A bank product, or refund transfer, is a payment solution that tax preparers can offer to their clients. Bank products allow your clients to deduct your tax preparation fees directly from their refund.Show More
Sometimes clients do not have the money to pay your fees up front. This leads to sending countless invoices and waiting weeks or months to get paid. To avoid this problem, partner with TaxSlayer Pro and one of our banks to allow your clients to have your prep fees withheld from their refund. If your client is getting a refund, it will be split into two payments — one to them for their refund and one to you for your services. Clients will never see the fees leave their pocket, and you can get paid as early as the refund is funded. Best of all, these bank products are completely integrated with the TaxSlayer Pro software.
Sign up for bank products in three simple steps:
Apply to become an authorized e-file provider
Enroll with your bank of choice through Account Hub
Set up your software and get started