why bank products
Bank products also called refund transfers let clients pay your preparation fees directly from their tax refund. It’s a simple, convenient option for taxpayers who can’t or prefer not to pay upfront, while ensuring you get paid without delays.
Without bank products, tax preparers can end up sending multiple invoices and waiting weeks (or months) to get paid. With Tax Pro USA, you can split a client’s refund into two deposits, one to your client and one to you for your preparation fees so cash flow isn’t a guessing game.
Our software integrates with banks like Refund Advantage and Santa Barbara (TPG) to withhold your fees directly from the client’s refund. Your clients won’t pay upfront, and you can get paid as soon as the refund is funded. Plus, these bank products are fully integrated with Tax Pro USA software for a seamless, end-to-end workflow.
If you want to get paid faster while giving clients a convenient payment option, bank products could be the answer. Contact Tax Pro USA to learn more and get started.
Banks