Offer More Services and Watch Your Revenue Grow
If you’re looking for an effective way to grow your business while offering more value to your clients, adding bank products to your services is a great solution. Many tax professionals are turning to refund transfer and refund advance options to make their services more convenient and appealing.
PROVIDE VALUABLE SERVICES
With MyTAXPrepOffice's trusted financial partners (Santa Barbara TPG, Refundo, Refund Advantage, and EPS) you can offer clients flexible payment options such as:
REFUND TRANSFERS – Clients can pay their tax preparation fees directly from their refund, which means no upfront costs for them. This can make your services more accessible to a wider range of clients.
REFUND ADVANCES – These advances give clients early access to part of their tax refund, which can be especially appealing to those who need cash fast. Offering this option can set you apart from other preparers and create additional opportunities for revenue through fees.
DEBIT CARD OPTIONS – Some providers offer prepaid debit cards for clients to receive their refund, making it easier for those without bank accounts to access their funds. This can be a valuable added service, ensuring you're meeting the needs of diverse clients.
GROW YOUR BUSINESS
By offering these services, you’re not only providing valuable options to your clients, but you also have the chance to increase your revenue. Whether it’s through Add On Fees or incentivized programs from your chosen bank product provider, you can grow your bottom line with minimal effort.
Many of these services also come with added features like marketing support, compliance assistance, and training tools to help you get started easily.
GETTING STARTED IS EASY
MyTAXPrepOffice has LOW BANK PRODUCT FEES. With us, your client pays only a $15 transmission fee per funded bank product*.
Working with our trusted financial partners is easy. Financial product applications are built right into the software. All information from the application flows directly into the return making it quick and easy to offer your clients the services they need most.
*NOTE: Customers in CT, IL, ME, or NY, please call 307.414.1211 for details on bank product fees in your state.
