Integrated Banking Solutions

Refund-Based Payment Solutions

Quality Tax Software provides integrated access to industry-recognized financial institutions that offer refund-based banking solutions for tax professionals. These bank products allow preparers to offer clients the option to have tax preparation fees deducted directly from their refund, subject to bank approval. Our role is to provide secure software integration. All banking services, approvals, underwriting decisions, and funding processes are administered exclusively by the participating financial institutions.

Our Banking Partners

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Refund Advantage

Refund transfer programs and advance loan solutions for independent tax offices nationwide.

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Santa Barbara TPG

Industry-leading refund transfer and taxpayer advance products trusted by thousands of tax professionals.

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Republic Bank

Comprehensive tax refund solutions including refund transfers and preparer fee collection services.