Bank products made simple and affordable
Bank products are a quick and easy way to add revenue to your tax season, while giving your customers the option to pay tax preparation fees with their refund. MyTAXPrepOffice has some of the LOWEST BANK PRODUCT FEES in the industry. With us, your client pays only a $15 transmission fee per funded bank product*.
Working with our trusted financial partners is easy. Financial product applications are built right into the software.
All information from the application flows directly into the return making it quick and easy to offer your clients the services they need most.
*NOTE: Customers in CT, IL, ME, or NY, please call 307.414.1211 for details on bank product fees in your state.
Simply choose a partner
Choose from three major financial institutions within the program.
Complete the application
Complete the bank enrollment application in just minutes.
Look for your approval
You will be notified of your enrollment on your Dashboard.
What are the benefits?
Bank products provide a variety of beneficial features to tax preparers and taxpayers:
• Attract new clients with additional service offerings
• Maintain a competitive edge in the market
• Let your clients choose the disbursement option that is best for them
• Take the pressure off of clients by eliminating out-of-pocket cost
• Receive your fees directly from your client’s refund
• Eliminate collecting late payments or chasing after clients for non-payment
Our bank product applications are integrated within the program, allowing fast data entry and smooth data flow. Grow your business today, and enjoy this easy payment solution for you and your clients.
Offer solutions to your clients
Stay competitive with the big box tax franchises by giving your clients a choice in how to receive their tax refunds.
Client's may receive up to $6,000.
Hand clients a card before they leave your office.
Print checks directly from your office.
The refund is issued to your client's bank account.
The refund is received in the form of a paper check by mail.
Our Trusted Financial Partners
We work with three trusted partners to give you the freedom and flexibility to find the best option for your clients.
TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals and online tax preparation providers.
Focused on the independent ERO, Refund Advantage offers taxpayer advance loans, ERO business advances, and incentive programs.
Navigator offers tax professional products, convenience, and incentives to grow your business including refund transfers, fee collect RT and refund advance.