Do You Have 200 or More Bank Products? Then Ask About Our Free Tax Software Program!


Expand Your Tax Business, Offer Bank Products To Your Clients

Get better client satisfaction and earn more with our integrated bank products designed for Tax Preparers. It is imperative to be competitive in the tax preparation business and offer refund solutions for today's clients. Bank products give the tax preparer an advantage.

What is a Bank Product? 

A bank product is a disbursement option for your client’s tax refund from federal and state agencies. It’s also known as a Refund Transfer. Clients can easily get their money through bank products instead of waiting for the tax refund to arrive in their mail or bank account. What’s in it for me? We allow you to add fees to be paid back to you. Offer your clients faster tax refund options and services.Earn more with Cash.

In addition, you will be able to offer up to $6,000 Cash Advances to your clients. Your Clients Refunds Will be dispersed via:

  • Direct Deposit
  • Debit Card
  • Check
  • Who Are The Banks?


Refund advantage serviced more than 25,000 tax offices and issued more than $1 billion in advance loans to taxpayers. There knowledge in the tax industry makes them a leader in the industry. 

Support: (800) 967-4934


TPG is also known as the Santa Barbara Tax Products Group. Santa Barbara Tax Products Group became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs as they are ranked number 1 in the industry. 

Support: (800) 779-7228

Your tax prep fee deducted from taxpayer's refund.

Offer advances up to $6,000.

May be approved for Preseason advances.

The Ultimate Software For Your Tax Preparation Business To Succeed - All In One Place

Committed to Helping Our Clients Succeed