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
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. 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.
– EPS Financial is a bank product processor that offers
flexible and innovative electronic payment systems
to the tax industry. e-Collect is still the lowest
cost bank product in the industry, including a no-cost
disbursement option. e-Collect allows you to pass
on competitive savings to your customers. New for
2015 is a second program called e-Bonus, still priced
less than the industry average and offering a rebate
to the tax preparer, no minimum products and no negotiating
behind closed doors. By partnering with EPS, you
can provide your business and your clients more choices
Bank & Trust Company – With over 15 years
of experience in the e-file industry, Republic Bank
Tax Refund Solutions is one of the leading national
providers of Refund Transfers (RTs). Republic Bank
is partnered with several major tax software providers
and thousands of professional tax preparation offices
across the country. Each tax season, millions of customers
choose a Refund Transfer from Republic Bank to receive
their refund quickly and conveniently while paying
tax preparation and other fees with their refund.
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 professionals who demand the latest technology,
personable customer service and innovative products,
choose Refundo. Leading the pack on the technology
front, Refundo provides tax professionals with a bank
product-processing platform that minimizes your costs
and facilitates new business. We partner with leading
financial institutions so your customers can cash
their checks for $7 or less nationwide. Refundo also
provides credit card processing for only 2.9% + .30
per transaction. 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 real-time. Our Refundo NOW refund
advance introduces an alternative to the RAL, while
Audit Pros, our audit assistance service, gives you
another meaningful option for your clients. We encourage
you to become more innovative and adaptive in this
always-changing industry. Speak to a Refundo team member and find out how we can help you grow.
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!
1st Money Center
– With two decades of tax and lending experience, 1st Money Center offers products that taxpayers can apply for after their return is accepted by the IRS. As an ERO, you’ll gain increased market share and revenue, while being able to offer customers loans that help them manage and meet their financial needs.
Office must be approved to offer EPS Financial or Tax Product Group products prior
to applying for the 1st Money Center program.