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Bank products made simple and affordable
We offer tax-related bank products that are good for your clients and you!
To stay in the competition in the tax business- it is important for you and your client to offer a refund transfer. Clients now expect their tax professionals to offer convenient ways to pay by their refund. You get paid for your services in a secure and timely manner while also being eligible for incentives. In addition, bank products enable you to issue debit cards and print refund checks.
Clients are counting down the days to get their refund with an easy advance. For your tax business, bank products offer you debit cards with the ability to offer up to $6,000 cash in advance for your client and for you to be deposited via direct deposit, debit card, or check.
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We provide software for managing complicated taxes end-to-end.