Refundo®

Everything Your Tax Business Needs

Product Descriptions




Refundo logo

Welcome to Refundo! Our suite of tools and strategies isn't just about making your processes smoother—it's about redefining what modern tax business looks like. We simplify, amplify, and elevate every aspect of your operations. Join the thousands of tax pros who trust Refundo to unlock their true potential and lead in the tax industry.

  • Refund Transfers – Offer clients a pay-by-refund solution instead of a goodbye. With Refundo, you secure your payment and gain a committed customer.

  • All-in One Marketing – Done-for-you marketing system; website, lead capture, automated follow-ups. We handle the tech, you focus on growing clients.

  • Refund Advances* – Offer customers refund advances* up to $9,500, and help them access their tax refund the same day they file.

  • ERO Advances – Secure up to $100,000 ahead of tax season to amplify your operations, marketing, or tech. Quick to apply, and with hassle-free repayment options come tax time.

  • PTIN Pay – Transform payroll with PTIN Pay. Effortlessly pay your preparers using our streamlined dashboard. Custom settings, instant payouts, and insights in a snap. Compensating your team has never been smoother.


To sign up to provide bank products, sign in to the Drake Support website and select Account > Bank Application.

*An advance is a tax refund related loan.

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