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Offer these tax-related Bank Products that are good for your clients and you!

From Refund Transfers¹ to Cash Advances to Software Purchase Assistance⁴, TaxAct® bank products fees are among the lowest in the marketplace.

Call us to learn more (319) 536-3571.

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Pay-by-Refund¹

Give your clients the power to file for $0 upfront.

Clients now expect their tax professional to offer convenient ways to pay by their refund. You get paid for your services in a secure and timely manner while also being eligible for incentives.

Explore Pay-by-Refund

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Cash Advances

Clients are counting down the days to get their refund. With an Easy Advance² from Republic Bank or a Fast Cash Advance³ from TPG, you can provide a loan to your customers before e-file starts.

Explore Cash Advances

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Software Purchase Assistance⁴ Program

Did you do 20 or more funded Refund Transfers¹ (also known as Pay-by-Refund) last tax season? If so, you may be qualified for this program with Santa Barbara TPG. If you did 40 or more, you may qualify with Republic Bank. This program allows you to get your software now and pay later out of your tax preparation fees once tax season begins.

Explore The SPA Program

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Bank Products Guide

Download our Bank Products PDF today and learn how you can leverage bank products that benefit both you and your customers.

Download Now

Have questions or need help choosing?

Call the TaxAct Professional Sales Team at (319) 536-3571 or prosales@taxact.com. They are available weekdays between 8am and 5pm CT.

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 Civista 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.

³ERO 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 prepaid card. Net Refund refers to the taxpayer’s expected refund amount after deduction of all fees.  

⁴Software Purchase Assistance Program (SPA) is offered by Republic Bank & Trust, member FDIC. ERO must be eligible and approved by Republic Bank & Trust.

Advance is subject to approval. Must enroll in Standard Refund Transfer program to qualify; all discount programs offered through TPG are excluded from this program. Software Purchase Assistance advances provided by Green Dot Corporation.

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.