Build Your Practice

Explore these additional client services to enhance customer value and build your practice.

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 advances, direct deposit checks (federal and state), and prepaid debit cards.

Current bank partners and products:

EPS Financial – www.EPSTax.net
•    e-Collect fee withholding service
•    e-Advance refund advance
•    e-Bonus refund loan
•    E1 prepaid card

Refund Advantage – www.refund-advantage.com
•    Refund Advance
•    Refund loan
•    FasterMoney prepaid card

Refundo – www.refundo.com/now
•    Refund loan
•    Netspend card

Republic Bank – www.republicrefund.com
•    Easy Advance
•    NetSpend prepaid card
•    Walmart Direct2Cash

River City Bank – www.rcbtaxdivision.com
•    Refund Advance
•    Prepaid Card
•    Walmart Direct2Cash

Tax Products Group – cisc.sbtpg.com
•    Pre-ack refund advance
•    Refund loan
•    WalMart MoneyCard
•    Walmart Direct2Cash

Accounts Receivable Products

EPS Direct Pay
New for 2020,  the EPS Direct Pay program is a simple and streamlined way to collect tax preparation fees from a taxpayer’s refund. The Direct Pay program is designed for the tax office that does not offer traditional tax refund bank products. Now you can offer your customers the convenience of having their tax preparation fees withheld from their refund prior to being direct deposited into their bank account.

  • The fee is $12 per taxpayer, and is paid for by the tax preparer, similar to credit card processing.
  • The program only offers direct deposit into the taxpayer’s bank account; there are no check or card disbursements.
  • Taxpayer advances and any add-on fees or franchise/network fees are not available with Direct Pay.

TPG Fee Collect
TPG now offers a Fee Collect program for collecting tax preparation fees.

  • The fee is $15, and is collected from the tax preparation fees that will be shared with SBTPG.
  • Disbursement is limited to direct deposit or a Walmart MoneyCard.
  • The program is only valid for RT (Refund Transfer) products.
  • No advances are available with the program, and no additional fees can be charged (Drake add-on, document prep, or franchise/network fees).
  • The SPA (Software Purchase Assistance) program is not available with Fee Collect.

For more information about these products or to sign up, sign into eom.drakesoftware.com and select Enrollment > Accounts Receivable Products.

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

Tax-Smart Financial Services

Avantax Wealth Management can help you leverage your tax expertise and your knowledge of your clients’ situations to help them plan a tax-advantageous future. Avantax has helped thousands of tax professionals realize their potential through adding financial services to their tax practices. It provides:

  • Technology – Tools like the 1040 analyst that helps you analyze Form 1040 to provide financial advice and tax-smart tools.
  • Education and securities licensing – Avantax helps you identify the appropriate tests and testing center, and provides study materials to help you pass the test on the first try.
  • Tax-smart community – Avantax's conferences and chapter meetings provide quality face time and foster a close-knit, supportive community.
  • Support – Get access to knowledgeable consultants with a wide range of experience in retirement planning, estate planning, insurance and practice management.

You will receive service and support from Avantax Wealth Management, delivered with the same level of passion and commitment as you serve your clients.

Learn more about helping your clients pursue their financial goals through tax-smart planning and investment management.

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.

Financial Planning Services

The Business Planning Group lets you help clients with other financial areas, such as retirement planning, estates, or business succession planning. When you set up a free consultant relationship with the Group, it acts as an extension of your firm, with as little or as much interaction with your clients as you like.