Drake provides everything you need to offer bank products, a popular and easy way
to add revenue to your tax season, while giving your customers options to pay fees
with their refund. We offer several bank partners and products, at no additional
cost to you.
Direct Deposit Check (DDC) – This type of product goes
by various names, depending on the provider: Bonu$ check or RT (Refund Transfer).
This product is not a loan, but it allows you to print a check for the taxpayer
in your office or have it deposited in your client's bank account as soon as the
refund is received at the bank. Again, tax preparation fees can be withheld from
the check and direct deposited into your account.
State DDC – Handle each client's state refund the same
way as federal refunds. You can print the check for that refund in your office or
have it direct deposited into the client's bank account.
Prepaid/Debit Cards – Give clients refunds in the form
of a prepaid or debit card (rather than a check). Products and details vary by provider.
– Choose Advent Financial’s suite of Refund Settlement Products, including the Get
It Prepaid MasterCard®, and watch your business grow! Advent delivers a host of
enterprise-class tax support services and refund settlement products that are fully
integrated with Drake Software. Along with check and direct deposit disbursements,
Advent proudly offers our Get It Card, the industry's leading debit card, created
specifically to save families money. You can provide meaningful savings to your
clients and achieve improvement in office operations, all while earning additional
rebates for your business.
– EPS Financial is a bank product processor that offers flexible and innovative
electronic payment systems to the tax industry. By partnering with EPS, you can
provide your clients more choices and value. The tax industry changes every year
because of shifts in consumer behavior, tax law, regulation and technology. Uncertainty
in the industry limits the number of companies providing innovative solutions. This
environment allows unchallenged growth for companies that seek to provide innovative
solutions. EPS Financial helps tax preparers and tax software developers offer such
innovation, by breaking down barriers to entering the bank product market. Whether
traditional bank products, innovative financial services or prepaid card programs,
EPS can integrate them into your business.
Bank & Trust Company – With over 15 years of experience in the e-file industry,
Republic Bank Tax Refund Solutions is a reliable and experienced bank partner for
your business dedicated to delivering a smooth tax season year in and year out.
Annually recognized as one of the top performing banks in America, Republic Bank
is a stable industry leader that successfully handles millions of taxpayer refunds
each year through over 10,000 tax preparation offices across the country. Several
unique program features provide value to you and your customers including affordable
check cashing options, extensive marketing assistance, comprehensive online tools,
a commitment to responsible business practices and more.
– Tax professionals like yourself, who demand great technology,
personable customer service and awesome products, choose Refundo. Leading the pack on the technology
front, Refundo provides tax professionals with a bank product processing platform that is par none.
Refundo provides 3 disbursement options for your clients: check, direct deposit and the Refundo
Prepaid Visa®. We partner with leading financial institutions so your customers can cash their checks
for $7 or less nationwide. Refundo also provides credit card processing (Visa, MasterCard, Amex, Discover)
for only 2.9% + 30¢ per transaction. New for 2014, our DASH mobile app (available on iPhone and Android)
will help you monitor your business on the go and receive important information right to your phone in
realtime. The only question left to ask now is, “Do You Refundo?”
River City Bank
– River City Bank is part of a banking family that has been serving bank customers
for over 100 years. Its philosophy has always been to offer products people want,
charge a reasonable fee and treat people fairly with the best service possible.
For 20 years River City has been working in the tax preparation industry; supplying
bank products to EROs and their customers.
Tax Products Group,
LLC – Santa Barbara Tax Products Group (TPG) was established in 2010 upon
purchasing the Tax Products Group of Santa Barbara Bank & Trust. Building on a legacy
of over 20 years of industry leadership, TPG, in cooperation with its banking partners,
offers quality financial products to the e-file industry that satisfy consumers'
needs, are priced fairly and provide true value. TPG has established a reputation
for superior customer service and product reliability by investing in long-term
relationships and providing tax professionals with a program to help retain and
grow business for years to come.
– At Refund Advantage, our management team has been industry leaders in the tax refund product
business since 1989, which means you have experience you can trust on your side during tax season.
We work exclusively with independent EROs, where you are our priority. We are committed to
providing you and your customers the best refund product experience possible. Our focus is
personalized service with state-of-the-art technology providing customizable reports, powerful
marketing tools, personalized client retention postcards, extensive taxpayer support options,
affordable check cashing, and many other solutions to help grow your business and compete with
the national chains. Choose from our tax refund product programs and experience the
advantage of Refund Advantage!