Sign Up For QuickCollect Today
Learn about Pay-by-Refund, where clients pay the Bank Product application fee.
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.
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
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.
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.