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A Tax Pro Guide to Refund Transfers [Infographic]

Daphne Veras on Dec 19, 2014

Retaining 100% of its clients is every small business dream. As a tax professional, with only 3 months to make most of your revenue, you have your work cut out for you when it comes to client retention. And of course having minimal interaction with clients during the year does not make it any easier.

Simply providing basic tax preparation services is no longer sufficient. As competitors enter your market, it’s crucial that you are the most innovative tax professional on your block and that you NEVER have to turn away clients for not having enough money to pay for your services upfront.

Fortunately, we are here to help. We’ve created an infographic to give you a snapshot of how tax refund bank products work and the benefits of offering them in your office for you and your clients. 


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Top 10 Questions to Ask Refund Transfer Providers

Daphne Veras on Aug 13, 2014

As discussed in a previous blog post, bank product providers serve a vital function during tax season.

So how does today's tax preparer sort through the noise and find the right bank product provider for his/her business? Well, we've worked hard to assemble these top 10 questions to help you in your research. Your mission, should you choose to accept it, is to read this post!

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What are Refund Transfers?

Daphne Veras on Jun 10, 2014

Refund Transfers Empower Tax Professionals

This post is intended for the tax preparer, regardless of experience, who is interested in learning more about “tax refund bank products,” or “bank products” for short. To understand bank products, it’s helpful to understand what happens at the tax office.

When engaging a new client, a tax preparer will typically ask for upfront payment and, in rare cases, a tax preparer may decide to assume a credit risk by preparing the taxes anyway and collecting payment at a later date. Simply put, a bank product is a third option which allows a tax preparer to collect payment from a taxpayer’s refund with the assistance of a trusted financial services provider.

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