• 1-855-787-8291
  • support@2EasyTaxPro.com

Bank Products

Fast data entry and smooth data flow make doing bank products simple.
Lowest bank product fee in the industry to increase your bottom line.
Choose from three financial partners with integrated applications.

Bank products made simple and affordable

Bank products are a quick and easy way to add revenue to your tax season, while giving your customers the option to pay tax preparation fees with their refund. 2EasyTaxPro has the LOWEST BANK PRODUCT FEES in the industry. With us, your client pays only a $15 transmission fee per funded bank product*.

Working with our trusted financial partners is easy. Financial product applications are built right into the software.

All information from the application flows directly into the return making it quick and easy to offer your clients the services they need most.

*NOTE: Customers in CT, IL, ME, or NY, please call 855-787-8291 for details on bank product fees in your state.

Simply choose a partner
Choose from three major financial institutions within the program.
Complete the application
Complete the bank enrollment application in just minutes.
Look for your approval
You will be notified of your enrollment on your Dashboard.

What are the benefits?

Bank products provide a variety of beneficial features to tax preparers and taxpayers:

• Attract new clients with additional service offerings
• Maintain a competitive edge in the market
• Let your clients choose the disbursement option that is best for them
• Take the pressure off of clients by eliminating out-of-pocket cost
• Receive your fees directly from your client’s refund
• Eliminate collecting late payments or chasing after clients for non-payment

Our bank product applications are integrated within the program, allowing fast data entry and smooth data flow. Grow your business today, and enjoy this easy payment solution for you and your clients.

Your choice in how to receive your tax refunds

Refund Advance
Client's may receive up to $6,000.
Prepaid Card
Hand clients a card before they leave your office.
Cashier’s Check
Print checks directly from your office.
Direct Deposit
The refund is issued to your client's bank account.
IRS Check
The refund is received in the form of a paper check by mail.

Bank Products