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Refund Transfer ERO Advances NOW Advances PTIN Pay Payments

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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.

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Products

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

NOW Advances

Rise above your competition by offering same-day access to tax refunds. This invaluable service may be a lifeline for clients who can't afford to wait fortraditional processing times.

ERO Advances

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

PTIN Pay

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!

Payments

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.

Sieben

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

Connect

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

Audit Pros

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

Refundo Academy

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

Service Bureau

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

Dashboard

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

Resources

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