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Settlement Solutions

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:

  • Fast data entry and instant flow between forms
  • Built-in checks that prevent errors and omissions as you enter data
  • Easy electronic filing
  • Unlimited users in the same office and no network fee (fees may apply)

These partnerships bring you the best collection of financial services to meet your clients’ needs.

Traditional Settlement Products

Santa Barbara Tax Products Group®

Give your clients the option to pay for tax preparation with their refund and grow your business with TPG. Whether it's tax time advances that help you attract and retain clients, pre-season and in-season cash flow to help you grow your business, free advertising resources that get attention, the highest level of customer support, or easier ways to issue money like the Walmart MoneyCard — TPG draws from over 27 years of experience, helping tax professionals grow their business. Partner with TPG and Settle for More.
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A preparer payment solution that combines three low cost refund options under one brand.

  • Low Cost - 3Fund leads the industry with affordable refund disbursement products. There's no Technology Fee.
  • Easy to Offer - 3Fund is seamlessly integrated into your TaxWise software.
  • Reliable - You can depend on us to deliver the refund experience you, and your clients, expect and deserve. TaxWise has been processing electronic tax returns and bak products for years. Nobody has more experience or does it better than us!

Learn more about 3Fund.

Refund Advantage®

Refund Advantage® is a leader in the tax refund products industry using state of the art technology, with a management team with over 21 years of experience with tax refund products.

Learn more about Refund Advantage.

Republic Bank & Trust Company®

Republic Bank & Trust Company® offers a quick and convenient way for receiving refunds and paying tax preparation and other fees with their refund.

Learn more about Republic Bank & Trust Company

River City®

River City Bank's long standing reputation in the tax refund settlement industry spans nearly three 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. Our priorities are simple; to provide valuable and cost-effective products and services that EROs and taxpayers need while maintaining a high level of integrity to help protect the nature of the industry. River City Bank remains driven to be the absolute best choice for your most successful banking partnership. For complete information on River City Bank's products, call 888-820-7848, or visit our website at www.rcbtaxdivision.com.

Note: Available in TaxWise Desktop only. River City is not an available option when working in TaxWise Online.

EPS® – A Division of MetaBank®

New for 2018! EPS provides a suite of innovative refund transfer and payment solutions to manage every financial transaction in your tax office. Our dynamic payments platform delivers tailored options that include e-Collect, our lowest priced RT program offering RT's for as little as $0, and e-Advance offering no cost taxpayer advances at no cost to the tax preparer. EPS also offers ERO preseason loans and tax prep fee advances, along with other financial solutions for your office which include seasonally-priced credit and debit card processing options. Learn more about EPS.

Non-Traditional Settlement Products


Lets you deduct your tax preparation fees directly from your clients' refunds.

  • $15 deducted from tax prep fees
  • Two disbursement types available:
    • Direct Deposit
    • Pre-paid Visa Debit Card

Learn more about FeeCollect.