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Bank Products

Stand Out From The Rest, Attract New Clients , and Increase Revenue with Keystone's Bank Product Program !

Effortless Payments, Swift Advances up to $6,000!

Banking Solutions for Tax Preparers

Simplify Client Payments for Tax Preparation Fees

Use bank products & never pay for tax software again

Bank products, also known as refund transfers, are a valuable solution that tax preparers can offer to their clients. These products allow your clients to have your tax preparation fees deducted directly from their refund. This can be especially helpful when clients do not have the funds to pay your fees upfront.
In addition to the benefits we have already mentioned, we incentivize tax preparers who offer bank products to their clients with unlimited rebate potential and the ability to get free tax software the following year. You may never have to pay for tax software again by offering bank products. This is a win-win for everyone. Not only does it guarantee you are always paid without hassle, but it gives your clients convenient ways to receive their tax refunds quickly.
Without bank products, tax preparers may send numerous invoices and wait weeks or months to receive payment. However, with the help of Keystone Tax Solutions, you can split your client’s refund into two payments: directly to them and to you for your tax services.
Our software partners with a bank such as Refund Advantage, Santa Barbara(TPG), EPS, and Refundo to allow your clients to have your tax preparation fees withheld from their refund. Your clients will never see the fees leave their pocket, and you can get paid as early as the time the return is funded. Plus, these bank products are fully integrated with Keystone Tax Solutions software, making the process even more seamless.
If you’re a tax preparer looking to get paid faster and provide your clients with a convenient payment option, bank products for tax preparers could be the solution you need. Contact Keystone Tax Solutions today to learn more.

Who are the Banks?

Refund Advantage

Support: (800) 967-4934

Refund Bank

Support: 1 (908) 445-5544

Refund Advantage

Support: (800) 967-4934

TPG Santa Barbara

Support: (800) 779-7228

Earn unlimited rebates using bank products

Client Benefits

No Upfront Tax Preparation Costs

Enjoy the convenience of our tax preparation services without any upfront out-of-pocket costs.

Pre-Acknowledgment Loans

Access pre-acknowledgment loans of up to $6,000 through our trusted partner banks before the IRS verifies and releases your return.

Flexible Refund Options

Choose your preferred method of receiving the refund, whether by check, card, or direct deposit.

Secure Refund Transfers

Rest assured, knowing that your refunds are securely processed and transferred to you.

Preparer Advantages

Streamlined Sign-Up

Experience a quick and easy registration process that takes just a few seconds.

Accelerated Payment Processing

Receive your payments faster than ever before, ensuring swift and efficient transactions.

Competitive Edge

enhance your competitive advantage in the marketplace by diversifying your service offerings and get advances up to $6,000

Customer Attraction

Attract new customers who may be hesitant to pay upfront or prefer alternative payment options

Accelerate Your Payments, Elevate Your Tax Business by Offering Bank Products!

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About

Keystone Tax Solutions is a leader in the professional tax software industry with more than 15 years of experience offering 100% web based tax software while helping thousands of tax professionals start their own tax read more…

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1.800.504.5170
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