Bank Products

Streamline Your Refund Management

What Are Bank Products?

Bank products allow tax professionals to simplify payments by deducting preparation fees directly from taxpayers’ refunds. This eliminates the need for upfront payment, making tax preparation more accessible and hassle-free for clients.

Do You Need to Use Bank Products?

While not mandatory, bank products can add significant value to your business. These services streamline payment processing, enhance client satisfaction, and help your business stand out with added flexibility and benefits.

How Do Bank Products Work?

When a client’s IRS refund is processed, the funds are routed through the selected tax bank. Preparation fees are automatically deducted and deposited into your account. The remaining refund is issued to the taxpayer via direct deposit, check, or debit card—providing a smooth and efficient payment solution.

How Bank Products Enhance Your Business

With bank products, you save time and effort in collecting payments while ensuring timely compensation for your services. These products also offer clients added convenience, boosting their trust in your services and setting you apart from competitors.

Exclusive Programs and Benefits

Cash Advances

Instant financial support for clients awaiting refunds.

Seasonal Loans

Pre-season, in-season, and start-up loans to help businesses and clients manage their finances efficiently.

Flexible Disbursement Options

Choose from checks, debit cards, or direct deposits based on client preferences.

Contact Us

Our Trusted Banking Partners

Higher Level Tax Software partners with top-tier financial institutions to ensure a seamless experience:

Founded in 1991, Santa Barbara Tax Products Group (sbtpg) became a Green Dot company in 2014. We serve consumers nationwide with tax-related financial products and services that provide value, are fairly priced and satisfy consumer need. We offer tax-related financial products through a network of tax preparation franchises, independent tax professionals and online tax preparation providers.

Our primary focus at Refund Advantage is helping the independent tax professional take their business to the next level by increasing revenue, decreasing expenses, while attracting and retaining clients.
Our All-In-One approach simplifies the tax refund payment process by offering consistently priced Refund Transfers’, Taxpayer Advance Loans with no-cost options for the taxpayer and no in-season marketing fee option for EROs, and exceptional customer support in both

Republic Bank’s Tax Refund Solutions is here to help! With over 25 years of experience in the e-file industry, Republic Bank is a trusted and proven provider of tax refund related bank products. Republic Bank’s Easy Advance (EA) gives your customers the option to apply for a loan secured by their tax refund and if approved, get their money as soon as the same day!