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Bank Products & Enrollment

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Professional Editions – Republic Bank Setup

With TaxAct Professional Edition, you can offer bank services through Republic Bank; however, you must first establish an account with the bank. Deadlines for applying with Republic Bank can be found via TaxAct’s Republic Bank product page. If you miss the bank application deadline, you can still provide tax preparation services with TaxAct, but you’ll […]

Bank Product Option for Client Return – Professional Editions

Bank products are services that tax preparers can offer to their clients. Cash Advances are loan products for taxpayers that are secured by their tax refund. With an Easy Advance from Republic Bank or a Fast Cash Advance from Santa Barbara TPG, you can provide a loan to your customers before e-file starts. The TaxAct […]

Santa Barbara Tax Products Group (TPG)

With TaxAct Professional Edition, you can offer bank services through Santa Barbara Tax Products Group (TPG); however, you must first establish an account with the bank. Deadlines for applying with Santa Barbara Tax Products Group (TPG) can be found via TaxAct’s Bank Product page. If you miss the bank application deadline, you can still provide tax […]