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Drake

Getting Set Up

  • 1. Login or Setup a Drake account

    Login at eom.drakesoftware.com. Please speak with your account representative for your login and password.

    Go to the EOM - Enterprise ​Office ​Manager​ and enter your login credentials.​

    Go to Enrollment>Bank Application​.

    Select Refundo from the dropdown menu​.

    ​Complete form with your tax office information.

    Click on "Refundo ERO Agreement", review document, and select "Yes" or "No" to acknowledge all disclosures. Be sure to click the "save and finish later" button first before submitting application.

  • 2. Login to our Dashboard

    Once approved, we will send you an approval email that will instruct you to login to our dashboard to complete Compliance Training.

  • 3. Review

    Upon registration, you will be asked to review bank manual and complete compliance requirements.

  • 4. You're all set!

    You are good to go! Please confirm that the information we have in our system is correct and checkout all the additional products and services Refundo offers.

We’re here to help you, please contact us if you have questions.