner, sophisticated software solution and office organizational tool rolled into one, Refundo bundles a bevy of products to propel your tax services forward.

Banking Services
Refund Transfers
Refund Transfer Service: Pay tax preparation fees with your refund.

Offer your taxpayers the ability to cover your tax preparation fees using their refunds. Our deferred payment option is convenient and allows you more opportunities to earn.

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NOW Advance
NOW Advance: Same-day refund advance service for faster tax refunds.

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

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ERO Advances
ERO Advance: Strategic funding to kickstart and grow your tax season services.

Refundo offers exclusive working capital loans tailored for tax offices. Whether you're upgrading equipment, covering payroll, or expanding, trust Refundo to fuel your growth.

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PTIN Pay
PTIN Pay: Automate payroll, manage time reporting, and enable instant payouts with ease.

Distribute payroll, automate it, manage time reporting and take advantage of instant payouts with a few clicks. Managing your team just got a whole lot simpler!

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Payments
Payments by Refundo: Fast, reliable payment processing with no hidden fees for tax professionals.

Refundo’s all-in-one platform also features a fast and reliable payment processor, specifically designed for tax pros who value no hidden fees and dependability.

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Operations Solutions
Sieben Cybersecurity
Sieben Cybersecurity: Protect your tax business against cybercriminals with advanced security solutions.

Safeguard your tax pro business against cybercriminals. Equip your business with comprehensive protection year-round for just a one-time annual payment of $600 per device.

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Connect
Connect: Upload tax documents and streamline your virtual tax business with accurate and efficient client returns.

Connect with clients and complete returns faster and more accurately—from anywhere! Take your tax business virtual and elevate your customer experience and improve retention.

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Audit Protection
Audit Protection: Safeguard client tax returns with support from seasoned tax professionals and Enrolled Agents

Leave the audits to us! Our team of seasoned tax pros and EAs will keep your client’s return safe, helping you build an outstanding reputation in the communities you serve.

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Growth Products
Refundo Academy
Refundo Academy: Expert guidance to build scalable systems in sales, marketing, and operations for tax professionals

Let Refundo’s world-class experts help you build proven and scalable systems focused on sales, marketing, and operations.

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Service Bureau
Service Bureau: Manage your tax preparers efficiently with tools and features in the Refundo Dashboard

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

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Refundo's Dashboard

Keep track of your team, stay on top of security, grow your business with custom marketing assets and report your progress all through our easy-to-use dashboard.

Refundo Dashboard: Track your team, manage security, and grow your tax business with custom tools and progress reports

Gain powerful insights

Utilize our reporting tools to categorize, personalize and analyze your data quickly so you can get a comprehensive, real-time view of your office stats.

Secure your account

Keep your account secure using 2FA (two-factor authentication). The Refundo Dashboard works with your favorite 2FA apps to keep hackers out!

Process payments and print checks

With the Refundo Dashboard, you can accept credit card payments and print checks right from your office. We even support bulk check printing.

Control your team’s access

Add multiple users from your team to your Refundo Dashboard account while keeping control of their access level so you can keep certain aspects of your business private.

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Refundo champions tax pros with accessible, affordable, and simple business solutions

What Makes Refundo Different

We champion the underdogs—the Dreamers striving to break the glass ceiling. We believe tax pros like you deserve banking products and business solutions that are accessible, affordable, and simple to use.

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20 years of expertise

With two decades of experience, we are recognized thought leaders in the tax industry, guiding professionals like you to success, with proven frameworks and solutions

Icon representing a community-driven approach for tax professionals' growth and collaboration.

Community-driven

Our approach is rooted in understanding and supporting the needs of tax professionals and their communities, fostering a strong, collaborative network of growth and success. We take your feedback seriously, allowing us to innovate and update in real-time—something our dated competitors can't match.

Icon symbolizing leadership in technology and innovation for tax professionals.

Leaders in Technology and Innovation

At Refundo, we pride ourselves on staying ahead of the curve. We are deeply connected with industry leaders, and influencers of growth, ensuring that we’re always in tune with the latest technology trends. Our commitment to innovation means we’re constantly updating and refining our solutions, providing you with cutting-edge tools that keep you competitive in an ever-evolving landscape.

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What Our Customers Say

PTIN Pay has been a huge time-saver for my tax business. I no longer stress about payroll; it's all automated, accurate, and quick. This tool is an absolute must for any tax office looking to streamline their processes.

Jessica R.

Tax Office Manager

ERO Advance has been a vital resource for my tax office. The quick funding allowed me to invest in new technology and marketing right before tax season. It’s been key in helping my business grow and compete!

Steven W.

Tax Business Owner

Offering NOW Advances to my clients has been a game changer. Many clients love getting their refund the same day—it’s given my business a competitive edge and improved client retention tremendously!

Paul S.

Tax Preparer

Refund Transfers make the entire payment process easy and convenient for my clients. They love being able to cover their tax prep fees through their refund, and I love how it simplifies my payment collection!

David L.

Tax Office Owner

Thanks to NOW Advances, I’ve been able to provide a faster and better service to my clients. The ability to print checks in my office makes it incredibly convenient, and my clients are thrilled with the quick turnaround!

Karen T.

Tax Professional

Before PTIN Pay, handling payroll used to take hours. Now, I set it and forget it. It's reliable, efficient, and gives me the freedom to focus on growing my business. Couldn't be happier!

Mark D.

Tax Professional

"I’ve been using Refund Transfers for two seasons now, and it’s been a hit with my clients. No upfront payments, no hassle—just fast, reliable service. It’s a big reason why they keep coming back!

Amy P.

Tax Preparer

Getting an ERO Advance was the best decision I made for my business this year. It gave me the financial flexibility to upgrade my office, hire extra staff, and focus on serving my clients without worrying about cash flow.

Natalie M.

Tax Professional

Tax professionals partnering with Refundo to grow their business
Ready to grow your tax business?
Schedule a demo today and join the thousands of tax professionals already using our tools.
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