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The Basics of Using Bank Products

December 30, 2021 @ 2:00 pm - 5:00 pm EST

Are you new to Bank Products and have some questions? If so, this webinar is for you! We will be discussing the foundational information relating to offering Bank Products to your tax prep clients. Did you know that Bank Products 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.
This webinar is intended for general training on bank products and how they are used in the tax preparation industry, and does not produce IRS or State level continuing education credits. This webinar will last approximately 1 hour and will provide for a live Q&A session upon conclusion.


December 30, 2021
2:00 pm - 5:00 pm EST