Close more clients with Refund Transfer
Payment Flexibility That Just Makes Sense
With Refund Transfers, your clients can pay for your tax preparation services directly from their refund instead of upfront. This gives them flexibility and removes the financial burden of paying out of pocket.
Receive immediate funding and secure quick payment by having your fees transferred directly to your bank account as soon as they're collected.
Offering financial products like Refund Transfer sets your tax business apart from competitors who may not provide similar services. It positions you as a full-service option, meeting the specific needs of your community.
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We begin processing refund transfers and advances. Get ready to hit the ground running!
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Enjoy Refund Transfer hassle free for just $44.95!
Disbursement options
Frequently Asked Questions
A refund transfer is a financial service that allows tax preparation fees to be deducted directly from a client's tax refund. The remaining balance is then transferred to the client via check, direct deposit, or a prepaid card.
It benefits the client by providing a convenient way to pay for tax services without upfront costs. This is especially useful for clients who may not have the funds available at the time of filing or prefer the ease of having fees automatically deducted.
The fee for refund transfers is $44.95. It’s important for tax professionals to clearly communicate these fees to clients to ensure transparency.
The processing time for a refund transfer usually depends on the IRS's refund processing schedule. Once the IRS releases the refund, the transfer can be processed and made available to the client within a few days.
Yes, refund transfers are safe and secure. Refundo uses encrypted systems to handle sensitive information and comply with federal regulations to protect client data throughout the transaction process.
Tax professionals can partner with Refundo by registering for the service, integrating it with their tax preparation software, and training staff on the new system and compliance requirements.
