Bank Products
Bank Products
Expand Your Tax Business, Offer Bank Products To Your Clients
Get better client satisfaction and earn more with our integrated bank products designed for Tax Preparers. It is imperative to be competitive in the tax preparation business and offer refund solutions for today’s clients. Bank products give the tax preparer an advantage.
A bank product is a disbursement option for your client’s tax refund from federal and state agencies. It’s also known as a Refund Transfer. Refund Transfer Bank Products allows you to collect your tax prep fees out of your customers refund. Clients can easily get their money through bank products instead of waiting for the tax refund to arrive in their mail or bank account.
Our Trusted Financial Partners
We work with four trusted partners to give you the freedom and flexibility to find the best option for your clients.
Offer solutions to your clients
Build strong relationships with your clients and add a professional touch to your services by offering convenient ways to receive tax refunds.
Refund Advance
Clients may receive up to $7,000.
Direct Deposit
Send the refund directly to their bank account for immediate access.
Prepaid Debit Card
Load the refund on a card for secure, fast, year-round use with no check-cashing fees.
Printed Check
Print checks directly from your office.
Offer solutions to your clients
Build strong relationships with your clients and add a professional touch to your services by offering convenient ways to receive tax refunds.
