Your Tax Boss's Ultimate
Ally: Bank Products!

When it comes to tax preparation, your bank product is your ultimate ally. Our Bank Product Partners provide the essential tax refund solutions that set you apart from the ordinary tax preparer, expanding your clientele and enhancing your service offerings. We understand that not all clients can afford upfront tax preparation fees. With our bank product, you can effortlessly navigate stress-free through tax season stress-free while providing invaluable assistance to your clients.

Here’s how:

  • – Issue debit cards or printed checks to your clients, ensuring seamless access to their refunds.
  • – Provide cash advances to your clients as early as the first week of January*, available via check, debit card, or direct deposit.
  • – Access startup loans and in-season funding, helping you (the business owner) stay financially resilient until disbursements commence.
  • – Facilitate direct deposit advances directly to your clients’ bank accounts, optimizing convenience and efficiency.
  • Embrace the power of bank products and revolutionize your tax preparation experience. With our tailored solutions, you can elevate your services, attract a diverse range of clients, and navigate tax season with confidence.

Unleash Your Tax Potential
with our software

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