- Refund Transfers
Refund Transfers: Seamlessly Land More Clients
Fully compatible with your favorite tax software
Disbursement
Introducing Our Disbursement and Check Cashing
Direct Deposit
Check
Prepaid Debit Card
More Payment Options Means More Opportunities to Earn
Offering ‘pay-by-refund’ means converting taxpayers who can’t pay upfront into an opportunity. Instead of seeing them walk, you’ll do the work upfront and get paid when they get their refund.
Just imagine the possibilities…
Benefit 1: Refund transfers deliver high value (no upfront payment) and next-level convenience for taxpayers looking to file now. Position refund transfers as a way to ensure you never leave business on the table.
Benefit 2: Offering pay-by-refund is a simple and direct way to add additional markets into your tax business marketing strategy. With refund transfers, you’re no longer limited to clientele who prefer to pay upfront. A larger possible clientele means more possibilities for sales!
Benefit 3: A good refund transfer strategy calls for effective messaging – this will work to increase referrals and word of mouth engagement. Refund transfers have mass appeal because of the value it brings taxpayers, especially in lower income communities. Utilize this to get the best from both worlds.
Enjoy Instant Funding
Fully-Compatible With Any Tax Software
Starting Jan 2nd
Low Fee of $39.95
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.
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.
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.
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.
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. Instant Transfer
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. Fees Deducted
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. 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.
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.
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.
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.
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.
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.
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. 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. 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. Fees Deducted
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. Instant Transfer
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.
Video
Here’s How Refund Transfers Help Grow Your Office
Marketing
Head-Turning Marketing Tactics + Strategies
Enter Our Marketing Library
Access our full marketing library of refund transfers posts, which you can use for your own social media efforts.
Leverage Unique Displays
Access our full marketing library of refund transfers posts, which you can use for your own social media efforts.
Tap-Into Proven Strategies
Access our full marketing library of refund transfers posts, which you can use for your own social media efforts.
Content Calendar: Choose from over 100 refund transfer posts to share on your social media pages. Consistency throughout the year is key in building a relationship with your customers, and if you’re constantly sharing valuable insight, you’ll always remain memorable.
Refund Transfer Flow: Our refund transfer flow focuses on a step by step process aimed to find and cultivate taxpayers in your community who prefer no upfront payment. We’ll help you identify who they are and get them through the door.
Proven Strategies: Look through our extensive library of strategies aimed to grow your tax business. We are constantly making updates and working with tax leaders to ensure you’re aware of the latest news affecting the tax industry.
Video
How to Market Refund Transfers Effectively
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