Taking advantage of these bank product options will not only benefit you through substantial fee-based revenues, but they will benefit your clients as well. Bank products enable you to get your clients their money quickly and securely. And bank products limit your clients’ up front expenses by having their tax preparation fees automatically deducted from the refund. All the forms you need, whether you specialize in 1040s or prepare all types of returns.
Benefits of banking products:
These partnerships bring you the best collection of financial services to meet your clients’ needs.
A preparer payment solution that combines three low cost refund options under one brand.
Learn more about 3Fund.
Santa Barbara Tax Products Group (TPG), in association with partnering banks, provides quality financial products and services to enhance your tax preparation business. The TPG portfolio of financial services and their commitment to customer service will help satisfy your business needs now and in the future. Charge what you need and TPG will collect all authorized fees from the taxpayer's refund amount, and your fees are direct deposited into your bank account.
River City® has a long standing reputation in the tax refund settlement industry spans over two decades with a focus on commitment to excellence and customer service. The dependability of this organization has been a standard for thousands of preparers across the nation.
Note: Available in TaxWise Desktop only. River City is not an available option when working in TaxWise Online.
Learn more about River City