The Basics of Using Bank Products

Are you new to Bank Products and have some questions? If so this webinar is for you! We will be covering the foundational information relating to offering Bank Products to your tax prep clients. Did you know that the IRS has stopped issuing tax refunds via paper checks? This can be an issue for taxpayer who do not have bank accounts; Bank Products can be the answer to this problem! Bank Products also allow you to have your preparation fees withheld from client tax refunds, get refund $ into your clients hands early, print refund checks in your office, issue tax refunds to pre-paid debit cards. This webinar will cover best practices for offering bank product refund options to your clients this tax season. We will discuss Refund Advances both Preseason and In-Season, taxpayer qualification, pricing, compliance issues, necessary authorization documents, and cover some traditional misconceptions!