A better way to get paid.  It's as easy as 1, 2, 3

In 2014, almost 80 percent1 of federal returns resulted in a refund.  Pay-by-Refund provides a better way to service these clients.

 

1

 

ZERO OUT OF POCKET

Your refund clients can pay nothing out-of-pocket to get their taxes prepared, no bank account required.

2

 

STREAMLINE RECEIVABLES

Reduce time spent invoicing and collecting receivables since your fees are paid directly out of your client’s refund.

3

 

MAKE MORE MONEY

Earn $10 for each funded Pay-by-Refund transaction2.  And, for every IRS refund added onto a new American Express Prepaid Card set up through Lacerte or ProSeries, you can earn an additional $153.

How Pay-by-Refund helps you...

BUSINESS GROWTH

Offering alternative payment methods can attract new customers and creates more satisfied clients — leading to more referrals to grow your practice.

NO INVOICING

Your payment is automatically deducted from your clients refund, streamlining receivables and reducing your collection efforts.

CHARGE LESS, MAKE MORE

With our incentive programs you can make more money without having to charge clients more. 


How Pay-by-Refund benefits your clients...

NO CHECKS TO WRITE

No out-of-pocket costs for your clients to get their return done and no additional delays in receving refunds.

 

 

NO UNNECESSARY FEES

Client keeps more of their hard earned money. No additional unnecessary fees charged (like transmitter, technology access or eFile fees) that can eat up refunds.  

PEACE OF MIND

Your clients can rest assured because a true professional prepared their return with an IRS approved disbursement method.

 

Pay-by-Refund is compatible with each of these products

Lacerte Tax

ProSeries

Intuit Tax Online

 

Request a FREE consultation and see how much more money you can make with Intuit Pay-by-Refund


Call us at (888) 789-0174

 

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Important offer, pricing details & disclaimers
  1. Per IRS, http://www.irs.gov/uac/SOI-Tax-Stats-Tax-Stats-at-a-Glance. 
  2. Offer is available for current ProSeries and Lacerte customers only for a limited time only. Credit applies to refund transfers through participating banks only. You must adopt industry RT best practice principles by charging customary and reasonable processing fees to be eligible. Earn a $10 credit for every federal refund transfer funded through a participating bank from 1/1/16 thru 4/30/16 beyond the number of RT funded from the prior tax year. Credits will be delivered from participating banks by 5/31. 
  3. Offer only available to valid license holders of Intuit's ProSeries or Lacerte products. Requirements to receive $15 from Intuit: (1) successfully register with American Express via ProSeries or Lacerte to offer American Express Serve® Card (“Card”), (2) obtain the client's acceptance of the Card terms and conditions and consent to submit the card registration, (3) registration must be initiated via ProSeries or Lacerte and approved by American Express by May 15, 2016 and (4) a Direct Deposit of tax refunds totaling $15 or more must be made to the new Card. Joint filers are considered a single client making you eligible for$15 only. No payment shall be made for rejected card registrations or tax filings. Limit of $15 in total incentives per Card. Refunds deposited to existing Cards or any other American Express prepaid product are not eligible. Intuit reserves the right to recoup amounts paid (or may elect to withhold future payments) where fraud or other illegal activity is suspected. Payment provided by Intuit and will be made prior to December 31, 2016.
  4. Transactions at non-MoneyPass® ATMs have a $2.50 American Express Serve fee. ATM operator fees may also apply. See www.serve.com/atm for details.

Terms, conditions, pricing, features and support for all offers subject to change without notice.

  • For Sales:

    (888) 789-0174