Training & Certification

Comprehensive training programs to ensure you and your staff are fully prepared.

Ongoing Support

Year-round support from our experienced team whenever you need it.

Marketing Resources

Done-for-you marketing materials to help you attract and retain clients.

Tax Preparation Software

Industry-leading software to prepare federal and state returns accurately and efficiently.

Banking Integrations

Seamless bank product integrations including RALs, RACs, and refund transfers.

Partner Onboarding

Step-by-step onboarding support to get your tax business up and running fast.

Our Services

Everything you need to launch and grow a successful tax preparation business.

Get Paid Faster — Without Chasing Clients

  • Fees taken from refund
  • Up to $6,000 advances
  • No upfront cost to clients
  • Unlimited rebate potential

What It Is

Clients pay fees directly from their tax refund. No invoicing, no collections.

Benefits for You

  • No chasing payments
  • Faster payouts
  • Unlimited rebate potential

Benefits for Clients

  • No upfront cost
  • Up to $6,000 refund advances
  • Flexible payout options
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