



By partnering with Refundo, you get access to the best professional tax software at an unbelievable price.

By partnering with Refundo, you get access to the best professional tax software at an unbelievable price.

By partnering with Refundo, you get access to the best professional tax software at an unbelievable price.
Refundo was established to help taxpayers get their refunds faster without the junk fees. We've grown our commitment since, offering a complete suite of tax business tools to help tax professionals grow their business.
Since our inception in 2011 as the first minority-owned bank product provider in the tax industry, our mission has always been to be more than just a bank. In 2015, we introduced refund advances to the industry.
In 2016, we helped tax pros go virtual with our Connect mobile app, which proved invaluable during a pandemic. And most recently, we created a marketing program that offers tax pros a professional website, CRM, and ways to engage and acquire customers online.
Now, thanks to the help of our software partners, we're able to offer you the leading professional tax software bundled with Refundo for an incredible price. Join over 3,000 tax offices nationwide that trust Refundo to help them grow their business.


There is no catch and you don't have to have a minimum number of Bank Products either. We just ask that if you do offer Bank Products (refund advances or refund transfers), you process those with Refundo.

VIP Pricing
By partnering with Refundo, you get access to the best professional tax software at an unbelievable price.
Top-Rated Support
Our dedicated Customer Experience team ensures you receive the best support in the tax industry.


Business Growth
If your goal is business growth and efficiency, we have all the tools you need to accomplish just that.

There is no catch and you don't have to have a minimum number of Bank Products either. We just ask that if you do offer Bank Products (refund advances or refund transfers), you process those with Refundo.
There is no catch and you don't have to have a minimum number of Bank Products either. We just ask that if you do offer Bank Products (refund advances or refund transfers), you process those with Refundo.

Unlimited Federal and State Returns
Unlimited e-Filing
Calculate Results
All-State Packages
Compare Taxes Year To Year
Data conversion software
Drake E-Sign
Refundo Bank Products fully integrated



Unlimited Federal and State Returns
Unlimited e-Filing
Multiple input modes: interview-based and forms based
All-State Packages
Point-and-Shoot Error Correction
Remote Signature
Data conversion software
Refundo Bank Products fully integrated

Unlimited Federal and State Returns
Unlimited e-Filing
Cloud-Based (Access it anywhere)
State Packages
Data conversion software
Live Calculations
Diagnostics (Easily pinpoint errors and correct them)
Refundo Bank Products fully integrated



Cloud-based professional tax software
Access 1040 Online on any device with an internet connection so you can prepare returns from wherever your business takes you
Unlimited e-Filing
All-State Packages
Client Portal
Refundo Bank Products fully integrated
Digital Signature Available
Paperless Office
Compatible With IOS & Mac
We want to make sure you're set up as quickly as possible. The faster you get set up the more time you'll have to learn the software, attend trainings, and strategize for tax season.
You'll also get access to the Refundo Dashboard which is full of features to get you prepared for tax season.


Step 1
Choose the tax software you want to purchase above and complete the checkout process.

Step 2
Select an available time slot with our Customer Experience team members

Step 3
Attend live tax software training in preparation for tax season.

We are able to offer this special software pricing thanks to our software partners who allow us to buy in bulk and allow us to bundle their software with our products.
There is no catch. We just ask that if you offer Bank Products (refund advances or refund transfers), you process those with Refundo.
Yes, we offer a variety of products and services that are focused on helping tax professionals. Please visit our full-site at www.refundo.com
Our Customer Experience team handles the support for all of our products and services, including tax software support. We're constantly recognized for having amazing support.
Yes, we provide free marketing resources as well as an All-in-One marketing platform that helps you establish a professional online presence and reach more customers.
If you have already purchased CrossLink, Drake, TaxSlayer, or RushTax, you are already in good hands. Unfortunately, you won't be able to get the special Refundo pricing but you can still partner with Refundo for refund advances, refund transfers, marketing, etc.
We are able to offer this special software pricing thanks to our software partners who allow us to buy in bulk and allow us to bundle their software with our products.
There is no catch. We just ask that if you offer Bank Products (refund advances or refund transfers), you process those with Refundo.
Yes, we offer a variety of products and services that are focused on helping tax professionals. Please visit our full-site at www.refundo.com
Our Customer Experience team handles the support for all of our products and services, including tax software support. We're constantly recognized for having amazing support.
Yes, we provide free marketing resources as well as an All-in-One marketing platform that helps you establish a professional online presence and reach more customers.
If you have already purchased CrossLink, Drake, TaxSlayer, or RushTax, you are already in good hands. Unfortunately, you won't be able to get the special Refundo pricing but you can still partner with Refundo for refund advances, refund transfers, marketing, etc.
We are able to offer this special software pricing thanks to our software partners who allow us to buy in bulk and allow us to bundle their software with our products.
There is no catch. We just ask that if you offer Bank Products (refund advances or refund transfers), you process those with Refundo.
Yes, we offer a variety of products and services that are focused on helping tax professionals. Please visit our full-site at www.refundo.com
Our Customer Experience team handles the support for all of our products and services, including tax software support. We're constantly recognized for having amazing support.
Yes, we provide free marketing resources as well as an All-in-One marketing platform that helps you establish a professional online presence and reach more customers.
If you have already purchased CrossLink, Drake, TaxSlayer, or RushTax, you are already in good hands. Unfortunately, you won't be able to get the special Refundo pricing but you can still partner with Refundo for refund advances, refund transfers, marketing, etc.

If for any reason, you are not satisfied with the tax software, you can get a full refund anytime within 30 days after your purchase.
If you have any issues, just get in touch with our Customer Experience team and they'll either help you out until you get the results you need or give you a refund.

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