Collections made simple. Client payments made convenient.
ProSeries QuickCollect
Available for Intuit ProSeries Tax only
Advantages of QuickCollect
Business growth
Accept more clients, including those you would typically turn away.
Payment assurance
Reduce the risk of slow- or no-pays by having your fees taken out of the refund.
Fast collections
Save time by reducing collections work.
How it works
Answer simple questions
Enroll with TPG 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.
Review your forms
Prepare the return the 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.
We e-file and mail your forms
Sit back and wait for the funds to be deposited into your account, typically within 10-21 days. If your client does not have a bank account, you can choose the Refund Card option provided by TPG.
Sign up for QuickCollect today
Offered in partnership with Santa Barbara Tax Products Group (TPG), QuickCollect for ProSeries 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 isn't a loan or refund transfer.
Looking for a refund transfer program?
Check out Pay-by-Refund for peace of mind.
Worry-free payment
Your clients don't have to worry about paying for their tax prep fees out-of-pocket, and tax pros get paid faster and efficiently with Pay-by-Refund.
Easy sign-up
You can choose to enroll for Pay-by-Refund at your convenience, either through your My Account login or within your software (ProSeries, Lacerte, or ProConnect).
Identity theft protection
Your clients are automatically enrolled in ID Theft Protection from IDNotify by Experian. It includes full support if a return is fraudulently filed in your client’s name, and covers up to $1million in insurance to replace stolen funds.
Bank partners
Pay-by-Refund is available through Refund Advantage and Santa Barbara Tax Products Group, and offers cash advance loans up to $1,000 per taxpayer.*
Tax prep fee payment option
Common questions about QuickCollect
Additional professional tax software integrations
Extend the functionality of your professional tax preparation software with these time-saving tools.
Intuit Tax Advisor
Included with:
ProConnect Lacerte
The only integrated tax advisory tool where you can access a library of tax strategies to build custom tax plans in minutes, not hours.
Hosting
Available for:
Lacerte ProSeries
Work-from-anywhere capabilities mirror your desktop setup for a seamless integrated workflow. Plus, attract top talent with remote access.
eSignature
Available for:
ProConnect Lacerte ProSeries
Digital signing solution where you can manage signatures right within your tax software, and clients can sign whenever and wherever they want.
