We offer an integrated bank product-processing platform, along with comprehensive training and marketing support, taxpayer advance loans, refund disbursement options, and productivity tools—all designed to help tax professionals grow their businesses and streamline operations.

You can enroll online by completing a brief registration form and purchasing a tier package that best fits your business needs. Once approved, our onboarding team will contact you by email to guide you through software integration, training, and setup.

We partner with and are integrated into more than a dozen leading tax software programs, making it easy for most tax offices to switch or connect with our platform.

Most of our programs have minimal or no setup fees. Details vary by product and partnership level—contact our sales team for specific pricing and terms.

We offer dedicated partner support via phone, email, and live chat. Our experienced representatives are available for extended hours during tax season.

You can choose from several refund options, including direct deposit, prepaid card, or check disbursement—depending on your tax professional’s available services.

A Refund Advance is a loan offered based on your expected federal tax refund. It allows you to access a portion of your refund early, usually within 24 hours of IRS acceptance.

Fees vary depending on the product and disbursement method. Your tax professional will review all terms and fees with you before you apply.

You can check your status anytime using your provider’s online portal or by contacting your tax preparer directly.

If your return has been filed, you can track your refund at IRS.gov/Where’s-My-Refund. For bank product or refund advance inquiries, contact the service provider listed on your documentation.