Drake enrollment guide

Refundo's Drake enrollment guide shows the process by which you choose Refundo as your bank product provider for tax season.

Robert Taylor avatar
Written by Robert Taylor
Updated over a week ago

1. Contact Drake

Login at eom.drakesoftware.com.
Please speak with your account representative for your login and password.

Go to the EOM - Enterprise Office Manager and enter your login credentials.

The ERO will need to fill out the account information tab (this is the first page that comes up for a standalone office).

Then go to enrollment>bank application:

Select Refundo from the drop down menu.

Complete form with your tax office information.

Click on "Refundo ERO Agreement", review document, and select "Yes" or "No" to acknowledge all disclosures. Be sure to click the "save and finish later" button first before submitting application.

2. Login to our Dashboard

Once approved, we will send you an approval email that will instruct you to login to the Dashboard and complete the final steps.

3. Review

Upon registration, you will be asked to review our user guide and complete compliance requirements.

4. You're all set!

You are good to go! Please confirm that the information we have in our system is correct and check out all the additional products and services Refundo offers.

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