Professional Tax Software & Tax Practice Solutions
Bank Products for Tax Professionals

Bank-Product Options Within Your Professional Tax Workflow.

Explore supported provider options for eligible tax offices and taxpayers, with provider-specific enrollment, eligibility, fees, and terms confirmed before participation.

Provider-Specific OptionsProfessional WorkflowEligibility Varies
Provider Options

Explore Supported Bank-Product Providers

Each provider establishes its own availability, enrollment requirements, eligibility, fees, products, and terms.

01
Provider

EPS

Explore supported EPS bank-product solutions and provider-specific participation information.

Explore EPS →
02
Provider

SBTPG

Review supported Santa Barbara Tax Products Group workflows and provider-specific information.

Explore SBTPG →
03
Provider

Refund Advantage

Explore supported Refund Advantage options and provider-specific participation requirements.

Explore Refund Advantage →
Important: Bank-product availability, eligibility, approval, fees, disbursement timing, enrollment requirements, and terms are determined by the applicable provider. GOTAXTOOLS does not guarantee approval, availability, refund amounts, or refund timing.
A Clearer Process

Know What to Confirm Before Participation

Provider terms can change. Review the current information that applies to your office and clients.

01

Choose a Provider

Explore the supported provider options relevant to your workflow.

02

Review Requirements

Confirm current provider enrollment and participation requirements.

03

Understand Terms

Review applicable fees, eligibility, products, and provider terms.

04

Get Workflow Help

Talk with GOTAXTOOLS about the software workflow and available support.

Questions About Bank Products?

Discuss Your Tax-Office Workflow With Our Team.

We can help you navigate the GOTAXTOOLS workflow and direct you to current provider-specific information.

Talk With GOTAXTOOLS
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How can we help?

Contact GOTAXTOOLS for account, setup, onboarding, and software-workflow assistance.

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