Getting Started with Refund Transfers and Other Bank Products
All enrollment data will be collected via the support site saving you time during the bank set up process. To make the process easier, you will only have to visit your preferred bank’s website to complete your compliance testing. Take full advantage of all of your preferred bank's offerings such as pre-season loans, approval on offering pre-acknowledgment loans and timely delivery of your supplies.
Get started with these 5 steps:
- Log in to the relevant site below and click on Refund Settlement Solutions under Account Services:
- ATX users: support.atxinc.com
- TaxWise users: support.taxwise.com
- Complete the Enrollment Agreement
- Complete Office Info
- Select your Providers and Complete Provider Info
- Send Applications
Once the bank approves your application, your status will be updated on the Support Site.
If you have any questions regarding this enrollment process, please reach out to our Customer Support team at 866-641-9473.