A bank product, or refund transfer, is a solution that tax preparers can offer to their clients. Bank products allow your clients to deduct your tax preparation fees directly from their refund.Show More
Sometimes clients do not have the money to pay your fees up front. This leads to sending countless invoices and waiting weeks or months to get paid. If your customer is getting a refund, TaxSlayer Pro can help split it into two payments — one directly to them and one to you for your tax services. We do this by partnering with a bank to allow your clients to have your prep fees withheld from their refund. Clients will never see the fees leave their pocket, and you can get paid as early as the time the return is funded. Best of all, these bank products are completely integrated with the TaxSlayer Pro software.
See how to get your business started with bank products and how they can help you expand your product offerings.Watch video
Sign up for bank products in three simple steps:
Apply to become an authorized e-file provider
Enroll with your bank of choice through Account Hub
Set up your software and get started
See how bank products can help you diversify
your income in our exclusive guide.
We offer several bank products, so you can choose which one fits
your business and client needs the best.
Stay up to date with TaxSlayer Pro. Get helpful information about our products, tax prep tips, and more.
YOUR PRIVACY IS A PRIORITY TO US
If you have an unresolved privacy or data use concern that we have not addressed satisfactorily, please contact our U.S.-based third party dispute resolution provider (free of charge) at https://feedback-form.truste.com/watchdog/request.
We will not collect personal information about you just because you visit this site. In order to improve the usefulness of our web site for our visitors, we automatically collect and maintain statistical information from our site's data logs that concern network traffic flow and volume. This information consists of:
This information does not identify individual visitors and is used to enhance and improve your experience on our site. No attempts are made to identify individual users unless illegal behavior is suspected.
device you use and operating system version. We use mobile analytics software to allow us to better understand the functionality of our Mobile Software on your phone. This software may record information such as how often you use the application, the events that occur within the application, aggregated usage, performance data, and where the application was downloaded from. We do not link the information we store within the analytics software to any personally identifiable information you submit within the mobile app.
We send you push notifications from time-to-time in order to update you about any events or promotions that we may be running. If you no longer wish to receive these types of communications, you may turn them off at the device level. To ensure you receive proper notifications, we will need to collect certain information about your device such as operating system and user identification information.
The purpose of this site is to market and sell our software. As a result, you may have to provide us your personal information and/or email address. We do not share or disseminate this information to other vendors or clients. This information is kept in strictest, secure, confidence. If you choose to purchase our products online, you will be asked for personal information as well as your credit card number. The forms requesting this information are on a secure server. All steps are taken to safeguard your information.
We partner with a third party to either display advertising on our Web site or to manage our advertising on other sites. Our third party partner may use technologies such as cookies to gather information about your activities on this site and other sites in order to provide you advertising based upon your browsing activities and interests. If you wish to not have this information used for the purpose of serving you interest-based ads, you may opt-out by clicking here. Please note this does not opt you out of being served ads. You will continue to receive generic ads.
The information we gather, in addition to your tax return, includes:
Cardholder's name, credit card type, credit card number, expiration date, billing address, email address. Credit card data is used to complete our transactions and none of this information is shared with anyone else.
User name, user ID, email address, operating system, connection, browser.
We may also collect, from you, the following personal information about your contacts:
If you choose to use our referral service to tell a friend about our site, we will ask you for your friend’s name and email address. We will automatically send your friend a one-time email inviting him or her to visit the site. TaxSlayer Pro stores this information for the sole purpose of sending this one-time email and tracking the success of our referral program. Your friend may contact us at here to request that we remove this information from our database.
When you provide us with personal information about your contacts we will only use this information for the specific reason for which it is provided.
If you believe that one of your contacts has provided us with your personal information and you would like to request that it be removed from our database, please contact us at 945 Broad St Augusta, GA 30901.
We will use your name and email address to send newsletters to you. Out of respect for your privacy, we provide you a way to unsubscribe. Please visit here to opt out. You can also unsubscribe by clicking the unsubscribe button at the bottom of every marketing email you receive.
