Refund Advantage

Refund Advantage Banks Products Overview

Refund Advantage

Our Refund Transfers are simple, affordable, and offer aggressive incentives, while our Refund Advances get high marks for their cost and efficiency. Our focus is, and has always been, on helping independent tax professional take their tax business to the next level!

To enroll you will log into your account portal with UltimateTax to sign up.

To review the full details for the TPG Program click the button.

Refund Advantage Fees


Bank Fee$39.95
Technology | Transmitter Fee$28.00
Service Bureau Fee$20.00
Total Fees to Client$87.95

All fees above include bank fees, technology/transmitter fee and service bureau fees.

Why Choose Refund Advantage?

Refund Transfers

Easy to use and consistently priced for client convenience

Tax Office Loans

You could get the capital you need to take your business to the next level

Taxpayer Advance Loans

$250-$6,000 for qualified clients and no-cost ERO options


Helping you succeed with customer, marketing, and business support
Refund Advantage

About Refund Advantage?

Our focus is, and has always been, on helping the independent tax professional remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.

If you are already an UltimateTax customer

If you are not yet a current customer… get a free demo to see if UltimateTax is right for you!