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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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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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Facts Only by Refundo Episode 14

Jesse Arroyave on Feb 01, 2016

Check out our latest video of #faxonly (facts only) by Refundo to find out the latest industry news and information about your tax refund!

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Facts Only by Refundo Episode 12

Jesse Arroyave on Jan 28, 2016

Check out our latest video of #faxonly (facts only) by Refundo.

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Facts Only by Refundo Episode 11

Jesse Arroyave on Jan 27, 2016

We hope you enjoy our latest episode of #faxonly (facts only) by Refundo!

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Stay Up To Date With Our New Video Series

Daphne Veras on Jan 13, 2016

Introducing our new series #faxonly (facts only) where we will share updates, news and a little bit of industry gossip. Enjoy :-)

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The Shocking Truth about Refund Advances

Jesse Arroyave on Apr 01, 2015

As we enter the final part of tax season, it’s no surprise that we reflect on what worked and what didn’t. “We could’ve implemented this” or “next year we shouldn’t do that” or even “glad that’s over” are typical expressions. Sighs of relief smack us right in the face because god knows we’ll get it right next year. In other words hindsight is 20-20. Right?

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A Tax Pro Guide to Tax Refund Bank Products [Infographic]

Daphne Veras on Dec 19, 2014

Retaining 100% of its clients is every small business dream. As a tax professional, with only 3 months to make most of your revenue, you have your work cut out for you when it comes to client retention. And of course having minimal interaction with clients during the year does not make it any easier.

Simply providing basic tax preparation services is no longer sufficient. As competitors enter your market, it’s crucial that you are the most innovative tax professional on your block and that you never have to turn away clients for not having enough money to pay for your services upfront.

Fortunately, we are here to help. We’ve created an infographic to give you a snapshot of how tax refund bank products work and the benefits of offering them in your office for you and your clients. 

 

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IRS Loses Appeal: Loving V IRS Case Update

Daphne Veras on 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.

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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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