Value proposition

Your Tax Business Trusted Partner

Refundo is the only minority-owned fintech banking partner in the tax industry that helps tax professionals serve the underbanked within our community.

We are committed to making the tax process more accessible and equitable by catering to the diverse needs of those in need of financial empowerment. We understand the industry challenges and leverage our technology and expertise to find creative solutions that drive growth and business innovation. Just ask any of our clients in over 5000 offices and 46 states.

Our financial technology is a software solution that helps tax professionals scale their business while assisting their clients. Refundo’s Dashboard competes with big tax services franchises by offering refund advance, refund transfer, audit protection, payments, and office startup products.

Ready to get started? Let’s connect at hello@refundo.com.

Bank Products, Tax Refund-Related Financial Products, Lending, Audit Assistance, Technology, Virtual Tax Preparation, Refund Advances, and Payment Processing