Getting Set Up
1. Contact RushTax
Login at rushtax.com. Please speak with your representative for your login ID and password.
The company's administrator must log in. Click above the user's name, and select Settings.
In the Company Info tab, find the 'Bank Products' section. Select Refundo as your bank product provider. Enter the routing and account number where you would like to receive your fees. When you're finished filling out the Company Info tab, click Save.
Next, you will see the Refundo tab. Be sure to select '2016', then fill in Refundo's application. Remember that the office owner is usually the EFIN owner.
After you've chosen your check stock and have answered the security questions, be sure to open and review the Refundo ERO Agreement.
Click Enroll after answering all questions.
After a successful enrollment, your application status will be shown as 'Accepted'. At this point, you must visit the Refundo Dashboard, to complete the compliance test.
RushTax will show you a Fees Tab after enrollment. Be sure year '2016' is selected. Here, you will see the ERO Add-On fees that you entered during enrollment. You will also be able to enter an Audit Pros Add-On fee in this tab. Note: These fees cannot be changed after submitting the first bank product.
Be sure to check your Bank Product Application status often. When the status changes from 'Accepted' to 'Approved', you will be able to start processing bank products for your clients.
2. Login to our Dashboard
Once approved, we will send you an approval email that will instruct you to login to our dashboard and complete the final steps.
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 check out all the additional products and services Refundo offers.
We’re here to help you, please contact us if you have questions.