Client services and products
Refund transfers, also referred to as bank products, allow taxpayers to pay for tax preparation fees out of their expected refund. These products allow non-banked taxpayers to take advantage of IRS direct deposit and not wait for the IRS to issue a check, getting them their refund faster.
Grow your business by offering advance products. A refund advance allows a customer to take an advance of their expected federal refund before the IRS funds their federal refund. Offering refund advances provide peace of mind for some taxpayers who can’t afford to wait for their refund.
Pre-Acknowledgement loans (Pre-Ack)
A refund advance is an option available to taxpayers. A refund advance gives taxpayers access to some or all of their refund before the IRS opens for e-file, begins processing returns and issues refunds.
Software purchase assistance program
Partner with your preferred banking partner for a no-cost, no-interest loan to purchase your tax software. Please visit your preferred bank partner's website for additional information.
Santa Barbara TPG
We offer a variety of options that will save you and your taxpayers money such as Fee Collect™ and 3Fund™. These options enable taxpayers who e-file to deduct their tax preparation fees directly from their refund.
Learn more about our partners