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Banking partners

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Baking partners

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Banking partners

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Our partners enable you to generate more revenue while providing valuable services to your client

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Santa Barbara TPG

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TPG takes the tax preparation fees out of the refund, making it easy to pay for tax preparation

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Refund Advantage

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TPG takes the tax preparation fees out of the refund, making it easy to pay for tax preparation

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We offer tax-related bank products that are good for your clients and you!

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Refund Solution

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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.

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Cash Advancement

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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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Take the control of your Money. Create a free account today.

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Connect with Us

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We have been helping client with world-class software – For more details contact us today

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Request a Quote

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If you interested buying tax software Request a Quote.

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Schedule a Demo

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Request your demo today and start minimizing risk and maximizing efficiency.

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Contact sales

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We provide software for managing complicated taxes end-to-end.

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