Bank products—also known as refund transfers—are a simple, effective way for tax preparers to get paid on time while giving clients a convenient option to cover fees. Instead of billing clients directly, your tax preparation fees are automatically deducted from their refund. This means no chasing invoices, no delays, and guaranteed payment as soon as the refund is funded.

With Pioneer Tax Software’s bank products, payments don’t just get simplified—they come with unlimited rebate potential and even the chance to receive next year’s software at no cost. By partnering with leading banks like Refund Advantage, Santa Barbara (TPG), EPS, and Refundo, we ensure smooth, secure, and fully integrated transactions.

For tax preparers who want faster payments, fewer headaches, and happier clients, bank products are the smart solution. Contact Pioneer Tax Software today to learn more.