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:
You can save big with the powerful combination of ProSeries + Pay-by-Refund.*
Get ProSeries, the #1 professional tax software,* at no cost when you qualify and use Pay-by-Refund, our refund transfer program.
You can get ProSeries for free through the Pay-by-Refund program if you do at least 50 returns with refund transfers.
Earn $20 for every qualified federal Pay-by-Refund filed.* There’s no limit to your first-year earning potential.
Help ease your clients' minds with identity-theft protection now bundled with Pay-by-Refund.
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.
Why should I use ProSeries for my refund transfers and software?
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.
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.
Here's how Pay-by-Refund works.
Select your bank
Intuit partners with three banks to process and distribute your clients’ refunds.
File normally and complete the integrated Pay-by-Refund form that’s already in your software.
The IRS will deposit refunds into a temporary account set up by the bank partner you chose.
The bank handles distributing funds according to your Pay-by-Refund instructions.
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.
Make the switch to ProSeries and Pay-by-Refund
- #1 professional tax software*
- Receive $20 for every funded federal
- Make payment easy—for your clients and for you
- Help ease your clients' minds with identity theft protection and restoration included with Pay-by-Refund
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