Bank products
Bank enrollment, coordinated.
Bank products are offered by third-party banks — not by R&A Pro-Tax Software Solutions™. As your Service Bureau, R&A coordinates the enrollment process, tracks required documentation, and keeps the status on your office record. Approval, product availability, pricing, and terms are decided by the bank.
Request Enrollment InformationAvailable
Bank enrollment coordination
R&A coordinates your bank application as part of office onboarding, with an 8-stage enrollment workflow tracked on your office record.
Optional Add-On
Fee withholding programs
Offered by the third-party bank you enroll with. Availability, eligibility, and terms are determined by the bank.
Optional Add-On
Refund transfer & advance programs
Bank-issued products. R&A does not fund, approve, or guarantee any advance or refund product.
Available
Enrollment status tracking
Bank enrollment stage, required documents, and outstanding items are visible on your office record.
What R&A does — and does not — do.
- R&A does: coordinate your bank enrollment, collect and track required documents, escalate to the bank when needed, and record status on your office record.
- R&A does not: approve applications, fund advances, set fees, or guarantee eligibility, funding times, or outcomes.
- Sensitive data: banking and identity details are collected through secure onboarding and stored in the encrypted vault — never in operational notes.