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Level 3
November 21, 2022
Solved

ERO MARKET ANALYSIS REPORT

  • November 21, 2022
  • 1 reply
  • 19 views

Refund Advantage no longer offers this report. I went throught their website and called. Is there another way to get this information?

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Best answer by OzNY

I have been using Pro series since 2012 as well as offering the bank product to clients. Refund Advantage was the bank I had until 2017 or 2018. The report tells you the tax prep office name, address and number of returns. You can also go beyond your area. As far as I know, Santa Barbara does not offer this information. I have officered bank products since the 1990's.

1 reply

Just-Lisa-Now-
Intuit Community Champion
November 21, 2022
not many regulars in here use banking products, what does the ERO market analysis tell you?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
OzNYAuthorAnswer
Level 3
November 21, 2022

I have been using Pro series since 2012 as well as offering the bank product to clients. Refund Advantage was the bank I had until 2017 or 2018. The report tells you the tax prep office name, address and number of returns. You can also go beyond your area. As far as I know, Santa Barbara does not offer this information. I have officered bank products since the 1990's.

Just-Lisa-Now-
Intuit Community Champion
November 22, 2022

Refundo has a way to see how many returns were prepared per ERO sorted by zip code, fun to see where you stand compared to neighboring offices

2021 filing year
https://dashboard.refundo.com/2021/ext/?fbclid=IwAR1wqzXZGNt5rSVjYqjSaqEfhdKjRFBurMoK2trFCskcGsfzWbgmF09tD8w#/index

2022 filing year
https://dashboard.refundo.com/2022/ext/?fbclid=IwAR1wqzXZGNt5rSVjYqjSaqEfhdKjRFBurMoK2trFCskcGsfzWbgmF09tD8w#/index

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