How the Top 1% of Tax Preparers Will Sell Bank Products in TY2025

As a tax preparer, your role is no longer just about crunching numbers, it's about creating a seamless, stress-free experience for your clients. One powerful way to do that is by offering bank products.

The best tax preparers understand the value of bank product to the health of their business, but struggle to translate that into value for their customers.

Here’s how the best tax preparers sell the value of bank products:

1. Convenience for Clients

Bank products make it easy for clients to file their taxes even if they can’t pay upfront. With Refund Transfer services, clients can have your preparation fees deducted directly from their refund. No out-of-pocket costs mean less friction during the onboarding process and fewer lost leads due to cost concerns.

2. Faster Refund Options

Many clients expect speed, and bank products can offer expedited refund solutions. Through partnerships with banks, you can provide clients with faster access to their funds via direct deposit, prepaid cards, or checks. This can be a major selling point, especially during tax season when timing is everything.

3. Make it Easy

Offering bank products helps you stand out in a competitive market. Clients who experience a smooth, hassle-free refund process are more likely to return the following year. You’re not just providing a service - you’re solving a financial challenge, and that builds loyalty.

4. Become a Trusted Advisor

Many working-class families rely on their tax refunds as a financial lifeline. By offering refund-based payment options, you open the door to clients who might otherwise delay filing or go elsewhere. It’s an inclusive approach that grows your client base and strengthens your reputation in the community.

---

Want to get in touch? Click here to schedule a free 30-min call.

Profit Edge offers a comprehensive suite of tools and support designed to help tax professionals like you thrive. Here's how Profit Edge can assist you:

• Integrated Bank Product Solutions: Seamlessly incorporate bank products into your services, allowing clients to pay fees directly from their refunds and access funds faster. 

• Robust Tax Software: Choose from online and desktop platforms that support all federal and state returns, including business forms.

• Dedicated Support: Benefit from a dedicated Customer Success Manager, year-round support in English and Spanish, and full-service onboarding to ensure your operations run smoothly. 

• Business Growth Tools: Access customized branding, marketing support, and sales strategies to attract and retain clients. 

• Try Before you Buy: We offer a a no commitment free trail of our software options. Try it out to make sure it works for your business.

With Profit Edge, you're not just getting software—you're gaining a partner committed to your success.