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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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Why NOW?

Jesse Arroyave on Apr 21, 2015


In my previous post, we discussed the perception of refund advances, good and bad, and focused on how it can be improved. The good represented the options it gives consumers. The bad revealed itself in how it was being executed. Whether you’re constantly keeping track of industry news or catch the occasional Facebook link, the purpose of the series is to provide real examples and thoughtful insights, so that you can form your own opinion.

With that said, let's talk about how and why Refundo introduced the Refundo NOW advance program for consumers.

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Advent ERO's can now become HERO's

Daphne Veras on Aug 21, 2014


If you used Advent Financial in your tax preparation business for the 2014 season, we have great news for you! With Advent's detrimental exit from the tax related bank product business, you may now find yourself spending extra time looking for a new bank product provider that accommodates to your business needs.

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Top 10 Questions to Ask When Choosing a Bank Product Provider

Daphne Veras on Aug 13, 2014

As discussed in a previous blog post, bank product providers serve a vital function during tax season.

So how does today's tax preparer sort through the noise and find the right bank product provider for his/her business? Well, we've worked hard to assemble these top 10 questions to help you in your research. Your mission, should you choose to accept it, is to read this post!

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Announcing Card Payments for Tax Preparers

Daphne Veras on Feb 07, 2014

For anyone who's ever started a business will tell you, setting up a merchant account to accept credit card payments is a big pain. All the back and forth with the bank and the list of fees for this and that and the time... my goodness, the time that is wasted that could've been used to focus on sales and marketing. Well, we decided to change all that...

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Getting Ready for Tax Season.
Where Do I Start?

Emilio Jimenez on Nov 22, 2013

Tax Season will be here before you know it. We are all starting to prepare our offices by cleaning up and maybe rearranging the office furniture. But there is a lot more to keep in mind when it comes to preparing for tax season.

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It's Summer! You Know What That Means

Daphne Veras on Jun 27, 2013


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