Your new tax preparer
tools start here

Our pricing is really simple. Take a look.


per return

No hidden costs

Our bank products have no setup fees, delayed deposits or additional costs.

Instant funding

We collect your fees and transfer them electronically to your bank account.

Add-on bank products

Each additional bank product, whether it’s a federal or state, is only $10-$12.

Volume discounts

If you are a franchise or service bureau, we provide generous rebates.


per advance
($75 for Pre-Ack advances)

High demand

Your customers “need” an advance, now you have the ability to offer one confidently.

High approvals

Our proprietary underwriting allows us to help more customers.

Flat fee to taxpayer

If approved, the taxpayer will pay a small Finance Charge to the Bank.

NOW Checks

You can print the checks in your office for quick and convenient client pick-up.


per return

Extended protection

We provide audit assistance for up to three years from filing time.

Low cost

This gives you the opportunity to markup and generates additional revenue for your business.

More coverage

We provide audit assistance for both federal and state returns.

Flexible payment options

Ability to purchase via refund transfer, credit card, or ACH.


monthly per EFIN
($300/year if paid annually)

Increase your client base

The Connect mobile apps helps you reach taxpayers all over the world.


Data that is stored on the device or transmitted, is encrypted from end-to-end.


Add your company logo, branding, colors, and messaging to the interface.

Live Chat

Chat securely with your clients anytime to address any questions or concerns.

2.9% + 30¢

per successful card charge

Credit & debit cards

Start accepting Visa, MasterCard, American Express and Discover for the same price.


Data that is stored on the device or transmitted, is encrypted from end-to-end.

Timely deposits

Once you complete your set up, transfers arrive in your bank account on a 2-day rolling basis

Disputed payments

Chargebacks incur a $15 fee. However, it’s refunded if the dispute results in your favor.

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.


Stimulus 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 and to your account and should receive your funds by 01/04/2021 by 6 pm ET. If the IRS Get My Payment indicates a deposit of 01/04/2021, and you are expecting a check, you should be receiving your check by 01/08/2021.