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Enhance Client Satisfaction and Boost Your Earnings with Our Integrated Bank Products Tailored for Tax Preparers
What exactly is a bank product?
A bank product is a disbursement option for your clients' tax refunds from federal and state agencies, often referred to as a Refund Transfer or Settlement Solution.
With bank products, clients can access their funds more quickly, bypassing the wait for their tax refund to arrive by mail or directly into their bank account.
What exactly is a bank product?
A bank product is a disbursement option for your clients' tax refunds from federal and state agencies, often referred to as a Refund Transfer or Settlement Solution.
With bank products, clients can access their funds more quickly, bypassing the wait for their tax refund to arrive by mail or directly into their bank account.
What’s the Benefit for YOU?
We enable you to add fees that are reimbursed to you.
Provide your clients with quicker tax refund options and services.
Boost your earnings with Tax Tech Link.
Receive Tax Tech Link Professional Tax Software at no cost when you fund 30 or more bank products each season with TPG as your banking partner.
What’s the Benefit for YOU?
We enable you to add fees that are reimbursed to you.
Provide your clients with quicker tax refund options and services.
Boost your earnings with Tax Tech Link.
Receive Tax Tech Link Professional Tax Software at no cost when you fund 30 or more bank products each season with TPG as your banking partner.
Who Are the Banks?
Preferred Banking Partners
(800) 779-7228
Santa Barbara TPG
TPG, or Santa Barbara Tax Products Group, became a part of Green Dot in 2014. They offer tax-related financial products and services to consumers across the country, focusing on delivering value, fair pricing, and meeting client needs.
(800) 779-7228
Refund Advantage
We offer straightforward and affordable Refund Transfers with competitive incentives. Our Refund Advances are praised for their cost-effectiveness and efficiency. Our commitment is to support independent tax professionals in elevating their tax businesses to new heights!
(800) 779-7228
EPS
Founded in 2009, EPS has emerged as one of the leading banks in the industry. In the past decade, they have processed over $20 billion in financial transactions and are recognized for providing some of the lowest costs for refund transfers.
Who Are the Banks?
Preferred Banking Partners
(800) 779-7228
Santa Barbara TPG
TPG, or Santa Barbara Tax Products Group, became a part of Green Dot in 2014. They offer tax-related financial products and services to consumers across the country, focusing on delivering value, fair pricing, and meeting client needs.
(800) 779-7228
Refund Advantage
We offer straightforward and affordable Refund Transfers with competitive incentives. Our Refund Advances are praised for their cost-effectiveness and efficiency. Our commitment is to support independent tax professionals in elevating their tax businesses to new heights!
(800) 779-7228
EPS
Founded in 2009, EPS has emerged as one of the leading banks in the industry. In the past decade, they have processed over $20 billion in financial transactions and are recognized for providing some of the lowest costs for refund transfers.
Access Professional Tax Software at No Cost with
BANK PRODUCTS for Tax Preparers
How to Get Started: First, register through Tax Tech Link, then finalize your signup and complete the compliance tests on the bank's website.
Access Professional Tax Software at No Cost with
BANK PRODUCTS for Tax Preparers
How to Get Started: First, register through Tax Tech Link, then finalize your signup and complete the compliance tests on the bank's website.
Join Over 50,000 Preparers every year!
(High-volume preparer and multi-location tax office)
Join Over 50,000 Preparers every year!
(High-volume preparer and multi-location tax office)
Our Products
TTL Pay-Per-Return
TTL Corporate
1040 Software
EFIN Required
All States Included
Loan Advance and Tax Products
365 Customer Service
Mac Compatible
No Installing, No Updating
Includes 10 Users
TTL Online 1040
$20 per return
1040 Software
EFIN Required
All States Included
Free Unlimited E-filing
Bank Product Rebates
Loan Advance Products
365 Service
No Installing, No Updating
Includes 10 Users
TTL Desktop 1040
$20 per return
1040 Software
EFIN Required for e-filing
All States Included
Free Unlimited E-filing
Bank Product Rebates
Loan Advance Products
365 Service
Installed Software
Unlimited Users
TTL Corporate
$20 per return
1040 Software
EFIN Required
Bank Product Rebates
All States Included
Free Unlimited E-filing
Loan Advance Products
365 Service
Installed Software
Unlimited Users
FREE Trial
FREE Trial
FREE Trial
FREE Trial
What Is a Bank Product and How Does It Work?
