Drake Users (Enterprise Office Manager)

Login at 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. 

Once approved, we will send you an approval email that will instruct you to login to our dashboard to complete Compliance Training.



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