Bank Products for Tax Preparers - Downloadable PDF

Understanding the ins and outs of bank products can be difficult! But, it doesn’t have to be. To help our pros understand what tax-related bank products are, why they are important, and why customers want you to offer them, TaxAct Professional has put together a downloadable PDF that breaks all of this down in-depth. That way, you can print this out and easily reference as needed, or even share with your customers should they have any questions. To download this PDF, simply complete the form below. 
Download Our Guide to Bank Products…

Ready to learn more about bank products and how your firm can benefit from offering them next tax season? To access our guide, follow the steps below…

  1. Complete the form below.
  2. Click submit.
  3. Once your form has been submitted, the downloadable PDFs will open in a separate screen on your computer. Simply download and save these guides, so that you can reference them as needed in the future.Bank Products are offered by Republic Bank & Trust Company, Member FDIC or Santa Barbara Tax Products Group, LLC (TPG).

Bank products are offered by Republic Bank & Trust Company, Member FDIC or Santa Barbara Tax Products Group, LLC (TPG). 

TaxAct, Inc. gets fees from some third parties, including Republic Bank and Santa Barbara Tax Products Group, LLC (TPG), that provide offers to its customers. This compensation may affect what and how we communicate Republic Bank or Santa Barbara Tax Products Group offers to you. TaxAct is not a party to any transactions you may choose to enter into with Republic Bank or Santa Barbara Tax Products Group, does not itself offer legal, financial, or investment advice, and disclaims any liability arising out of such transactions. Please see Republic Bank and Santa Barbara Tax Product Group’s websites for full terms and conditions.