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.
Refund Advantage
Support: (800) 967-4934
Refundo Bank
Support: 1 (908) 445-5544
EPS Financial
Support:
TPG Santa Barbara
Support: (800) 779-7228
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Are you a tax preparer tired of waiting for your clients to pay your fees? Then, look no further than Keystone Tax Solutions bank product solution! 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. As a result, 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 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.
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.
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 could be the solution you need. Contact Keystone Tax Solutions today to learn more.
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…
