Bank Product Integration

The ability to provide a variety of options for the payment of your preparation fees, as well as provide other financial products your clients may be interested in, is important to many tax professionals. Many look to bank products to provide that flexibility.

We are happy to announce that we will be adding a complete integration with EPS Financial Services for the 2020 tax year along with Refund Advantage and Santa Barbara-TPG. We were very sad to hear that River City Bank, a long-time partner, would no longer be providing services to tax professionals after the 2019 season. We encourage you to review each of the bank’s offerings and prepare yourself to enroll through your 2019 Wintax 1040 program by the end of October. We will send an email to let you know when they are open for submission.