ProSeries® QuickCollect

Collections made simple. Client payments made convenient.

Sign Up For QuickCollect Today

  • Offered in partnership with Santa Barbara Tax Products Group (SBTPG), Intuit ProConnect ProSeries QuickCollect gives your clients the option to pay you out of their refund.
  • They'll get their refund faster and you can rest easy knowing you will get paid at the same time they get their refund. QuickCollect is not a loan or a refund transfer.
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Learn about Pay-by-Refund, where clients pay the Bank Product application fee.

Advantages to You and Your Clients

What's in it for you:

BUSINESS GROWTH

Accept more clients, including those you would typically turn away.

PAYMENT ASSURANCE

Lower risk of slow or no pays by having your fees taken out of the refund.

FAST COLLECTIONS

Save time by eliminating collections work.

IMPROVED CASHFLOW

Receive payment when your client gets their refund.

NOMINAL FEE

Flat $15 fee per transaction is a fraction of the cost of doing collections.

What's in it for your clients:

FAST REFUND

Get refund sooner than traditional mail.

FINANCIAL CONVENIENCE

No out-of-pocket cost to get return done.

TRUSTED ACCURACY

Confidence because you prepared their return.

How It Works

 

ProSeries QuickCollect is offered in partnership with a bank product but it is NOT a loan. You simply pay the bank a flat fee to withhold your preparation fees from the client's refund and then distribute the balance of the refund to your client as a direct deposit.

1

Enroll with SBTPG from within ProSeries by late December to ensure you are all set when the season starts. There are no sign up fees and no obligation to sign up. SBTPG Enrollment Information

 

 

2

Prepare the return same as always. The only difference is to check the "QuickCollect" option before e-Filing the return. Then have the client sign the release form provided by the bank.

 

 

3

Sit back and wait for the funds to be deposited into your account, typically within 10-14 days. If your client does not have a bank account, you can choose the Refund Card option.

 

 

No Sign-up Fees. No Obligation.

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Frequently Asked Questions