Affordable Pricing for Tax Solutions
Welcome to your new tax preparer tools
Our pricing is really simple and has no hidden fees.
Refund Transfer
Make tax season easier for your clients with our Refund Transfer service. This option lets taxpayers cover their tax preparation fees using their refund, giving them the convenience of deferred payment.
Our Refund Transfer service comes with no setup fees, no delayed deposits, and no hidden costs.
Each additional refund transfer, whether federal or state, is only $10-$12.
We handle the collection of your fees and transfer them electronically to your bank account.
If you’re a franchise or service bureau, enjoy generous rebates when you partner with us.
$44.95
per return
NOW Advances
Give your customers part of their tax refund the same day they file!
If your clients are in need of a quick advance, you can now confidently offer this option!
With our unique underwriting process, we can help even more clients get the funds they need right away. This means you can extend your tax preparation services to a wider audience.
And the best part? You can print the checks right in your office, making it quick and convenient for your clients to pick up their funds.
You can provide NOW advances up to $9,500 to your clients
$75
pre-ack
$50
post-ack
ERO Advances
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.
Access up to $100k in working capital to help with marketing, office expansion, or new equipment.
Fast and simple application process
Pay off your advance with convenient automatic deductions from your daily fee deposits during tax season so you focus on serving your clients.
When determining the figures for your tax office loan we focus on how you’ve performed in the past. This consists of how many clients you’ve had, your funding rate and average fees.
up to
$100k
Payments
Process payment quickly and efficiently without any payment services equipment, monthly fees, or hidden fees.
Start accepting Visa, MasterCard, American Express and Discover for the same price
Once you complete set up, transfers arrive in your bank account on a 2 business day
Data that is stored on the device or transmitted, is encrypted from end-to-end
Chargebacks incur a $15 fee, however, it’s refunded if the dispute results in your favor
2.9%
+0.30¢
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!
Hassle-Free Payroll Management
Flexible Payment Settings
Live Reporting At Your Fingertips
Instant Payouts For Happy Preparers
Sieben
Get everything you need to safeguard sensitive information, defend your business against cyber-attacks, and establish a secure online environment—all under one roof.
Tools to become compliant with IRS and FTC requirements
24/7 Antivirus protection, threat intelligence and vulnerability monitoring
A comprehensive Written Information Security Plan with all required policy templates
Security Awareness Training…and more!
$600
per year & per device
*Discounts for multiple devices available
Connect
Take your tax business virtual and provide a world-class service to your customers—wherever they are.
Personalize the app with your company’s logo, branding, colors, and messaging to make it truly yours.
With end-to-end encryption, all data stored and transmitted is fully secure.
The Connect mobile app enables you to reach clients worldwide, providing a seamless experience wherever they are.
Plus, you can chat with your clients anytime, offering quick and secure communication to address their questions and concerns.
$50
per month
Audit
Boost your tax office’s revenue while offering peace of mind to your clients. Strengthen client relationships by providing them with an extra layer of security, knowing that they’re covered in case of an audit.
We provide comprehensive audit assistance for up to three years from the time of filing.
Our audit support covers both federal and state returns.
This service not only protects your clients but also opens up a valuable opportunity to generate additional revenue for your business.
Clients can easily purchase this service via refund transfer, credit card, or ACH.
$44.95
per return
Refundo Academy
Refundo Academy is the complete business growth system for Tax Pros. Let Refundo’s world-class experts help you build repeatable and scalable growth in your tax business so that you can unlock your best tax season yet!
Refundo Academy Access - a comprehensive curriculum centered around sales, marketing and operations, filled with proven frameworks and strategies to help you grow your tax pro business to the next level.
All-in-one Marketing Dashboard - streamline and automate your marketing efforts, from SMS campaigns to social media scheduling, to hosting your website and managing your incoming leads, our dashboard is designed for the tax pro industry.
1:1 Marketing Ops Audit W/ Our Marketing Team - Get our marketing team to review your current marketing operations and provide you with custom tailored feedback that you can take to the bank! No fluff here!
Private Community For Tax Pros - Network and connect with peers, industry experts, movers and shakers, and your Refundo Growth team inside a private and state of the art mobile platform, designed around community and inspiration.
$297
per month
Service Bureau
Gather specific information into each of your sub offices, and instantly identify how they’re performing and how to best serve them.
Easily adjust your sub offices fee split either with a percentage or dollar amount. Doing so will allow you to have more control over your sub offices.
Quickly reference your office performance and get detailed information into what you’re doing well and where you can improve.
Have complete access to user permissions, your fee setup and many other ways to effectively manage your business.
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