Bank products
Bank products, integrated.
Offer refund advances, fee withholding, and direct deposit through our partner banks — all compliant, all tracked inside your CRM.
Get bank product setupRefund Advances
Same-day refund advances for qualifying clients — boost conversions during peak season.
Fee Withholding
Get paid out of the client's refund. No upfront fees, no collections.
Direct Deposit
Funded directly into client accounts with real-time status in your CRM.
Compliance Tracked
Bank product approvals, audits, and ID verification logged automatically.
What's included.
Multiple partner bank options
Funded return tracking dashboard
Fee disbursement automation
ERO compliance documentation
Real-time IRS ack + funding status
In-CRM client communication