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
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
Bank Products Talk with Santa Barbara TPG
Bank Products Talk with Refund Advantage
Preparing your Tax Business to Move Forward in 2021
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.