Why Bank Products?

Taking advantage of bank product options will not only benefit you through fee-based revenues, but they will benefit your clients as well. Bank products enable you to get your clients their money quickly and securely, while limiting up-front expenses by having their tax preparation fees automatically deducted from the tax refund.

TaxWise offers the largest variety of bank product programs; ranging from low cost options to traditional offerings. We have something to fit your business.

 

Current TaxWise Customers

Simplified Process for Bank Enrollment

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.

"Bank Products are one more important tool to have in your toolbox in order to better serve your clients and grow your business."

- Mauricio Castro, Founder & CEO, Taxes & Products Related

Get Started with Bank Products

CCHFT20 White Paper

Video Resources

Session Recording 1

Bank Products Talk with Santa Barbara TPG
David Kring & Eric King

Watch

 

Session Recording 2

Bank Products Talk with Refund Advantage
Debra Kenemer & Wendy Angel

Watch

 

Session Recording 2

Preparing your Tax Business to Move Forward in 2021
Pre-recorded Live Webinar

Watch

 

Free Marketing Materials in English & Spanish

Session Recording 1

Flyer
3.75” x 8.5”

Download

 

Session Recording 2

Poster
17.5”x 23”

Download

 

Session Recording 2

Table Tent
8.5” x 11”

Download

 

Please note that these marketing assets are designed to print with bleeds; therefore, the print-ready versions aren’t set up for regular sized paper.

Is Your Tax Business Ready for the Cloud?

Tax law continues to change, and the tax industry is evolving. You need to partner with a tax software provider that can support your tax business and your customers – an experienced partner that provides you with advanced time-saving functionality that allows you to prepare more returns in less time, supports your need to work remotely, and helps you move your business forward!

Get the flexibility you need to accurately prepare and file tax returns fast.

Schedule a Consultation