Grow your tax
business with
bank products
Get your clients their refund faster and get paid sooner.
Watch Video
Supported Banks
The Process
What is a bank product?
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 MoreSometimes 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 it works
See how to get your business started with bank products and how they can help you expand your product offerings.
Watch videoWhy offer bank products?
Benefit to the
Client
- No out-of-pocket cost for tax preparation services
- Access to pre-acknowledgement loans (money up to $6,000 before the return is verified and released by the IRS) through select partner banks
- Choose how to receive the refund (check, card, direct deposit)
- Receive refunds securely through refund transfer
Benefit to the
Tax Preparer
- Sign up in seconds
- Receive payment faster
- Gain a competitive edge in the marketplace through a better mix of service offerings
- Attract new customers who can’t or don’t want to pay upfront
How to get started with bank products
Sign up for bank products in three simple steps:
-
1
Apply
Apply to become an authorized e-file provider
-
2
Enroll
Enroll with your bank of choice through Account Hub
-
3
Get Started
Set up your software and get started
Interested in getting
ahead of the competition?
See how bank products can help you diversify
your income in our exclusive guide.
Our Tax Refund Banks
