The Best Bank Products for Tax Professionals
Bank products are client solutions that all tax offices should offer. This benefits the tax office so that you can get paid for your services. They benefit clients as well since you offer a solution for your clients to not pay when they have you do their tax returns....
Understanding Tax Software with Bank Products
As a tax preparer, you may have noticed that some professional tax software products support bank products. Should this feature affect your decision of which tax software subscription to get? How important are bank products? What are bank products? To put it simply,...
What Is a Refund Transfer?
The refund transfer is a deposit product that allows clients to settle their preparation fees or accounting fees without making an upfront payment. Instead of paying you directly for services, the clients agree to have your fee deducted from their tax refund. A refund...