In some cases, we employ service providers to provide a product you order, to fulfill a service you request, or to market one of our products or services. Examples include using Web analytical software, Web beacons, delivering downloadable products, offering online software applications, or sending e-mails on our behalf. While this may require us to share information, these service providers are strictly prohibited from using your information other than to act on our behalf.
We may be required to provide information about you to third parties outside of the TaxSlayer corporate family without your consent as provided by law, such as, to respond to lawful requests by public authorities, including to meet national security or law enforcement requirements, a subpoena or court order, judicial process or bankruptcy proceedings, regulatory authorities, to protect against fraud.
Your information may be transferred in connection with a proposed or actual sale, merger, or transfer of all or a portion of a business or operating unit. You will be notified via email and/or a prominent notice on our Web site of any change in ownership or uses of your personal information, as well as any choices you may have regarding your personal information.
We may also disclose your personal information to any other third party with your prior consent.
We post customer testimonials on our web site, which may contain personal information such as the customer's name. We do obtain the customer's consent prior to posting the testimonial to post their name along with their testimonial. If you wish to update or delete your testimonial, you can contact us at [email protected].
Our web site offers publicly accessible blogs or community forums. You should be aware that any information you provide in these areas may be read, collected, and used by others who access them. To request removal of your personal information from our blog or community forum, contact us at [email protected]. In some cases, we may not be able to remove your personal information, in which case we will let you know if we are unable to do so and why. Alternatively, if you used a third party application to post such information, you can remove it, by either logging into the said application and removing the information or by contacting the appropriate third party application.
TaxSlayer understands the importance of protecting customer information. TaxSlayer adheres to regulatory, security, and privacy standards applicable to the tax preparation industry. TaxSlayer’ web-based and desktop applications have a proven record of securing TaxSlayer information by utilizing a variety of security related technologies including, but not limited to, firewalls, intrusion detection systems, web application firewalls, encryption, access controls, network isolation, auditing systems, data classifications, and data obfuscation. In order to protect the data as our client enters it in the system, TaxSlayer incorporates the use of SSL encryption facilitated by an Extended Validation SSL Certificate issued by a recognized trusted certificate authority. TaxSlayer utilizes security guards, access controls, biometrics, man traps, and other security mechanisms to protect physical access to the datacenter.
TaxSlayer’s information systems maintain PCI compliance which must be renewed annually. Additionally, our systems are routinely subject to automated vulnerability testing purposely exceeding the requirements of PCI compliance. This practice allows quicker identification and remediation of risks to the privacy of taxpayer data. Internal audits are performed continuously throughout the year to ensure compliance with regulatory standards and TaxSlayer’s Information Security Policy Manual. If you have any questions about the security of your personal information, you can contact us at [email protected].
We will retain your information for up to three tax years as long as your account is active, or as needed to provide you services. If you wish to cancel your account or request that we no longer use your information to provide you services contact us at [email protected]. We will retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.
Upon request TaxSlayer Pro will provide you with information about whether we hold any of your personal information. Personal Information is accessible online through October 20 of the year in which the return is filed. You may view, delete and/or make changes to your personal information by visiting your account online at https://www.taxslayerpro.com and selecting ""Edit Account Information" or by emailing our Customer Support at [email protected] or by contacting us by telephone or postal mail at the contact information listed below. Any return e-filed through TaxSlayer Pro will be available only in PDF format (fees may apply). We will respond to your request to access within a reasonable timeframe.
This website uses Hotjar web analytics service. Hotjar may record mouse clicks, mouse movements and scrolling activity. Hotjar collects information regarding pages visited, actions which are taken, country, device used, operating system, and browser used. Hotjar does not collect personally identifiable information (PII) that you do not voluntarily enter in this website. Hotjar does not track your browsing habits across web sites which do not use Hotjar services.
If you have questions or concerns regarding this policy, you should first contact customer support at [email protected].
You can also write us at:
TaxSlayer Pro Privacy
945 Broad St
Augusta, GA 30901
Approved and Effective 10/11/17