Bank Products

preACK TAXPAYER ADVANCES

Put money on the street
before e-File starts!

Bank Products (RTs)

Products your clients desire!

ERO BUSINESS ADVANCES

Additional cash flow for EROs to help get your season started.

Options that fit your needs.

At TaxProAlliance, we understand your need for multiple banking options. This is why TaxProAlliance partners with several industry-leading banks, ensuring our customers always have a variety of choices.

Benefits of a bank product

Solve your cash flow problems with pre-season and in-season tax preparer fee advances.

Collect your fees from the taxpayer’s refund with no upfront fees for your clients.

Save time and eliminate errors with banking partners that are integrated with the tax software.

Grow your business by offering your clients the best loan and advance opportunities available.

preACK Taxpayer Advances!

Attract and retain customers by offering an advance before e-file starts! Approved customers will receive their funds from early January through the start of e-file.

NO COST TO YOUR CUSTOMERS

VIA CHECK OR PREPAID CARD

AVAILABLE NATIONWIDE

Compete in Your Area

Taxpayers need their tax return ASAP! Attract and retain more clients by offering tax advances for the 2023 tax season.

NO COST TO YOUR CUSTOMERS

VIA CHECK OR PREPAID CARD

AVAILABLE NATIONWIDE

ERO Business Advances

Cash flow to help with pre-season expenses and fund your growth. Support when you need it most!

TAX SOFTWARE ADVANCE

OFFICE START-UP ADVANCE

IN-SEASON PREPARER FEE ADVANCES

Banking Partners

preACK Taxpayer Advances:  
ERO Advances:  

REPUBLIC BANK

With over 25 years of experience in the e-file industry, Republic Bank provides businesses and customers with the tax refund solutions needed to be successful. Being one of the leading national providers of tax related bank products, Republic Bank has the reliability and experience you can bank on!

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ERO Advances:  

SANTA BARBARA TAX PRODUCTS GROUP

Santa Barbara TPG provides their clients the option to pay for tax preparation with their refund. Access more tools for growing your tax practice.

  • Cash flow for tax professionals including their popular fee advance – don’t wait to get paid
  • Resources for attracting and retaining clients including a taxpayer refund advance program and free digital & print advertising
  • More options for collecting payments including pay-by-refund, Auto Collect, and credit and debit card processing

 

Santa Barbara TPG offers more resources to help your tax practice succeed. TPG leads the industry with free digital and print marketing resources in Spanish and English that attract taxpayers to your office. To see everything that’s available to you with Santa Barbara TPG, visit https://www.sbtpg.com/tax-pro-home. If you would like to apply for ERO Bank Enrollment with TPG, contact your TaxProAlliance sales rep today.

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REFUND ADVANTAGE

Refund Advantage has a long history in the tax refund product industry. With Refund Advantage’s Refund Transfers, you have access to some of the most generous ERO incentives, while having an aggressive and cost effective Refund Advance program for both you and your customer. Refund Advantage’s 3 pronged strategy helps you gain more customers, earn more revenue, and minimize your expenses. Refund Advantage is focused on the Independent ERO – providing options and solutions to help you better compete in your market. For more information, visit www.refund-advantage.com.

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REFUNDO

Tax professionals who demand the latest technology, personable customer service and innovative products, choose Refundo. Leading the pack on the technology front, Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features that let you create and track bank apps, process payments, manage your tax practice, and much more from any computer. Attract new clients and boost your tax season revenue with the Refundo NOW advance. For more information, visit www.refundo.com.