RefundNote®

Description

We pride ourselves on our technology centric approach to providing better credit options than competitors and are paving the way for servicing customers without paperwork and office visits.

Technology

RefundNote software allows users to access their tax refunds throughout the whole year, instead of during tax time. In addition, the software gives customers access to a series of online tools to simplify the tax preparation process for them. Users can safely upload all their tax documents (W2 statements, past tax returns, etc.) to a secured server where they can easily organize their calculations and figures. A certified tax preparer will automatically be able to review the documents for accuracy and help figure out the proper tax refund amount for the individual.  

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