Serve Your Clients

Explore these additional client services to enhance customer value.

Bank Products

Drake provides everything you need to offer bank products, a popular and easy way to add revenue to your tax season, while giving your customers options to receive their refund and pay fees.

Available products vary by provider, but include refund anticipation loans (RALs), direct deposit checks (federal and state), and prepaid debit cards.

Current bank partners and products:

EPS Financialwww.EPSTax.net
•    e-Collect fee withholding service
•    e-Advance refund advance
•    e-Bonus refund loan
•    E1 prepaid card
•    Walmart Direct2Cash

Refund Advantagewww.refund-advantage.com
•    Refund Advance
•    Refund loan
•    FasterMoney prepaid card

Refundowww.refundo.com/now
•    Refund loan
•    Walmart Direct2Cash

Republic Bankwww.republicrefund.com
•    Easy Advance
•    NetSpend prepaid card
•    Walmart Direct2Cash

River City Bankwww.rcbtaxdivision.com
•    FreedomONE refund advance feature
•    ELEVATE Prepaid VISA® Card
•    Walmart Direct2Cash

Tax Products Groupcisc.sbtpg.com
•    Prefund refund advance
•    Refund loan
•    Elevate prepaid card
•    Walmart Direct2Cash

Card Payment Processing

Sign up for the E-Pay Merchard Card Processing program to begin accepting your customers' credit and debit cards as payment for your services.

More information

Audit Assistance

Protection Plus provides Audit Assistance and Identity Theft Assistance to your clients to relieve them of the stress and frustration of receiving a letter from the IRS or state taxing authority or having their identity stolen. As a tax professional, offering Protection Plus to your clients has many benefits:

  • Increase the value of your services
  • Save you valuable time and energy
  • Increase your revenue

Spanish support is available. For more information visit myprotectionplus.com, or at Support.DrakeSoftware.com.

Customer Communications

Versicom Communications offers the following services that help you strengthen customer relationships, improve retention, and grow your business:

  • Return and refund status information by toll-free phone call, website lookup, text message or email.
  • Refer-a-Friend program, putting the power of word of mouth to work for your practice.
  • Touch Point calls – maintain the personal relationship you have with your customers with automated birthday, holiday, and other calls.

For more information, visit abcvoice.com.

Refund Tracking

RefundPoint offers services for giveing your customers tax return and refund status updates, including outbound calls, text messaging, email, toll-free interactive voice response (IVR), and website lookup. There is no software to install or configure and everything is managed online. Once you sign up with RefundPoint, you can set up updates for your customer by entering their phone number or email address on the Drake Tax “CALL” screen.

For more information, visit RefundPoint.com  or call (888) 848-8877.