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Trusted Advisor

3Fund™
Meeting your clients’ needs is as easy as 1, 2, 3!

3Fund is a preparer payment solution that combines three low cost refund options under one brand. With 3Fund, you can easily deduct your preparation fees directly from your client’s refund and then give them a choice on how they want to receive their remaining funds; on a prepaid card, printed check or via direct deposit.

Your clients can choose the refund option which works best for them, and they won’t have to pay their tax prep fees out-of-pocket. They’ll be happier than ever before, and you’ll value receiving timely payments – every time.

Best of all, 3Fund’s low cost solutions help keep you competitive in today’s market. You can offer a refund product for as little as $14.95!

Benefits of 3Fund

  • Streamline Cash Flow- Ensure timely payment by automatically deducting your tax prep fees from your client’s refund.
  • Client Satisfaction - Eliminate clients’ out-of-pocket costs and give them a choice on how to receive their refund.
    • Prepaid Card
    • Check
    • Direct Deposit
  • Low Cost- 3Fund leads the industry with affordable refund disbursement products. There’s no Technology Fee.
  • Easy to Offer- 3Fund is seamlessly integrated into your TaxWise software.
  • Reliable- You can depend on us to deliver the refund experience you, and your clients, expect and deserve. TaxWise has been processing electronic tax returns and bank products for years. Nobody has more experience or does it better than us!

To learn more about 3Fund, watch a brief video
or call us at 866-345-4171.

If you are an existing customer, please call your Account Manager at 800-495-4626.

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