What is a bank product?

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.

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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.


See how it works

See how to get your business started with bank products and how they can help you expand your product offerings for your tax clients.

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Why offer bank products?

Benefit to the


  • No out-of-pocket cost for tax preparation services
  • Access to pre-acknowledgement loans (money up to $6,000 before the return is verified and released by the IRS) through select partner banks
  • Choose how to receive the refund (check, card, direct deposit)
  • Receive refunds securely through refund transfer
Benefit to the

Tax Preparer

  • Sign up in seconds
  • Receive payment faster
  • Gain a competitive edge in the marketplace through a better mix of service offerings
  • Attract new customers who can’t or don’t want to pay upfront

How to get started with bank products

Sign up for bank products in three simple steps:

  • 1


    Apply to become an authorized e-file provider

  • 2


    Enroll with your bank of choice through Account Hub

  • 3

    Get Started

    Set up your software and get started

Software Guide

Interested in getting ahead of the competition?

See how bank products can help you diversify your income in our exclusive guide.

Our Tax Refund Banks

We offer several bank products, so you can choose which one fits
your business and client needs the best.

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