- Refund Advances
Appeal to More Clients With Refund Advances
Offer potential clients a refund advance to sell those that prefer to access their money now.
Fully compatible with your favorite tax software
Bring In More Clients
Let your clients access their money same-day so they don’t have to wait. It’s perfect for those who can’t afford to wait!
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Stay Competitive With Refund Advances
With Refund Advances, you can compete with larger franchises and regain the market share you deserve.
Big tax franchises use cash advances as the centerpiece of their marketing to attract people in all parts of the country through social media. As more taxpayers begin to expect the option, tax pros need to provide advances or risk losing business to a tax business that does.
Get High Approval Rates
By working together and following our guidelines, you’ll ensure every client is completely satisfied.
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Easily Print Checks Right From Your Tax Office
Print refund advance checks in your office for quick and convenient client pick-up.
We’ve made it simple for tax pros to print refund advance checks directly from their office. As a result, tax pros can work with their clients that much more efficiently.
How it works
How do Refund Advances Work?
Meet the simple process that’s integrated right into your workflow!
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
1. Visit Office
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
2. Provide W-2
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
3. Prepare Return
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
4. E-file
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
8. Refund Received
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
7. Refund Processing
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
6. Print Check
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
5. Refundo Underwrites
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
9. Refund Remainder
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
1. Visit Office
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
2. Provide W-2
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
3. Prepare Return
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
4. E-file
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
5. Refundo Underwrites
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
6. Print Check
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
7. Refund Processing
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
8. Refund Received
Tax return is e-filled with IRS and a request for a refund is indicated. The taxpayer opts for a refund transfer to pay their tax prep fees from their refund.
9. Refund Remainder
NOW® vs Others
Taxpayer benefits when receiving a Refundo advance vs cash advances from others.
I
Approval timeframe
Approval rates
Check cashing fee
Debt Type
Credit Reporting
NOW®
Less than 15 minutes
+70%
$12 flat fee or less
Non-recourse
Will not affect your credit report
Others
Up to 48 hours
Under 40%
Avg. 3%
Recourse
Inquiries reported to credit bureaus
NOW®
Approval timeframe
Less than 15 minutes
Approval rates
+70%
Check cashing fee
$12 flat fee or less
Debt Type
Non-recourse
Credit Reporting
Will not affect your credit report
Others
Approval timeframe
Up to 48 hours
Approval rates
Under 40%
Check cashing fee
Avg. 3%
Debt Type
Recourse
Credit Reporting
Inquiries reported to credit bureaus
1 ERO approval for the Refundo program does not guarantee approval to offer the NOW Advance. Qualifications will apply. NOW Advance is an optional fixed-term loan offered by Evolve Bank & Trust, Member FDIC. The NOW Advance principal loan amount, applicable interest and any fees will be deducted from federal and state tax refund proceeds. NOW Advance is not an actual federal or state tax refund. Applying for a NOW Advance does not guarantee approval. Qualifications and restrictions apply and all applicants may not be eligible for NOW Advance. NOW Advance principal amounts offered are $500, 25%, 50% or 75% of the expected net tax refund amount, up to $9,500. NOW Advance loans have an APR of 28.38% based on a 45-day term. All NOW Advance loans have an origination fee. Refund Transfer fees may also apply. NOW Advances and PreAck NOW Advances may not be available with all tax software providers. NOW Advances are offered from January 3, 2022 – Feb 28, 2022.
Ask your tax preparer about other e-file options offered by the IRS. According to the IRS, using e-file is the best way to file an accurate return, and combining e-file with direct deposit is the fastest way to get your refund.
Marketing
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