BANK PRODUCTS
Differentiate Your Business, Attract More Clients, and Boost Your Revenue with 123 Tax PREP’s Bank Product Program!
Bank Products for Tax Professionals – Maximize Client Satisfaction
123 Tax Prep partners with leading financial institutions to offer secure, compliant bank products. Give your clients fast refund options and add new revenue streams to your practice.
Key Features
- Multiple Refund Options: Direct deposit, checks, and prepaid cards.
- No Upfront Fees: Preparation fees deducted from the refund.
- Fast Funding: Clients receive money quickly and securely.
- Revenue Opportunities: Earn additional income per funded product.
- Compliant & Secure: Meets all IRS and banking regulations.
Bank Product Options
- Refund Transfer
- Prepaid Debit Cards
- Cash Advance Loans
- Holiday Advances
Boost your client experience and your profits.
Preparer Advantages
Effortless Registration
Sign up with 123 Tax Prep in just seconds, thanks to our streamlined onboarding process.
Sign up with 123 Tax Prep in just seconds, thanks to our streamlined onboarding process.
Faster Payment Processing
Benefit from accelerated payment timelines, ensuring you receive your funds promptly.
Benefit from accelerated payment timelines, ensuring you receive your funds promptly.
Gain a Competitive Advantage
Broaden your service portfolio and offer clients advance payments of up to $6,000, setting your business apart.
Broaden your service portfolio and offer clients advance payments of up to $6,000, setting your business apart.
Attract More Customers
Appeal to clients who prefer flexible payment solutions or are reluctant to pay fees upfront.
Appeal to clients who prefer flexible payment solutions or are reluctant to pay fees upfront.
Client Benefits
No Upfront Tax Preparation Fees
Take advantage of 123 Tax Prep’s services with zero out-of-pocket expenses at the start.
Take advantage of 123 Tax Prep’s services with zero out-of-pocket expenses at the start.
Pre-Acknowledgment Loan Access
Qualify for pre-acknowledgment loans up to $6,000 through our reliable banking partners—available before the IRS processes your return.
Qualify for pre-acknowledgment loans up to $6,000 through our reliable banking partners—available before the IRS processes your return.
Multiple Refund Delivery Methods
Select the refund method that suits your client best: check, prepaid card, or direct deposit.
Select the refund method that suits your client best: check, prepaid card, or direct deposit.
Safe and Secure Refund Transfers
Enjoy peace of mind knowing your clients refund is securely processed and delivered.
Enjoy peace of mind knowing your clients refund is securely processed and delivered.