Built for EROs
Bank Products for Tax Preparers — Refund Advances & Transfers
Offer the bank products your clients expect — refund advances, refund transfers, backend fees, and identity protection — all inside one $399 ERO software package.
Bank Products Included
Everything Tax Preparers Need to Offer More
Refund Advances
Give clients early access to a portion of their expected refund before the IRS pays out — a major selling point during tax season.
Refund Transfers
Have refund proceeds sent to a settlement account so you can collect your prep fees upfront without handling cash or checks.
Identity Protection
Built-in identity protection helps keep client data safe and adds confidence when offering financial products.
Taxes To Go Mobile App
Clients upload documents and check status from their phone, so the bank-product workflow moves faster.
Why Bank Products Matter for Your Tax Office
Clients increasingly expect refund-related financial products. When you can offer refund advances and transfers, you close more returns and collect fees more reliably — without chasing payments.
- No per-return software fees
- Backend revenue on funded bank products
- Refund advances your clients actually want
- Refund transfers for easy fee collection
- Dedicated tech support all season
- Back office training included
One package, all included
$399
Tax software + bank products + support. No per-return fees.
Questions About Bank Products
What bank products for tax preparers are included?
Z&H Tax Pros Software includes refund advances, refund transfers, backend fee collection, and identity protection — all managed inside the same platform.
Do I need a separate bank-product provider?
No. The bank products are bundled with the $399 software package, so you don't have to negotiate or manage a separate provider relationship.
How do refund transfers help my office?
Refund transfers let you deduct your tax-prep fee directly from the client's refund, so you get paid without waiting for the client to pay out of pocket.
Are refund advances safe for my clients?
Yes. Advances are based on the client's expected refund and handled through regulated bank-product workflows with identity protection built in.
Ready to Offer Bank Products This Season?
Join tax preparers using Z&H Tax Pros Software to deliver refund advances, transfers, and professional tax prep from one platform.
Zhvirtualassistant@gmail.com