Refund Transfers

Refund Transfers makes getting paid easy

Refund transfers allow taxpayers to pay your fees with their refund, so you never leave money on the table.

Refund Transfers makes getting paid easy
Refund Transfers makes getting paid easy

Refund Transfers makes getting paid easy

Refund transfers allow taxpayers to pay your fees with their refund, so you never leave money on the table.

Starting Jan 2nd, 2019
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.

Increase Revenue
Tax pros who offer payment options generate more revenue than those who don’t.

Any Software
Our platform works with any tax software. Compatibility is not a problem.

Learn how refund transfers help grow your office

Refund Transfers attract new clients

Refund Transfers attract new clients

Many taxpayers prefer to spend tax prep money on debt and living expenses, so offering this option makes a world of difference.

Tax Pro offer refund transfer to client

Taxpayers incur no upfront fees

Don’t turn away clients who can’t pay you upfront. Instead, let clients pay for their tax preparation with their refund.

How refund transfers work

With refund delays and confusion about how the process works, here is a simple breakdown to make sense of it all.

Refund Transfers - How it Works Illustration
Refund Transfers - How it Works Illustration

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