Bank Products
How Tax Preparers and Their Clients Use Bank Products
Bank products are made to make it easier for both tax professionals and their clients to file their taxes. They let clients pay for tax preparation services directly from their tax refund instead of having to pay for them up front. This makes professional tax services more accessible and helps tax offices keep a steady flow of cash. Tax preparers can offer safe, legal, and flexible ways to get your refund, like direct deposit, printed checks, debit cards, or eligible refund advances, by working with banks that the IRS has approved. This process makes clients happier, makes it easier for them to pay, and lets tax businesses work more efficiently during tax season.
How it Works
Pick a Bank Partner
Choose from IRS-approved bank product providers based on how many clients you have and what they need. We help you look at your options and finish setting things up.
Get the Tax Return Ready
As usual, file your client's tax return, but also let them pay for tax preparation with bank products.
Give customers different ways to pay
Instead of paying up front, your client can choose to pay preparation fees directly from their tax refund.
IRS Acceptance and Processing
The bank handles the refund through the chosen product option once the IRS approves the return.
Fee Deduction and Payment
The fees for your preparation are taken out automatically, and the rest of the refund is sent to the client by direct deposit, check, or debit card.
Client Gets Money
Depending on the bank's approval and the product's availability, eligible clients may get refund advances or quick funding.
Do you have more than 200 bank products? Ask us how to get the software for FREE!
Grab huge rebates of up to $10,000!
To keep up with the competition in the tax preparation business, it is important to deliver refund solutions for your clients. Bank products allow you to offer your service withholding your prep fee and allowing to take a client’s payment that way. Bank products also allow you to print refund checks and issue debit cards from your own tax business with the ability to offer up to $6,000 cash advances for your clients to be deposited via direct deposit, debit card or check.
Who Are The Banks?
Refund Advantage
Support: (800) 967-4934
Refund Bank
Support: 1(908) 445-5544
Refund Advantage
Support: (800) 967-4934
TPG Santa Barbara
Support: (800) 779-7228
take the stress away this tax season
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