A bank product is a service that tax preparers can provide to their clients, allowing them to receive their refunds more quickly while managing tax preparation fees easily. When clients opt for a bank product, they can access their tax refund faster (after deducting your preparation fees and any other associated costs). Tax preparers can retain a portion of the client’s refund to cover their services and related fees.
What Fees Are Involved?
Technology Fees
Technology fees refer to the costs associated with developing and maintaining the tax software system. These fees also include expenses for the system resources needed to process applications for bank products.
Service Bureau Fees
Service Bureau Fees are charges from third-party companies that provide specialized services to their clients. Typically, these bureaus have a smaller client base, making them more accessible during tax season. Additionally, they often pass on software savings to their clients.
Tax Preparation Fees
Tax Preparation Fees are the charges for preparing tax returns. By using professional tax software, you can offer your clients the option to withhold these fees, allowing them to avoid upfront payments. The preparation fees are then automatically deposited into the preparer's bank account.
Transmitter Fees
Transmitter fees are paid to the company that creates the tax software. Many software providers charge these fees for each return, regardless of whether a bank product is involved. As a tax preparer, you can offer bank products only when using a professional tax software program.
Bank Fees
Bank fees are charged by specialized banks or processing companies that create programs for tax preparers and clients. Tax Tech Unlimited recommends Santa Barbara (TPG) and EPS, both of which are reputable and reliable providers. Note: Withholding fees from a client’s refund is illegal unless done through a licensed service provider.
What Fees Are Involved?
Technology Fees
Technology fees refer to the costs associated with developing and maintaining the tax software system. These fees also include expenses for the system resources needed to process applications for bank products.
Service Bureau Fees
Service Bureau Fees are charges from third-party companies that provide specialized services to their clients. Typically, these bureaus have a smaller client base, making them more accessible during tax season. Additionally, they often pass on software savings to their clients.
Tax Preparation Fees
Tax Preparation Fees are the charges for preparing tax returns. By using professional tax software, you can offer your clients the option to withhold these fees, allowing them to avoid upfront payments. The preparation fees are then automatically deposited into the preparer's bank account.
Transmitter Fees
Transmitter fees are paid to the company that creates the tax software. Many software providers charge these fees for each return, regardless of whether a bank product is involved. As a tax preparer, you can offer bank products only when using a professional tax software program.
Bank Fees
Bank fees are charged by specialized banks or processing companies that create programs for tax preparers and clients. Tax Tech Unlimited recommends Santa Barbara (TPG) and EPS, both of which are reputable and reliable providers. Note: Withholding fees from a client’s refund is illegal unless done through a licensed service provider.
CLIENTS
Immediate Tax Refund
No Upfront Costs for Tax Preparation Services
Flexible Refund Options (e.g., check, debit card, direct deposit)
Access to Loans Based on Expected Tax Refund Amount
Benefits of Offering Bank Products
Curious about bank products? Check out this video for more information!
TAX PREPARERS
Fast Payment for Your Tax Preparation Services
Enhanced Client Satisfaction with Various Tax Solutions
Higher Earnings Through Bonuses
Additional Tax Services for Existing and New Clients
Both clients and tax preparers benefit significantly from offering bank products. Clients receive their tax refunds sooner, while tax professionals also get paid faster. After preparing your clients' taxes and confirming their refunds, you can present a bank product for immediate access to funds. Tax refunds typically process within seven to 21 days, depending on the e-filing method chosen.
By offering a bank product, you can avoid asking clients for upfront payment for your services. Instead, you can withhold your fees from their refunds.
Clients may also need quick loans for immediate expenses, and as a tax preparer, you can provide loans based on their refund amounts. This not only generates additional revenue for your business but also helps meet your clients' financial needs.
Faster payment is just one advantage of offering these products. With quick tax solutions, you can enhance client satisfaction, leading to more referrals. That’s why many tax preparers opt for professional software that includes bank products.
Moreover, selling a high volume of bank products allows you to increase your earnings. Once you reach 50 or more bank products, Tax Tech Link will pay you for every tax refund you handle moving forward.
