Say Goodbye to Paper Checks

Under a new executive order from President Trump, effective Sept. 30, the U.S. Treasury will no longer issue paper checks for disbursements, including tax refunds. How will this impact your business? Leveraging TaxWise® Refund Transfer Solutions (also known as bank products) can help your tax office mitigate the fallout from this change.

Refund Transfer Solutions give tax preparers the ability to deduct preparation fees directly from their clients’ refunds, reducing upfront costs for taxpayers. This helps build client loyalty by attracting and retaining clients while also benefiting from fee-based revenue.

Watch as our expert panelists share insights on the implications of the executive order, lessons from this tax season, the benefits of offering refund transfer products, and off-season strategies to grow your business in 2025 and beyond.

Panelists:

• Jamie van der Hagen — Technology Product Management Director, Wolters Kluwer
• Ian Willison — Division Sales Manager, Wolters Kluwer
• Mandie Schray — Business Development Manager, EPS by Pathward
• Wendy Angel — Business Development Manager, Refund Advantage
• Margie Barito — Republic Bank
• Greg Partington — Business Development Manager, Santa Barbara TPG

TaxWise Bank Partners Include:

• Santa Barbara Tax Products Group
• Republic Bank
• Refund Advantage
• EPS Tax