TaxAct Professional Bank Product Webinars

Bank Product Webinar Schedule

Hosted every Wednesday, October 2 through January 8, for the TY24 season. This year, we will be offering 2 different types of Bank Product webinars, specific to how experienced you are offering these to your customers. New to Bank Products? “Bank Product 101” is the session for you. Already offer Bank Products but want to grow your business? Then we’d recommend attending “Grow with Bank Products” instead.

Bank Products 101

From Pay-by-Refund¹ to Cash Advance2, Bank Product fees offered through TaxAct Professional are among the lowest in the marketplace.

In this webinar, you will learn…

1. How Pay-by-Refund¹ can grow your customer base.

2. About incentives you can earn as a tax professional by using bank products.

3. How you can help those clients counting down the days until their refund comes in with a Cash Advance2.

October 2, 11:00 a.m. CT

October 16, 11:00 a.m. CT

October 30, 11:00 a.m. CT

November 13, 11:00 a.m. CT

December 4, 11:00 a.m. CT

December 18, 11:00 a.m. CT

Grow Your Tax Practice with Bank Products

October 9, 2:00 p.m. CT

October 23, 2:00 p.m. CT

November 6, 2:00 p.m. CT

November 20, 2:00 p.m. CT

December 11, 2:00 p.m. CT

January 8, 2:00 p.m. CT

"After starting bank Refund Transfers (also known as Pay-by-Refund) and Cash Advances, my practice grew from 40 clients to 150 clients all because of the ease of use of TaxAct Professional and offering my clients the opportunity of not having to come up with the money to get their taxes done."

Meet Our Bank Product Expert

Sarah Crouch

sarah.crouch@taxact.com

(319) 536-3589

Bank Products are offered by Republic Bank & Trust Company, Member FDIC and by Santa Barbara Tax Products Group, LLC, (TPG), a Green Dot Company, through Green Dot Bank, Member FDIC.

¹Pay-by-Refund (which refers to Refund Transfers) and Cash Advances are offered by Republic Bank & Trust Company, Member FDIC and Santa Barbara Tax Products Group, LLC (TPG), a Green Dot Company.

Pay-by-Refund refers to a Refund Transfer which is a fee-based product offered by Republic Bank & Trust, Member FDIC. A Refund Transfer Fee and all other authorized amounts will be deducted from the taxpayer’s tax refund.

Pay-by-Refunds 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. Pay-By-Refunds are not loans. Tax refund and e-filing are required in order to receive Pay-By-Refund. Fees apply. Terms and conditions are subject to change without notice.

²ERO must be enrolled for Republic Bank’s Refund Transfer (also known as Pay-by-Refund) 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 (also known as Pay-by-Refund), 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 debit card. Net Refund refers to the taxpayer’s expected refund amount after deduction of all fees.

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 Products Group’s websites for full terms and conditions.