CLIENTS
Immediate Tax Refund
No Upfront Costs for Tax Preparation Services
Flexible Refund Options (e.g., check, debit card, direct deposit)
Access to Loans Based on Expected Tax Refund Amount
Benefits of Offering Bank Products
Curious about bank products? Check out this video for more information!
TAX PREPARERS
Fast Payment for Your Tax Preparation Services
Enhanced Client Satisfaction with Various Tax Solutions
Higher Earnings Through Bonuses
Additional Tax Services for Existing and New Clients
Both clients and tax preparers benefit significantly from offering bank products. Clients receive their tax refunds sooner, while tax professionals also get paid faster. After preparing your clients' taxes and confirming their refunds, you can present a bank product for immediate access to funds. Tax refunds typically process within seven to 21 days, depending on the e-filing method chosen.
By offering a bank product, you can avoid asking clients for upfront payment for your services. Instead, you can withhold your fees from their refunds.
Clients may also need quick loans for immediate expenses, and as a tax preparer, you can provide loans based on their refund amounts. This not only generates additional revenue for your business but also helps meet your clients' financial needs.
Faster payment is just one advantage of offering these products. With quick tax solutions, you can enhance client satisfaction, leading to more referrals. That’s why many tax preparers opt for professional software that includes bank products.
Moreover, selling a high volume of bank products allows you to increase your earnings. Once you reach 50 or more bank products, Tax Tech Link will pay you for every tax refund you handle moving forward.
How Can I Qualify to Offer Loans Up to $7,000 to My Clients?
To qualify for offering loans, TPG and EPS will conduct background checks on you and your office.
If you’ve previously offered bank products, they will review your transaction volumes and funding history from prior years.
For newcomers to the industry, EPS is an excellent choice, providing reliable banking solutions for first-time tax preparers.
How Can I Qualify to Offer Loans Up to $7,000 to My Clients?
To qualify for offering loans, TPG and EPS will conduct background checks on you and your office.
If you’ve previously offered bank products, they will review your transaction volumes and funding history from prior years.
For newcomers to the industry, EPS is an excellent choice, providing reliable banking solutions for first-time tax preparers.
What Can I Get?
Offer Clients Faster Tax Refund Options
Enhance client satisfaction by providing quicker refund solutions and additional banking services, such as loans. Clients can receive their refunds as soon as the same day, without waiting for IRS processing.
Increase Earnings with Tax Tech Link Cash
When you fund over 50 bank products through Tax Tech Link and TPG, you’ll earn rebates.
Get Tax Tech Link Professional Tax Software for FREE
Reduce operational costs by funding more than 30 bank products with Tax Tech Link and TPG. This allows you to access essential tax software for your business at no cost while providing more financial solutions to your clients.
What Can I Get?
Offer Clients Faster Tax Refund Options
Enhance client satisfaction by providing quicker refund solutions and additional banking services, such as loans. Clients can receive their refunds as soon as the same day, without waiting for IRS processing.
Increase Earnings with Tax Tech Link Cash
When you fund over 50 bank products through Tax Tech Link and TPG, you’ll earn rebates.
Get Tax Tech Link Professional Tax Software for FREE
Reduce operational costs by funding more than 30 bank products with Tax Tech Link and TPG. This allows you to access essential tax software for your business at no cost while providing more financial solutions to your clients.
How Can I Earn More with Bank Products?
Charge Additional Fees
Many tax offices charge up to $40 for document preparation fees, which contributes to the misconception that bank products are a “scam.”
It’s important to ensure your clients fully understand what they will receive when they choose bank products.
Reduced Rates and Rebates from Tax Software Companies
Tax Tech Link provides FREE professional tax software when you select TPG as your bank provider and fund more than 30 bank products.
If you fund over 50, you’ll also receive rebates, significantly increasing your profit potential.
With Tax Tech Link and EPS, you'll enjoy lower costs for bank products, allowing you to adjust your document fees for more profit or to attract new clients.
While not all current clients may need bank products, they can help you draw in new ones interested in these services.
If you aren't offering bank products yet, now is the time to consider it for business growth!
How Can I Earn More with Bank Products?
Charge Additional Fees
Many tax offices charge up to $40 for document preparation fees, which contributes to the misconception that bank products are a “scam.”
It’s important to ensure your clients fully understand what they will receive when they choose bank products.
