Bank Products for Tax Preparers

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To be competitive in the tax preparation business, you must be able to deliver taxpayers the refund solutions they demand, that where bank products come in.

Through Keystone Tax Solutions, you will be able to offer your service without the necessity of the taxpayers paying your tax preparation fee out-of-pocket. Rather, our banking partner will withhold your prep fee from the taxpayers’ refunds and authorize you to print refund checks and issue debit cards from your tax business. In addition, you will be able to offer up to $6,000 Cash Advances to your clients.

Your Clients Refunds Will be dispersed via

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Cutting Edge Tax Software Designed
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Keystone Tax Solutions Software Package

Starting at

$399

Everything You Need To Succeed

Stress Free & Easy!

Are you a tax preparer tired of waiting for your clients to pay your fees? Then, look no further than Keystone Tax Solutions’ bank products for tax preparers! With our bank products, you can offer your clients the convenience of deducting your tax preparation fees directly from their refund.

Gone are the days of sending invoices and waiting weeks or more to get paid. Through Keystone Tax Solutions, you will be able to offer your service without the necessity of the taxpayers paying your tax preparation fee out-of-pocket. Instead, our banking partner will withhold your prep fee from the taxpayers’ refunds, authorize you to print refund checks, and issue debit cards from your tax business. In addition, you can offer up to $6,000 in Cash Advances to your clients. With our bank products for tax professionals, your clients will never see the fees leave their pockets, and you can get paid as early as the return is funded.

Partnering with a bank, Keystone Tax Solutions offers fully integrated tax bank products that make it easy for you to receive payment and for your clients to enjoy a hassle-free experience. So say goodbye to payment delays and hello to seamless payment processing with Keystone Tax Solutions bank products for tax preparers.

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 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.

Benefit to the Client

Benefit to the Preparer