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How A Business Loan Can Help Grow Your Tax Business

Roger Chinchilla on Jul 17, 2017

As an ERO (Electronic Return Originator) you have your fair share of challenges in operating your tax office paired with the fact that technology moves fast, your office is likely to fall behind sooner rather than later. Investing in new technology can quickly pay for itself and lead to wider profit margins overall, but the money for the upfront cost has to come from somewhere. 

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Top 2017 Season Bank App Rejects

Daphne Veras on Feb 23, 2017

If you are wondering why you don’t see your customer’s application on the Refundo Dashboard and you have received IRS acknowledgement, it may be due to a rejected bank app. This just means that you may have missed important taxpayer information.

We’ve put together a list of the most common rejects we are seeing this season to help you avoid them. When completing returns, pay close attention to the following and make sure they are completed properly.

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Top 10 Reasons Why EROs Choose Refundo

Daphne Veras on Dec 28, 2016

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.  

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Optimize Your Tax Business Marketing with Facebook Ads

Jesse Arroyave on Sep 30, 2016

Marketing can be overwhelming for many businesses, primarily because there are so many platforms to do it in. Still, I think there is one fundamental truth as it relates to marketing and your business, and it comes in the form of a question. Where is my client’s attention? It’s such an important observation, and unfortunately gets overlooked quite often.

Think about that question for a second. If you had no idea about marketing, where do you think you’d focus your attention?

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Connect: Learn How The Chat Feature Ties Everything Together

Jesse Arroyave on Sep 16, 2016

I hope the suspense from the last couple of posts have carried over to this one! Our goal is to help you fully understand the Connect mobile app functions and process. If you do have some questions please feel free to send us your comments or questions via our social media pages.

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Understanding How Connect Works Will Blow Your Mind

Jesse Arroyave on Aug 25, 2016

Assuming that you read my previous post, you’re probably really excited about the new Connect mobile app. We talked about how more and more people are using DIY tax filing mobile apps, how having your own mobile app helps improve your business, and why we decided to develop Connect. Now I’d like to dive deeper into how it works and why the Connect app would be an amazing addition to your tool belt.

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Announcing Connect: A New Mobile App for Your Tax Firm that Helps you Reach New Clients

Jesse Arroyave on Jul 29, 2016

It’s crazy to imagine how quickly tradeshows are taking effect, especially when you’re still catching your breath from tax season.

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Facts Only by Refundo Episode 25

Jesse Arroyave on Feb 16, 2016

Check out our latest episode of #faxonly by Refundo! This video helps provide a way to get your preparation fees a bit faster.

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Facts Only by Refundo Episode 24

Jesse Arroyave on Feb 15, 2016

We hope you had a great Presidents weekend, and as usual, we are in the office ready to answer any questions you may have!

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Get More Traffic During Tax Season! 5 Ideas That Really Work

Daphne Veras on Feb 12, 2016

With tax season finally here, and with Refundo in your arsenal, you already know this is going to be an incredible tax season. If you want to really put it over the top this year and make it one to remember, just follow these 5 simple steps to grow your business in a lasting way.

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