(Contact-less) Tax Preparation Fee Payment Options

Do you need new contactless ways to collect your tax preparation fees? We have you covered with the most settlement solution offerings in the industry; ranging from traditional refund transfer products, low cost options and programs to help you collect your tax prep fees at no cost to your taxpayer.

Refund Transfer Products

Taking advantage of these bank product options will not only benefit you with an easy payment solution and through substantial fee-based revenues, but they will benefit your clients as well. Refund transfer products enable you to get your clients their money quickly and securely. They also limit your clients’ up-front expenses by having their tax preparation fees automatically deducted from the refund.

Benefits of refund transfer products:

  • No more postdated checks or invoicing customers
  • Collect your tax preparation fees directly from your clients’ refunds
  • Allow your customers to take advantage of competitive Refund Advance products
  • Easy check printing

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

Traditional Refund Transfer Solutions:

Santa Barbara Tax Products Group®
Partner with the Santa Barbara Tax Products Group (TPG) to attract & retain more clients.

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Republic Bank & Trust Company®
Headquartered in Louisville Kentucky Republic Bank is one of the largest locally-owned community banks, and has been recognized as one of the top performing banks in the nation.

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Refund Advantage®
You have choices, we have solutions! With Refund Advantage, we have created something uniquely different - a refund transfer program that enables you to customize your account in a variety of ways and earn the money you deserve.

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EPS provides a suite of comprehensive refund transfer and payment solutions to manage every financial transaction in your tax office.

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Low Cost and Alternative Solutions:


  • Lets you deduct your tax preparation fees directly from your clients' refunds
  • $15 deducted from tax prep fees, additional fees may apply for certain disbursements
  • Available in TaxWise® and ATX™
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A preparer payment solution that combines three low cost refund options under one brand.

  • Low Cost: 3Fund leads the industry with affordable refund disbursement products. There's no Technology Fee
  • Easy to Offer: 3Fund is seamlessly integrated into your TaxWise software
  • Reliable: You can depend on us to deliver the refund experience you, and your clients, expect and deserve. TaxWise has been processing electronic tax returns and refund transfer products for years. Nobody has more experience or does it better than us!
  • Available in TaxWise® and ATX™
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