Quick Shortcuts

  • Quick Shortcuts is the main function of the Refundo Dashboard. These shortcuts are located on the left-hand side once logged into the Dashboard.

  • The Apps tab is where the ERO goes to create a bank application and loan applications for their taxpayers

  • In the Audit Pros tab, the ERO can find all bank app clients that have purchased audit assistance

  • The checks tab will be where the ERO goes to see if checks are ready and they can print them from here as well

  • The Offices tab allows EROs with multiple locations to manage all of their offices

  • The Payments tab allows you to process credit/debit card payments from your clients

  • The Reports tab is where the ERO can get a summary of their business

  • Supplies Tab is where to go to order marketing supplies and checks

  • In the Support tab you'll find general functions and frequently asked questions of how to use the dashboard

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