You’ll attract taxpayers who can’t pay up front, but can pay later with their tax refund.
A pay-by-refund option opens the door for more customers. Some taxpayers can’t pay upfront, forcing them to do it “free” elsewhere. This way, there’s no reason to wait, and we make sure you get paid.
Benefit 1: Refund transfers deliver high value (no upfront payment) and 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 refund transfers is a simple and direct way to serve additional markets into your tax
business marketing strategy. You’ll still work with those who can pay upfront, but now, you can also create
messaging for those who can’t (diversify your strategy)
Benefit 3: A good refund transfer strategy (effective messaging) will increase referrals and word of mouth
engagement. Refund transfers have mass appeal because of the value it brings taxpayers, especially in low
income communities. Thus, making it something that can stick with people and spread throughout.
Our goal is to ensure you get paid quickly. As soon as we collect your fees, we transfer them directly to your bank account.
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.
For our refund transfer service, we provide all the resources you need to properly enroll with your tax software. We are constantly working with our software partners to create tools that improve efficiency and speed.
We begin processing refund transfers and advances on Jan 2nd. Get ready to hit the ground running.
One of the lowest fees in the tax industry. In other words, simple pricing and no gimmicks.
Funds issues securely to your clients bank account.
Print check right from your tax office.
Funds loaded securely into a pre-paid card.
Enroll in our Dashboard and access our library of refund transfer posts you can use on social media
Access our unique marketing displays and personalized postcards to stand out from competitors.
Access our 2021 content strategy in our blog or reach out to us for more 1 on 1 marketing help.
Schedule a demo today and join the thousands of tax pros using refund transfers to effectively grow their tax business.
For general queries, including partnership opportunities, please email: email@example.com