Choose your starting point.

Paying upfront vs. paying from the refund. Your package covers your software and support. Separately, if you offer bank products, your client may choose to have your prep fee deducted from their refund instead of paying upfront. That option carries a bank fee paid by the taxpayer, requires bank approval, and must be disclosed clearly — never required, and never described as "free." Refund-transfer and fee-deduction products, if offered, are provided by an approved bank partner and are subject to eligibility, approval, program terms, and fees. Bank partner and specific terms will be confirmed before enrollment.

Not sure which fits? Choose "Help me choose" on the application and we'll recommend a package based on your experience, expected return volume, and whether you plan to add preparers. Get a recommendation →