Reduced Rates and Rebates from Tax Software Companies
Tax Tech Link provides FREE professional tax software when you select TPG as your bank provider and fund more than 30 bank products.
If you fund over 50, you’ll also receive rebates, significantly increasing your profit potential.
With Tax Tech Link and EPS, you'll enjoy lower costs for bank products, allowing you to adjust your document fees for more profit or to attract new clients.
While not all current clients may need bank products, they can help you draw in new ones interested in these services.
If you aren't offering bank products yet, now is the time to consider it for business growth!
Get TAX TECH LINK’s FREE Demo
Get TAX TECH LINK’s FREE Demo
Who Are the Partner Banks?
Tax Tech Link recommends two of the most trusted banks to support your tax preparation business. Together, they offer the best bank products for tax professionals.
Santa Barbara TPG
Founded in 1991 and a Green Dot company since 2014, Santa Barbara Tax Products Group (TPG) provides tax-related financial products and services nationwide. TPG focuses on offering value-driven solutions at fair prices to meet consumer needs through a network of tax preparation franchises, independent tax professionals, and online providers. Their headquarters is in San Diego, California.
Tax Tech Link has partnered with TPG since XXXX. The bank fee with TPG is $44.95, along with additional fees from transmitters and service bureaus. Over the past few years, the average fee for a refund transfer has been $92.95 per funded bank product. Your tax office may also qualify for rebates and free software based on transaction volumes.
EPS
Founded in 2009, EPS has processed over $20 billion in financial transactions from its headquarters in Easton, PA. They take pride in having the best development and support teams, delivering innovative and cost-effective payment products. EPS is a product of Pathward..
Refund Advantage
Our Refund Transfers are designed to be simple and affordable, with attractive incentives. Our Refund Advances are recognized for their cost-effectiveness and efficiency. We are dedicated to helping independent tax professionals elevate their tax businesses to the next level!
Who Are the Partner Banks?
Tax Tech Link recommends two of the most trusted banks to support your tax preparation business. Together, they offer the best bank products for tax professionals.
Santa Barbara TPG
Founded in 1991 and a Green Dot company since 2014, Santa Barbara Tax Products Group (TPG) provides tax-related financial products and services nationwide. TPG focuses on offering value-driven solutions at fair prices to meet consumer needs through a network of tax preparation franchises, independent tax professionals, and online providers. Their headquarters is in San Diego, California.
Tax Tech Link has partnered with TPG since XXXX. The bank fee with TPG is $44.95, along with additional fees from transmitters and service bureaus. Over the past few years, the average fee for a refund transfer has been $92.95 per funded bank product. Your tax office may also qualify for rebates and free software based on transaction volumes.
(888) 782-0850
EPS
Founded in 2009, EPS has processed over $20 billion in financial transactions from its headquarters in Easton, PA. They take pride in having the best development and support teams, delivering innovative and cost-effective payment products. EPS is a product of Pathward..
Refund Advantage
Our Refund Transfers are designed to be simple and affordable, with attractive incentives. Our Refund Advances are recognized for their cost-effectiveness and efficiency. We are dedicated to helping independent tax professionals elevate their tax businesses to the next level!
Partner Banks Comparison
TPG ALL-In Value
EPS Lowest Cost
Refund Advantage
Total Client Fees
$93.95
$65.95
$88.95
Available Rebates
Yes (after 50 funded bank products)
No
Yes (after 50 funded bank products)
Get Free Tax Tech Link Software Next Year! (Value: $xxxx)
Yes (after 30 funded bank products)
No
Yes (after 30 funded bank products)
Taxpayer Advances
Up to $7,000
Up to $6,000
Up to $6,000
Marketing Material
Yes
Yes
Yes
Partner Banks Comparison
TPG ALL-In Value
EPS Lowest Cost
Refund Advantage
Total Client Fees
$93.95
$65.95
$88.95
Available Rebates
Yes (after 50 funded bank products)
No
Yes (after 50 funded bank products)
Get Free Tax Tech Link Software Next Year! (Value: $xxxx)
Yes (after 30 funded bank products)
No
Yes (after 30 funded bank products)
Taxpayer Advances
Up to $7,000
Up to $6,000
Up to $6,000
Marketing Material
Yes
Yes
Yes
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