Settlement Solutions

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

Benefits of bank 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. Our taxpayer refund advance gets results with loan amounts increased for 2019 and loans available earlier than ever. Get even more attention with free dozens of free digital and print marketing resources that help you stand out.

Give your clients the option to pay for tax preparation with their refund and issue refunds on a Walmart MoneyCard so you don’t have to spend time issuing checks. Get paid in days with our fee advance program, and existing TPG clients can get cash flow help as early as December with Pre Season Funds. With over 27 years of experience, TPG continues to deliver the highest level of customer support, with a reputation for the best program to help tax professionals succeed.

Available in TaxWise® and ATX™.

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3Fund

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 bak products for years. Nobody has more experience or does it better than us!

Available in TaxWise and ATX.

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Republic Bank & Trust Company®

Headquartered in Louisville Kentucky, with 45 banking centers across 5 states and $4.8 billion in assets, 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.

The Tax Refund Solutions (TRS) division and the high quality tax offices that partner with us are important contributors to the success of Republic Bank.

With over 20 years of experience in the e-file industry, Republic Bank is a trusted and proven provider of Refund Transfers and Easy Advances. Through integration with several leading tax software programs and tens of thousands of tax preparation offices across the country, each tax season millions of customers choose a product from Republic Bank for speed, convenience and security.

Available in TaxWise only.

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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. Our primary focus is the Independent ERO - providing options and solutions to help the tax season run smoother for your unique business. We offer incentive programs, ERO and taxpayer loans, a loyalty program, and advanced reporting for the industry and your business.

Available in TaxWise only.

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EPS®

EPS provides a suite of comprehensive refund transfer and payment solutions to manage every financial transaction in your tax office. Our dynamic payments platform delivers tailored options that include the lowest cost refund transfer programs (as low as $0 with e-Collect) as well as taxpayer refund advances (no cost to you, the preparer, with e-Advance). We also offer ERO loans and seasonal-priced credit and debit card processing options. EPS’s next-generation payments platform will empower your tax office with the best payments management solution in the industry.

Available in TaxWise only.

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River City®

River City Bank's long standing reputation in the tax refund settlement industry spans nearly three decades with a focus on commitment to excellence and customer service. The dependability of this organization has been a standard for thousands of preparers across the nation. Our priorities are simple; to provide valuable and cost-effective products and services that EROs and taxpayers need while maintaining a high level of integrity to help protect the nature of the industry. River City Bank remains driven to be the absolute best choice for your most successful banking partnership.

Available in TaxWise only.

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Low Cost and Alternative Refund Transfer Solutions

FeeCollect

Let’s 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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