Refund Transfer

The easiest way to service more taxpayers

You’ll attract taxpayers who can’t pay up front, but can pay later with their tax refund.

Works with the leading tax software

Increase your revenue
with payment options

A pay-by-refund option opens the door for more customers. Some taxpayers can’t pay upfront, forcing them to do it “free” on Turbotax. This way, there’s no reason to wait, and we make sure you get paid.

Instant Funding

As soon as we collect your fees, we transfer them directly to your bank account.

Compatible with any
tax software

Our platform works with the leading tax software, and all of our technology is built in-house. Doing so, allows us to be faster at creating solutions to your needs.

Starting Jan 2nd

We begin processing refund transfers and advances on Jan 2nd. Get ready to hit the ground running.

Low Fee of $34.95

One of the lowest fees in the tax industry. In other words, simple pricing and no gimmicks.

Simple yet powerful

Our Dashboard is 10 years in the making
and continuously getting better.

Learn how Refund Transfers
help grow your office

Our disbursement and
check cashing

Direct Deposit

Funds issues securely to your clients bank account


Print check right from your office

Prepaid Debit Card

Funds loaded securely into a pre-paid card

Check Cashing Options

Marketing kits and
strategies that turn heads

Marketing material

Enroll in our Dashboard and access our unique poster displays


Unique personalized postcards grab attention

Marketing material

Access our 2021 content strategy and ways to grow your tax office

How to market refund
transfers effectively

Ready to get started?

Schedule a demo today and join the thousands of tax pros using our tools to effectively grow their tax businesses.

General Support

For general queries, including partnership opportunities, please email:

Technical or account support

We’re here to help! If you have technical issues, Help Center ->

Help us get to know you.


COVID-19 Update: Extremely long wait times if you call us

Our office has limited hours and limited personnel temporarily, and we’re experiencing very high call volumes. Skip the wait by checking the status of your Stimulus Payment using our "Where's My Stimulus?" link below or using our Live Chat feature at the bottom right-hand side of the page. As of today, all direct deposits have been posted to your account and checks have been mailed. If the IRS Get My Payment indicates a deposit of 4/15, you should be receiving your check by 4/23. If it indicates a date of 4/22, you should be receiving your check by 4/24.