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 will get paid as soon as their return is accepted. 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
We offer several bank products, so you can choose which one fits
your business and client needs the best.