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.
Managing IRS refund flows across multiple clients shouldn’t involve spreadsheets, wire requests or bank confusion.
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.
Whether you support five clients or 500, Rubix helps you:
We’re the financial plumbing behind the platforms advisors already trust.
Claim the FICA Tip Credit for ClientsRubix 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 PartnersRubix 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.
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.
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.
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.
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.
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.
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.
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.
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.