Professional Cloud-Based Tax Software & Service

Expand Your Tax Business

Offer Bank Products

To Your Clients

What Is A Bank Product?

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 or Settlement Solution.

Clients can easily get their money through bank products instead of waiting for the tax refund to arrive in their mail or bank account.

What's In It For Me?

  • We allow you to add fees to be paid back directly to you.

  • Offer your clients faster tax refund options and services.

  • Earn more with Funded Bank Product Rebates.

  • Get SMART Tax Professional Tax Software for FREE when you fund 25 bank products or more each season.

Banking Partners

Never Pay For Your Professional Tax Software With Bank Products For Tax Preparers!

Professional Cloud-Based Tax Software & Service

Expand Your Tax Business

Offer Bank Products

To Your Clients

What Is A Bank Product?

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 or Settlement Solution.

Clients can easily get their money through bank products instead of waiting for the tax refund to arrive in their mail or bank account.

What's In It For Me?

  • We allow you to add fees to be paid back directly to you.

  • Offer your clients faster tax refund options and services.

  • Earn more with Funded Bank Product Rebates.

  • Get SMART Tax Professional Tax Software for FREE when you fund 25 bank products or more each season.

Banking Partners

Never Pay For Your Professional Tax Software With Bank Products For Tax Preparers!