Here's how Pay-by-Refund works.
Give your clients a simple way to pay for your tax preparation without worrying about upfront, out-of-pocket costs. You can use it with Intuit ProSeries Tax, Intuit ProConnect Tax, or Intuit Lacerte Tax.
Your clients who take advantage of Pay-by-Refund will be enrolled automatically in the identity-theft protection program. There's nothing extra for you to do. It's all included.
New options now available.
Pay-by-Refund is available through these participating banks to bring you more choice to fit your practice.
Enrollment is now easier than ever.
Now you can get set up with Pay-by-Refund anytime, online or inside your software. See exactly how to enroll with simple, step-by-step guidelines tailored to you.
Help ease your clients' minds with identity-theft protection included with Pay-by-Refund.
Now your clients can have the convenience of Pay-by-Refund, coupled with strong identity-theft protection and restoration—all designed to bring more peace of mind. Once your clients opt for Pay-by-Refund, they'll automatically be enrolled for these comprehensive services by IDnotify, a part of Experian:
This includes full support in the event that a return is fraudulently filed in your client’s name.
Identity theft insurance
Your clients are covered up to $1 million in insurance to replace stolen funds linked to unauthorized electronic transfers, lost wages, and more.
Dedicated fraud resolution support
Certified identity-risk-management specialists are available to your clients by phone 24 hours a day, 7 days a week, 365 days a year, easily accessible with a toll-free number. Bilingual support is also available.
Make payment easy—for your clients and for you.
It's easy for your clients.
Your clients pay your tax prep fee directly from their refund. So they won't have to worry about coming back to pay you later.
No upfront cost
Your clients can start their taxes right away without paying anything out-of-pocket. The $59.90 fee for Pay-by-Refund with identity-theft protection will be drawn from their refund, along with your tax preparation fees.
Your clients can choose what's easiest for them: direct deposit, check, or prepaid bank card.
It's easy for you.
You can enroll for Pay-by-Refund right from your software (ProSeries, Lacerte, or ProConnect).
Your tax prep fee is paid directly from your clients’ refunds and deposited into your account.
Once you’re enrolled, it takes just a few minutes to arrange payment via Pay-by-Refund for a client.
Customer support is available via phone if you need it.
You might be surprised by how many of your clients are interested.
More and more taxpayers are choosing refund transfers.1
People in tough times
No matter how much money they make, taxpayers can run into tough financial situations. They can lose a job, have a sick family member, or get divorced. With Pay-by-Refund, they won’t have to worry about paying your fee up front.
Some taxpayers just like to get things done and not worry about it later. They value the convenience of Pay-by-Refund.
Many are just getting started and tight on funds. Pay-by-Refund gives you a way to help them without worrying about their ability to pay up front.
Some taxpayers live check-to-check and have to save up to pay your fee. With Pay-by-Refund, they won’t have to wait to get their taxes done.
Some taxpayers have to borrow money to pay your fee, which can be expensive. Pay-by-Refund allows them to pay you without going into debt.
Credit card payers
Carrying credit card balances is expensive and can hurt credit ratings. Taxpayers who pay via Pay-by-Refund instead of credit cards can avoid running up their credit card balances.
Hear from your peers.
“I feel good about offering Pay-by-Refund because it offers me a way to grow my business and take a chance with people who are still my clients today.”
- - Alex Imbronjev, Alex Imbronjev PC, Oswego, IL
“Pay-by-Refund? That was pretty awesome.
It was great to be able to offer that service.”
-– Walter Freeman, Freeman & Associates, Fresno, CA
“The flat rate for Pay-by-Refund is wonderful.”
-– Renard Shelvin, Tax Express, Houston, TX
“I have been using Pay-by Refund for years and will continue to use it. You don’t have to worry about paying upfront for tax preparation services. It’s so much easier.”
-– Michelle Jennings, Pay-by-Refund customer, Bronx, NY
“Using this service means I don’t have to take money from my pocket to pay for something that I will get back anyway. That’s perfect for me. As long as they offer it I will use it.”
-– Savitri Roopchan, Pay-by-Refund customer, Bronx, NY
Get the resources you need to get started with ease.
Sign up to consult with an expert to see if Pay-by-Refund is right for your firm.
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