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Filing Tax Returns Using Bank Products

January 4 @ 2:00 pm - 3:30 pm EST

This Webinar will cover best practices for tax preparers offering bank product refund options to their clients. We will discuss traditional bank products, Refund Advances (both Preseason and In-Season), pricing, necessary authorization documents, and how to keep your office in compliance this tax season! We will also get hands on in the tax software and walk through completing a bank application using the newest Tax Year 2023 bank forms for multiple mock tax client scenarios.


January 4
2:00 pm - 3:30 pm EST