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BANK PRODUCTS

Boost Your Business  

Increase your revenue, elevate your business's professionalism & attract REAL clients with our bank products. Bank products allow you to offer refund transfers, a significant value to your clients. A hassle-free way to pay for tax preparation services by deducting fees directly from the refund. Seamlessly integrated into your tax software, this tool not only enhances your service offerings but also adds credibility to your brand. Stand out in the competitive tax industry and provide your clients with the financial solutions they need!

Multiple Disbursement Options​

  • Direct Deposit

  • Debit Card​​

  • Checks

Offer Cash Advances up to $6,000
Game-changer for clients needing immediate access to funds! Eligible clients will receive a portion of their tax refund within 24 hours!

Enjoy Big Rebates
By offering bank products you may be eligible for rebates that can allow your software to essentially pay for itself the following year. Never pay for tax software again!

Who Are The Banks?

Refund Advantage

Santa Barbara Tax Products Group

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