List of Refundo Customers
Elizabeth, 7208, NJ,
United States
Since 2010, our global team of researchers has been studying Refundo customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Refundo for Tax Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Refundo for Tax Management include: Drake Software, a United States based Professional Services organisation with 600 employees and revenues of $100.0 million, CrossLink Professional Tax Solutions (ex Petz Enterprises), a United States based Professional Services organisation with 100 employees and revenues of $20.0 million, Delux Tax Bookkeeping, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, Tax Pro South, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Refundo, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Refundo customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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CrossLink Professional Tax Solutions (ex Petz Enterprises) | Professional Services | 100 | $20M | United States | Refundo | Refundo | Tax Management | 2020 | n/a | In 2020, CrossLink Professional Tax Solutions implemented Refundo to extend client payment and refund capabilities. Refundo bank products were integrated with CrossLink 1040, enabling the firm and its affiliated tax offices in the United States to offer refund transfers and related bank products to clients. The implementation leveraged core Refundo modules for refund transfer processing, bank product provisioning, and advances as documented in Refundo partner listings, aligning with Tax Management functional workflows. Configuration focused on embedding consent capture, payment disbursement orchestration, and settlement tracking directly into tax-preparation workflows, consistent with Tax Management deployments. Operational coverage targeted front-office preparers and client payment processing across CrossLink-connected tax offices, with governance emphasizing enrollment procedures, reconciliation processes, and compliance controls. Rollout work embedded bank-product selection into filing and client checkout workflows to align operational procedures with Refundo settlement and compliance requirements. | |
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Delux Tax Bookkeeping | Professional Services | 10 | $1M | United States | Refundo | Refundo | Tax Management | 2023 | n/a | In 2023 Delux Tax Bookkeeping deployed Refundo as a Tax Management application embedded on its public website to support tax and bookkeeping operations. Refundo is used to manage client refund disbursements and related payment flows, implementing core Tax Management capabilities such as client-facing refund initiation, electronic disbursement processing, and reconciliation-ready transaction records. The deployment is cloud-hosted and surfaced through the firm website to support client payment and refund workflows. The implementation scope centers on tax and bookkeeping business functions across the small firm operations of Delux Tax Bookkeeping in the United States, with configuration aligned to client intake, authorization workflows, and refund settlement processes. Governance adjustments included formalizing web-based approval and transaction logging for refunds, and routing front-office refund requests into the Refundo payment lifecycle to create audit-ready records. Refundo serves as the primary Tax Management application for the company's client refund processing and reconciliation activities. | |
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Drake Software | Professional Services | 600 | $100M | United States | Refundo | Refundo | Tax Management | 2018 | n/a | In 2018, Drake Software integrated Refundo into its product ecosystem, deploying Refundo within its Tax Management offering. Drake Software lists Refundo as a supported bank-product partner enabling Drake customers to offer Refund Transfers and Refund/Now Advances to taxpayers in the United States, improving payment collection and cash flow for preparers. The implementation centers on bank products, refund advances, and refund transfers modules described in Drake's bank partners documentation and Refundo product pages. Refundo was configured to surface bank-product options inside Drake Software tax preparation workflows, enabling preparers to present refund financing at point of engagement and to capture taxpayer authorization and bank routing instructions required for refund transfers and advances. Operational coverage is focused on United States taxpayers and professional preparers using Drake Software, with Refundo integrated into customer facing payment collection workflows and bank partner funding rails. The integration architecture aligns with common bank product patterns, using API based authorization and payment routing to support settlement to consumer accounts and preparer fee handling within tax office processes. Governance and rollout were managed through Drake's bank partner onboarding and partner listings, requiring preparer enrollment to offer Refund Transfers and Refund Now Advances. The deployment introduced workflow changes for preparers, including consent capture, disclosure steps, and centralized payment collection via Refundo while leaving Drake Software tax calculation and compliance capabilities as the core filing function. | |
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Professional Services | 10 | $1M | United States | Refundo | Refundo | Tax Management | 2019 | n/a |
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Buyer Intent: Companies Evaluating Refundo
- Capital One, a United States based Banking and Financial Services organization with 76300 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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