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.

Bank Product Webinar Schedule

Hosted every Wednesday, September 27th through December 20th, for the TY23 season. Times will alternate each week, to ensure as many people as possible are able to join us for each webinar. Registration links will be available soon – stay tuned.

September 27th, 11:00 AM CT

October 4th, 2:00 PM CT

October 11th, 11:00 AM CT

October 18th, 2:00 PM CT

October 25th, 11:00 AM CT

November 1st, 2:00 PM CT

November 8th, 11:00 AM CT

November 15th, 2:00 PM CT

November 29th, 11:00 AM CT

December 6th, 2:00 PM CT

December 13th, 11:00 AM CT

December 20th, 2:00 PM CT

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.