Look out for our Bank Product Enrollment Email in early September!
Want to continue offering your customers refund transfers and cash advances? Then it’s almost time to re-enroll in TaxAct® Professional Bank Products!1 (Yes, you must enroll every year — don’t worry, it won’t take long.)
It’s easy to re-enroll, at no cost to you, and allows your clients to use tax-prep services without paying all the fees upfront.2
Here’s why you should re-enroll today:
- Free Software: Get free software if you file over 400 returns, each with a funded refund transfer.3
- Incentives: Sign up for TaxAct’s incentive program and receive $5 for each new funded refund transfer. 4
- Options: We’ve partnered with 2 financial institutions, so you get your pick.
- Security: You can look forward to being paid in a secure and timely manner.
- Growth: Attract new customers who are unwilling or unable to pay upfront.
Need a refresher? Register for a free webinar!
Also, visit our Bank Products Usage Resource Page to learn what to do next after enrolling.
Call our team at (319) 536-3571 or email email@example.com to learn more about our Bank Products or click below to visit the Bank Products Page.
1Refund Transfers and Cash Advances are fee-based products offered by Republic Bank & Trust Company, Member FDIC or Santa Barbara Tax Products Group, LLC (TPG).
2Refund Transfers are fee-based products offered by Republic Bank & Trust Company, Member FDIC. A Refund Transfer Fee and all other authorized amounts will be deducted from the taxpayer’s tax refund.
Refund Transfers offered by TPG, a Green Dot Company, are deposit products using Civista Bank, Member FDIC, that enable certain deductions from the account to be processed. Refund Transfers are not loans. Tax refund and e-filing are required in order to receive Refund Transfer. Fees apply. Terms and conditions are subject to change without notice.
ERO must be enrolled for Republic Bank’s Refund Transfer Program to offer the Easy Advance programs. Cost to ERO per approved Easy Advance, if any, will be deducted from ERO tax preparation fees and cannot be passed to the taxpayer. If a customer does not choose a Refund Transfer, disbursement options are direct deposit or prepaid card. Net Refund refers to the taxpayer’s expected refund amount after deduction of all fees.
ERO must be enrolled for TPG’s Refund Transfer Program to offer the Fast Cash Advance program. Cost to ERO per approved Fast Cash Advance, if any, will be deducted from ERO tax preparation fees and cannot be passed to the taxpayer. If a customer does not choose a Refund Transfer, disbursement options are direct deposit or prepaid card. Net Refund refers to the taxpayer’s expected refund amount after deduction of all fees.
3Free software for TY23 after doing more than 400 funded Refund Transfers with TaxAct Professional software during TY22.
4Must opt-in to TaxAct incentive program by 12/31/2022, by going to https://proadvance.taxact.com/refund_transfer_incentive_enrollment/ and providing a W9. If you’re a new TaxAct Professional customer, the $5 incentive starts with your first transfer. As a previous customer, you will receive the $5 incentive once you exceed the number of funded refund transfers you completed for TY21. To be eligible for the $5 per funded refund transfer for TY22 you must be enrolled and approved through one of our participating banks to offer refund transfers. For further details, please call (319) 536-3571.
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 offers to you. TaxAct is not a party to any transactions you may choose to enter into with these third parties, does not itself offer legal, financial, or investment advice, and disclaims any liability arising out of such transactions. Please see www.republicbank.com/home/home & www.sbtpg.com for terms and conditions.