Grow Your Tax Business


How to Offer Refund Transfers to Your Clients

Looking for ways to set yourself apart from your competitors? Refund transfers can help. What Are Refund Transfers? Refund transfers are a bank product that allows taxpayers to pay tax preparer fees directly from their refund. Instead of paying your fee upfront, your clients can elect to have it deducted from their refund. When a client chooses to use the refund…

What is a Refund Transfer and How Does it Work?

If you’re looking for a way to offer more to your clients, refund transfers could be a valuable addition to your tax preparation business. Here’s what they are, how they work, and how they can benefit your business. What are refund transfers? Also called bank products and refund settlement solutions, refund transfers are one way your clients can choose to receive…

How to Use Tax Bank Products to Grow Your Business

Bank products provide a way for your clients to pay your fees and receive their refund with nothing out-of-pocket. If you’re unsure about using bank products, here’s everything you need to know about how they can benefit you and your customer base. What are Tax Bank Products? At their core, bank products are simply a disbursement option for your clients’ tax…

5 Customer Acquisition Strategies to Grow Your Tax Business

To maintain a healthy influx of new clients, your tax preparation business needs a carefully planned and executed customer acquisition strategy. Customer acquisition not only helps you avoid dips in income due to client loss, but it also allows you to grow your client base and significantly increase your income over time. Even with minimal marketing experience,…