BANK PRODUCT
Bank products are a quick and easy way to add revenue to your tax season while giving your customers the option to pay tax preparation fees with their refund.
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Expand Your Tax Business, Offer Bank Products To Your Clients
WHAT IS A BANK PRODUCT?
A bank product is a service that offers tax professionals the flexibility to deduct their preparation fees from the client's refund instead of requiring upfront payment.
HOW DOES IT WORK?
Funds are transferred from the IRS to the tax bank of your choosing, which then disburses your preparation fees directly to you. At the same time, the bank facilitates the issuance of the taxpayer's refund through their preferred disbursement method, such as a check, direct deposit, or debit card.
DO I HAVE TO USE BANK PRODUCTS?
While utilizing bank products is not obligatory, it can present a valuable choice for both your business and your clients.
HOW DOES USING BANK PRODUCTS BENEFIT MY BUSINESS?
Choose bank products to receive preparation fees and improve your business with various services. Focus on expanding your client base, not on collecting payments.
HOW DOES IT BENEFIT TAXPAYERS?
Bank products serve as a facilitator for paying tax preparation services. They enable taxpayers who may not have the means to pay upfront to still have their tax return prepared promptly and cover the fees from their refund. Additionally, bank products provide taxpayers with the option to obtain cash advances.
What are the commonly sought-after banking products and programs?
Banks offer various products like cash advances, start-up, pre & in-season loans with additional programs. Discuss with a sales representative to understand options, terms & conditions, and make an informed decision.
customer support
We are deeply committed to offering exceptional customer support, ensuring you have a seamless experience while using our software. We understand that your business is unique, and that’s why we strive to provide exceptional performance and value with every use of our software.
