Banking partners
Our partners enable you to generate more revenue while providing valuable services to your client
Santa Barbara TPG
TPG takes the tax preparation fees out of the refund, making it easy to pay for tax preparation
Refund Advantage
TPG takes the tax preparation fees out of the refund, making it easy to pay for tax preparation
Bank products made simple and affordable
We offer tax-related bank products that are good for your clients and you!
Refund Solution
To stay in the competition in the tax business- it is important for you and your client to offer a refund transfer. Clients now expect their tax professionals to offer convenient ways to pay by their refund. You get paid for your services in a secure and timely manner while also being eligible for incentives. In addition, bank products enable you to issue debit cards and print refund checks.
Cash Advancement
Clients are counting down the days to get their refund with an easy advance. For your tax business, bank products offer you debit cards with the ability to offer up to $6,000 cash in advance for your client and for you to be deposited via direct deposit, debit card, or check.
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We have been helping Tax Pros with world-class software - For more details contact us today
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We provide software for managing complicated taxes end-to-end.