DASHBOARD

Bank products made easy

Bank product software that is smart, powerful and stunningly simple.

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NOW BY REFUNDO

NOW

A consumer-friendly refund advance and RAL alternative that gives you a competitive edge in your market.

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AUDIT PROS

A smarter audit assist program

Protect your clients and your time in the event of an IRS audit.

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Connect

A mobile app built for your tax office

Reach more taxpayers with your own mobile app.

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FEATURES

Innovative features that will help you grow

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Save Your Clients Money

Choose the check stock that fits your office needs with CheckSelect. We partner with leading financial institutions so your customers can cash their tax refund checks for $8 or less nationwide.

As part of our CheckSelect program, we currently have BB&T, Capital One, Bank of the West, BBVA Compass and Walmart as options.

Save Time at Filing

Refundo is now fully integrated with the leading professional tax software. With a few clicks, you can start a bank app right from within your tax preparation software.

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Better Customer Relationships

With extended phone support hours during tax season and our 24/7 online support center, serving your clients becomes easy and efficient.

Expand Your Revenue

Start accepting credit card payments in your office with Plastic Pay. No set-up fees, monthly fees, and one low-flat rate, 2.9% + 30¢ per successful charge.

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experiences

Why tax pros love refundo

Last year alone, I saved over $20,000. Customer service is great and exceptional. Refundo is the real deal.
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Pascal Zambili ShekSoft
The Refundo dashboard is great and very easy to use. I recently made the switch to Refundo and I couldn't be happier. My account manager is always there when I need him.
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Miguel G. Salazar Latino Tax & Express Services
Refundo has been a very important piece in helping our business grow and operate. Do you Refundo?
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Jose Carrera TaxPro 305
Versatility

Software Integration

Don’t see yours? Don’t worry, we integrate with all tax software including
ATX, ProSeries, Tax Act, TaxWise and more.
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Start Collecting Payments Today Experience a better way to process tax-related bank products. GET STARTED