Bank products designed for Tax Preparers can that can improve client satisfaction
A bank product is a disbursement option for your client’s tax refund from federal and state agencies. It’s also known as a Refund Transfer or Settlement Solution.
We understand your need for multiple bank product options.
That is why TBM partners with several industry-leading bank product providers, ensuring our customers always have a variety of funding choices.
We provide more options that will help you to gain and retain more of your clients every tax season.
Use your collected funded bank products to pay for your software and other products we offer.
We provide more options that will help you to gain and retain more of your clients every tax season.
Let's have a conversation about every option we have available to help grow your tax business.
Options
Prepaid Debit Card
Load the refund on a card for secure, fast, year-round use with no check-cashing fees.
Direct Deposit
Send the refund directly to their bank account for immediate access.
Printed Check
Print a good old-fashioned paper check to provide familiarity to those who still want to come by and get something tangible.