Refund Disbursement Platform for Financial Advisors & Brokers

Rubix is built for financial advisors, tax pros and brokers who manage client payouts, refunds and financial flows.

We handle the heavy lifting so you can focus on strategic advising, not operational chaos.

Learn How Rubix Works

Why Financial Advisors Partner With Rubix

Managing IRS refund flows across multiple clients shouldn’t involve spreadsheets, wire requests or bank confusion.

Rubix simplifies payout operations with:

IRS-compliant treasury accounts for every client

Automated routing of IRS refunds and disbursements

Built-in partner fee handling and KYC/KYB verification

Audit-ready documentation at every step

Real-time dashboards for payout tracking and reporting

Rubix is your back-end engine, built for compliance, speed and scale.

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Built for Refund-Heavy Professionals

Whether you support five clients or 500, Rubix helps you:

File tax credit claims with compliant refund logic
Handle treasury setup and IRS identity verification
Reconcile payments with no spreadsheets or manual forms
Stay ahead of audits with structured, real-time records

We’re the financial plumbing behind the platforms advisors already trust.

Claim the FICA Tip Credit for Clients

What Rubix Handles vs. What You Do

Rubix Handles

Treasury setup and IRS refund routing
Fee deduction workflows
KYC/KYB identity checks
Secure disbursements and audit tracking

You Handle

Client-facing strategy and communication
Tax filing or advisory services
Onboarding and relationship management
Client success and tax planning
See Rubix Compliance Standards

Trusted by Platforms You Already Use

Rubix is integrated with financial systems you already rely on, providing secure infrastructure behind:

If your clients work with these tools, Rubix is already part of the process.

Meet Our Partners

Who This Is For

Rubix is built to support:

CPAs and enrolled agents handling refund programs

Financial advisors managing disbursements for clients

Tax consultants with recurring refund processes

Broker-dealers coordinating partner program payouts

Multiclient firms juggling treasury and routing setups

Whether you're working solo or managing hundreds of accounts, Rubix handles the backend so you can do more, faster.

See If You QualifyStart Your Claim

Frequently Asked Questions

What is Rubix and how does it help financial professionals?

Rubix is a backend financial infrastructure platform designed for advisors, brokers and tax professionals. We automate treasury setup, IRS refund routing and disbursement flows so you don’t have to manually track payments, chase spreadsheets or worry about compliance.

Can Rubix manage refunds for multiple clients or entities?

Rubix is built for firms with multiple clients, legal entities or partner programs. We create a secure, IRS-compliant treasury account for each client and automate the flow of funds from refund to disbursement.

Is Rubix only for the FICA Tip Credit?

No. While Rubix automates the FICA Tip Credit refund flow, our infrastructure supports any IRS refund-based program including disaster recovery payouts, tax overpayment returns and custom partner disbursement needs.

Do I need to handle KYC/KYB or banking compliance?

Rubix manages all compliance including identity verification (KYC/KYB), OFAC checks and audit-ready logging. Every transaction is documented and traceable, meeting federal standards for IRS-facing programs.

Can I track disbursements for my clients in real-time?

Absolutely. Rubix gives you access to a live dashboard showing status updates, refund routing, fee deductions and payout confirmations for each client, whether you're handling five or five hundred.

How is Rubix different from traditional banking or tax platforms?

Rubix isn’t a tax preparer or a bank. We sit beneath those services, powering the treasury, compliance and refund automation that enables fast, secure payouts. You stay focused on your clients. We handle the infrastructure.

Is Rubix secure and regulated?

Yes. We partner with regulated institutions like Gulf Atlantic Bank and are built for compliance with IRS, KYC/KYB, AML and PCI standards. Our infrastructure is designed to pass audits and move money with integrity.

Can I offer Rubix as a white-label solution for my firm or clients?

Yes. Rubix can be offered behind the scenes or through partner-facing portals. We’re designed to fit within your ecosystem, not replace it, so you retain control of the client experience.