Bank Products
Offer Flexible Payment Solutions & Grow Your Tax Business with Confidence
Fast Client Funding
Help eligible clients access their refund quickly through trusted banking partners.
Secure Payment Solutions
Provide safe, reliable, and IRS-compliant payment processing for every tax return.
Increase Your Revenue
Offer additional financial services that improve customer satisfaction and grow your business.
Simplify Tax Preparation with Bank Products
Bank products provide your clients with flexible payment options, allowing tax preparation fees to be deducted directly from their tax refund. This eliminates the need for upfront payments and makes professional tax services more accessible.
By offering bank products, you can provide greater convenience, improve the client experience, and create additional revenue opportunities for your business.
More Convenience for Your Clients, More Growth for Your Business
Our integrated bank product solutions help streamline the tax preparation process from start to finish. Clients receive a simple, secure payment experience while tax professionals benefit from faster funding, efficient workflows, and reliable processing.
Whether you’re an independent preparer or managing multiple offices, bank products help improve efficiency and strengthen client relationships throughout tax season.
Our Trusted Banking Partners
We work with leading financial institutions that specialize in tax-related banking solutions, giving you and your clients secure, reliable, and efficient refund processing services.
Benefits for Every Step of the Tax Process
Deliver greater convenience to your clients while maximizing your business potential with trusted bank product solutions designed for tax professionals.
Benefits for Your Clients
No Upfront Tax Preparation Fees
Clients can have their preparation fees deducted directly from their tax refund.
Convenient Payment Options
Choose from direct deposit, prepaid cards, or printed checks based on client preference.
Faster Access to Funds
Qualified clients may receive their refund faster through participating banking partners.
Secure Transactions
All payments are processed using trusted banking systems designed for security and compliance.
Advantages for Tax Preparers
Additional Revenue Opportunities
Expand your service offerings while increasing profitability during tax season.
Faster Payment Processing
Receive preparation fees quickly through integrated banking solutions.
Easy Enrollment
Simple onboarding allows you to start offering bank products with minimal setup.
Better Client Experience
Flexible payment options help improve satisfaction and encourage repeat business.
Ready to Offer Bank Products?
Take your tax business to the next level with trusted banking solutions designed for today’s tax professionals.
Whether you’re opening your first office or expanding your existing business, our team is here to help you get started.