Our two cents on industry trends, community news, personal finance management and the latest projects Refundo's got in the works.

It's Trade show time at Refundo!

Posted by Daphne Veras

Jun 27, 2014

It’s official! The Refundo roadshow season starts on Monday.

Every summer we pack our bags and hit the road with the IRS Nationwide Tax Forums to connect with tax pros from all over the country and demo our new features.

This year will be no different. In fact, we enjoy these in-person events so much that we’ve decided to join the NATP conferences as well. Adding three additional shows to this year’s summer shows.

Read More

Topics: Refundo, IRS Tax Forums, tax professionals

Why You Shouldn't Miss The Refundo Webinar Series

Posted by Sharon Bennett

Jun 16, 2014

Hopefully your summer is off to a great start and you’re rewarding yourself for a busy and successful tax season. There’s nothing like eating your lunch not in front of a computer screen.

Once we caught our breath, the Refundo team got right back to work on thinking of ways to enrich and support EROs and spread knowledge throughout the industry. We kicked off our Refundo Webinar Series in April, and so far we’ve covered some pretty cool topics like “5 Mistakes that can Cost you Business” and “5 Ways to Keep Clients Engaged After Tax Season”. We’ve had an awesome response, so hopefully if you haven’t had a chance to join us yet, you will do so very soon.

Read More

Topics: Loans, Refundo, webinar

What are Tax Refund Bank Products?

Posted by Michael De Senna

Jun 10, 2014


This post is intended for the tax preparer, regardless of experience, who is interested in learning more about “tax refund bank products,” or “bank products” for short. To understand bank products, it’s helpful to understand what happens at the tax office.

When engaging a new client, a tax preparer will typically ask for upfront payment and, in rare cases, a tax preparer may decide to assume a credit risk by preparing the taxes anyway and collecting payment at a later date. Simply put, a bank product is a third option which allows a tax preparer to collect payment from a taxpayer’s refund with the assistance of a trusted financial services provider.

Read More

Topics: Refundo, ERO, taxes, tax professionals

THE REFUNDO WEBINAR SERIES CONTINUES

Posted by Sharon Bennett

Apr 17, 2014

Congratulations on wrapping up another successful tax season! It’s time to start planning some fun ways to reward yourself for all your hard work!

Of course, even as you daydream about fun in the sun and much needed rest and relaxation, you’ll also need to prepare for an even best season next year. Refundo is dedicated to helping you with that, so we’re hosting the Refundo Webinar Series for Tax Professionals,where we present 20-minute interactive webinars, aimed at helping you stay informed and grow your business.

We kicked off the series on April 9 with “5 Ways to Keep Your Clients Engaged After Tax Season”. Our expert guest speaker was Emilio Jimenez, our colleague and former owner of a successful tax prep chain. Emilio shared with us his best practices for maintaining customer loyalty and keeping your clients’ attention once tax season’s over. If you missed the webinar, don’t worry! We recorded it for you. Here's the link!

Read More

Topics: latino tax pro, webinar, tax training, tax education

Refundo Now Offers LendUp Loans in Mississippi

Posted by Michael De Senna

Apr 11, 2014

Do you live in Mississippi? Are your customers stuck in a never-ending payday loan cycle?

If so, we have good news for you!

Read More

Topics: Loans, Refundo, ERO, tax preparer, 1:1 fund, lendup

Introducing the 2014 Webinar Series
for Tax Professionals

Posted by Sharon Bennett

Apr 01, 2014

Tax Season is almost over. Take a moment. Catch your breath. But don’t get too comfortable.

Soon it will be time to make preparations for an even busier, more successful tax season to come. And if you want to be ahead of the game, it’s best to start early.

Read More

Topics: Refundo, ERO, tax preparer, tax season, tax professionals, webinar, series

3 Financial Mistakes You Don’t Know
You Are Making

Posted by Daphne Veras

Feb 27, 2014

This article was originally published on Manilla.com

What’s worse than making a mistake?

Easy. Making a mistake that you don’t know about.

It’s dressing inappropriately for a job interview. It’s looking extremely orange on pictures from the excessive use of fake tanner. Or the inappropriate use of the terms their, there, and they’re on your public social media posts.

Read More

Topics: Credit History, Credit Cards, Debt, Personal Finance, mobile banking, banking, refundo mobile app

6 Simple Tips for Budgeting
(Even if You Suck at It)

Posted by Daphne Veras

Feb 20, 2014

Guest post by Anna Cadwallader, Manilla.com

This article was originally published on Manilla.com

Overspending happens easily. We’ve all had that moment where we’ve looked at our most recent purchases and been a bit surprised by our overzealous credit card swiping. That’s why it’s important to create a budget to maximize saving and to take control of your finances.

Read More

Topics: Personal Finance, budget, saving, budgeting, overspending

IRS Loses Appeal: Loving V IRS Case Update

Posted by Daphne Veras

Feb 11, 2014

In response to the September 2013 IRS appeal, the U.S. Court of Appeals ruled today that the agency has no authority to require tax return preparers to pass competency exams, pay annual fees and complete at least 15 hours of continuing education courses each year.

Read More

Topics: Industry, Tax Updates, ERO, Tax, tax preparer, IRS

Top 10 Reasons Why EROs Choose Refundo

Posted by Daphne Veras

Feb 11, 2014

In today’s ever-changing, technology-driven world, people are always looking for the next big thing out there.

Hottest smartphone, latest software update, newest gadgets... anything that will help us become more efficient, help us manage our time better, and make our lives easier.  

Read More

Topics: Industry, Refundo, ERO, Tax, tax preparer, refund transfers, refund processor

SUBSCRIBE TO EMAIL UPDATES

CONNECT WITH US!