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You don’t have to pay for your tax software upfront.

With the Software Purchase Assistance product, you can pay for your tax software from your tax preparation fees once tax season begins.

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What is Software Purchase Assistance¹ (SPA)?

A SPA, or Software Purchase Assistance Agreement is a loan program in which the bank of your choosing will pay for your TaxAct Professional software. Once next tax season begins, the Bank Product process works as normal except the amount due to your banking partner will simply be deducted from your tax preparation fees until paid in full.

Please review the Software Purchase Assistance Agreements from Republic Bank and Santa Barbara TPG, or contact them directly for repayment information.

Options to fit your practice

TaxAct® Professional has partnered with two different financial institutions for you to choose from.

Santa Barbara TPG Logo

With over 30 years of industry experience, Santa Barbara TPG offers more tools to grow your tax practice.

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Enrollment is open year round.

Republic Bank Logo

Republic Bank has over 25 years of experience in the e-file industry and competitive program features you can pick from.

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Enrollment closes on 5/21/2024.

Have questions or need help choosing?

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

¹Software Purchase Assistance Program (SPA) is offered by Republic Bank & Trust Company, Member FDIC and Santa Barbara TPG, Member FDIC. ERO must be eligible and approved by the bank. Software Purchase Assistance Program (SPA) is offered by Santa Barbara Tax Products Group LLC (TPG), member FDIC. ERO must be eligible and approved by Santa Barbara Tax Products Group LLC (TPG).

TaxAct, Inc. gets fees from some third parties, including Republic Bank that provide offers to its customers. This compensation may affect what and how we communicate Republic Bank offers to you. TaxAct is not a party to any transactions you may choose to enter into with Republic Bank, does not itself offer legal, financial, or investment advice, and disclaims any liability arising out of such transactions. Please see Republic Bank’s website for full terms and conditions.