Welcome to your new tax preparer tools
Our pricing is really simple and has no hidden fees.
Refund Transfer™
Offer the convenience of deferred payment with our Refund Transfer service, allowing taxpayers to cover their tax preparation fees using their refund.
- Our bank products have no setup fees, delayed deposits or additional costs
- Each additional bank product, whether it’s a federal or state, is only $10-$12
- We collect your fees and transfer them electronically to your bank account
- If you are a franchise or service bureau, we provide generous rebates
Refund Advances™
Instead of waiting for the funds, taxpayers can access part of their tax refund the same day they file.
- Your clients “need” an advance, now you have the ability to offer one confidently
- If approved, the taxpayer will pay a small Finance Charge to the Bank
- Our proprietary underwriting allows us to help more clients
- You can print the checks in your office for quick and convenient client pick-up
Audit Protection™
Make some additional revenue for your tax office
- We provide audit assistance for up to three years from filing time
- We provide audit assistance for both federal and state returns
- This gives you the opportunity to generates additional revenue for your business
- Ability to purchase via refund transfer, credit card, or ACH
- Saves $300 with yearly plan
Connect®
Add a virtual side to your tax business
- The Connect mobile apps helps you reach taxpayers all over the world
- Add your company logo, branding, colors and messaging to the interface
- Data that is stored on the device or transmitted is encrypted from end-to-end
- Chat securely with your clients anytime to address any questions or concerns
Connect®
Add a virtual side to your tax business
- The Connect mobile apps helps you reach taxpayers all over the world
- Add your company logo, branding, colors and messaging to the interface
- Data that is stored on the device or transmitted is encrypted from end-to-end
- Chat securely with your clients anytime to address any questions or concerns
Connect®
Add a virtual side to your tax business
- The Connect mobile apps helps you reach taxpayers all over the world
- Add your company logo, branding, colors and messaging to the interface
- Data that is stored on the device or transmitted is encrypted from end-to-end
- Chat securely with your clients anytime to address any questions or concerns
Payments
Add the fastest and most reliable payment processing service for your tax office
- Start accepting Visa, MasterCard, American Express and Discover for the same price
- Once you complete set up, transfers arrive in your bank account on a 2 business day
- Data that is stored on the device or transmitted, is encrypted from end-to-end
- Chargebacks incur a $15 fee, however, it’s refunded if the dispute results in your favor
Ready to grow your tax business?
Schedule a demo today and join the thousands of tax professionals already using our tools.
General support
For general queries, including partnership opportunities, please email:
Technical and account related support
Visit our Help Center with technical issues, we’re here to help.