With the help of our banking partners, you are able to print Refund Checks and issue Debit Cards on-site, eliminating the wait time. Reduce your customers to just one office visit by issuing Debit Cards.
Refund Transfer Bank Products allow your customers to pay your tax preparation fees from their tax refund, so you never have to leave money on the table.
The process is very straightforward: First, Your customer(s) will select the disbursement method. There are three popular options - 1. Direct Deposit 2. Check 3. Debit Card
Second, you will enter the fee that you want to charge in your software, and that's it! Once the IRS funds the tax refund, the authorized fees are deducted and the remaining refund is disbursed to your customer(s) via the disbursement method chosen.