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Top 10 Reasons Why Tax Pros Choose Refundo

Top 10 Reasons Why Tax Professionals Choose Refundo

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.  

At Refundo, we live and breathe innovation and ingenuity. Our goal is to make sure you always have access to cutting-edge technology and useful tools to help you improve your business and increase your sales. So we are constantly looking for ways to improve our software based on your feedback and what we think will make those long tax-season-days shorter.

Here are the top ten reasons why every season more and more tax professionals make the switch to Refundo.

1. Save your clients Money

Choose the check stock that fits your office needs with CheckSelect. Offer your clients their refund on check stock from BBVA Compass, BB&T, Bank of the West, or Capital One, which they can cash at thousands of branches and locations (including Walmart) nationwide for $8 or less... and they will love you for it.

2. More Options

In addition to CheckSelect, we offer Direct2Cash. A paperless payment option your clients can use to pick up their NOW advance or tax refund without a check or card at any Walmart location. And best of all, there is no additional cost for tax professionals or taxpayers that use Refundo.

3. Works with your tax software

Refundo works seamlessly with your favorite tax software by allowing you to start a bank application right from within your tax preparation software via integration. And if your software is not fully integrated, no worries, Refundo's extraction tool pre-fills your bank application automatically, saving you time and money.

4. Added Value

In our quest to stay innovative, every season we introduce new products that are not only valuable to you, the tax professional, but also to your client, the taxpayer. Our audit assistance program, Audit Pros, allows you to make additional revenue while helping you protect your clients and your time in the event of an IRS audit.

Our NOW refund advance helps you attract new clients and increases customer loyalty while helping taxpayers make ends meet until they receive their refund.

And our latest addition, the Connect mobile app, grows your tax practice by helping you acquire clients from non-traditional channels and combines the convenience of DIY with the expertise of professional tax preparation.

5. Transform the way you work

With the Refundo Dashboard, you can easily access your office information anytime - day or night - and get a real-time view of your refund processing business, print checks, or just to watch your money grow :-)

6. Manage your office on the go

Dashboard is also available via mobile with Dash. All of the power of Dashboard squashed into your smartphone screen, so you can monitor your business on the go. Available on the App Store and Google Play.

7. Get paid faster

Tired of waiting until the end of the month or season to get paid for processing refunds? Refundo sends you your fees electronically as soon as we receive your client’s tax refund.

8. Bank-level security

We take security and customer information very seriously. You’ll find nothing here but industry-standard security including SSL, AES-256 bit encryption, proprietary hashing, and more.

9. Multi-office support

Refundo supports service bureaus and multi-site locations. Our advanced technology allows us to meet high volume and multi-site offices all across the country.

10. Expand your revenue

Accept credit card payments instantly. We've partnered with Stripe to process credit card payments instantly through the Refundo Dashboard. Learn more about it here.

What’s the next big thing? Join our conversation on social media using #taxprotalk and tell us what would make Refundo a must-have for every tax preparer during tax season.


Editor's Note: This post was originally published in February 2014 and has been completely revamped and updated for accuracy.


Topics: Tax Industry News, Tax Office Tips


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