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