Bank Product and Cash Advance Loan Marketing Program


At times, clients may lack the funds to cover preparation fees upon filing. A Bank Product presents a payment solution enabling clients to subtract preparation fees, Bank Product fee, add-on services, and Cash Advance Loan fees directly from their refunds. This process is facilitated through a Refund Transfer selected during software processing. Bank Products are available until mid-October, while the Cash Advance Loan program extends to mid-March. However, using a Bank Product doesn't ensure qualification for a cash advance. The Bank Product fee for this year amounts to $119.95, which encompasses the option for cash advances.


If eligible, the marketing fee for pre-season loan(s) (PreACK) is $75. As tax returns are funded, the bank will retain a portion of each funding until the total marketing fee has been satisfied. This fee will be deducted from preparation fees prior to funding.

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