More Than Just Bank Products

Product Descriptions

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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.

  • Tax Marketing Mastery – Elevate every aspect of your tax business with Refundo's Tax Marketing Mastery! Merging cutting-edge tech with proven marketing strategies, we're more than your marketing team, we're your roadmap to success.

  • Connect: Virtual Tax Business – Expand your reach with Connect. Offer clients a secure, virtual document exchange, opening doors to wider opportunities. More than convenience—it's about strategic growth.

  • 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.
  • Tax Video Mastery – Boost your online presence with Refundo. Get custom scripts, record at your pace, then send it over for our expert editing.

  • Tax Marketing FB Group – Join our Free Tax Marketing Facebook® Group! Access proven strategies, resources, and weekly trainings. Collaborate with experts and elevate your tax business in a thriving community.

More Information

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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