Refund Advantage - Experience the Ease of Tax Season
Bank Products for Your Clients
With the Refund Advantage simple ALL-IN-ONE program*, you know what you're getting:
- Consistent and Predictable Pricing
- No Surprises – No Hidden Costs
- Powerful Revenue Incentives
- Business Reporting – more visibility to your business, better insights
- US-based ERO support - NO OUTSOURCING!
With an 88.7% Taxpayer Advance Loan approval rate, we offer better financial flexibility for your business and clients. ·
- No cost Taxpayer Advance Loans from $250, $500 or $1,000
- 36% APR for Advance Loans from $1,250 up to $7000
- Lowest In-Season Advance Marketing Fee, $0 to $34.95
Bank Products for Your Tax Office
Navigating the tax preparation industry can be tricky. But with Refund Advantage, you’re never alone. Here’s how we support you when you need it most:
- December Loyalty Program
- Pre-Season Office Startup Loan
- Software Purchase Assistance
- Fee Advantage®: In-Season Fee Assist
With Fee Advantage® you get 50% of your tax prep fees, up to $300 available at the time of IRS acknowledgements.
Get paid for the work you’ve done with Fee Defender!
By opting for your direct deposit clients into our program, you’ll no longer have to chase down unpaid fees weeks after the IRS Acknowledgement.
More features, more support - Don't settle for less!
Call us today: (800) 967-4934.
To sign up to provide bank products, sign in to the Drake Support website and select Account > Bank Application.
All trademarks not owned by Drake Software, LLC (“Drake Software”) that appear on this page are the property of their respective owners, who are not affiliated with, connected to, or sponsored by Drake Software.
*Refund Transfer is an optional tax refund-related product offered by Pathward®, N.A., Member FDIC. Refund Transfer is not a loan. E-filing of tax return is required to be eligible for the product. Subject to approval. Fees apply. See terms and conditions for details.
Taxpayer Advance Loan is an optional tax-refund related loan provided by Pathward®, N.A., Member FDIC. Program availability and loan amounts may vary. The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. Loans offered in amounts of $250, $500, or $1,000, 25%, 50%, or 75% of taxpayer’s expected tax refund from $250–$7,000. When calculating the loan amount, “expected” tax refund may be affected by any refundable tax credits. Loans in the amounts of $250, $500, and $1,000 have an Annual Percentage Rate (APR) of 0.00%. Loans in the amounts of 25%, 50% or 75% of expected tax refund have an APR of 36.0% with a minimum loan of $1,250.
A marketing fee of $34.95 applies for every approved In-Season Taxpayer Advance Loan. $0 marketing fees require the use of the FasterMoney® Visa® Prepaid Card for disbursement. The FasterMoney Visa® Prepaid Card is issued by Pathward, N.A., Member FDIC, pursuant to a license from Visa U.S.A. Inc. and administered by Refund Advantage, a division of Pathward, and may be used everywhere Visa debit cards are accepted.
Pre-season Office Startup Loan availability dependent on ERO application approval and eligibility criteria. Terms and conditions apply.
FeeDefender is for taxpayers that choose to pay by their tax refund but do not receive enough funding to cover ERP fees. With FeeDefender, Pathward®, N.A., Member FDIC, will directly debit tax preparation fees from these taxpayer’s bank accounts. Fees apply. See terms and conditions for details.