No one does bank products better than TaxWise.
We work with all the leading bank product providers so that you have
the widest variety of options.
Taking advantage of these bank product options will not only benefit
you through substantial fee-based revenues, but they will benefit
your clients as well. Bank products enable you to get your clients
their money quickly and securely. And bank products limit your clients'
up front expenses by having their tax preparation fees automatically
deducted from the proceeds. (That also makes it easier for you to
collect your fees.)
Offering bank products as a service to your clients will keep them
coming back year after year.
With TaxWise you have the availability of all leading bank product providers:
CCH SFS is not a lender, broker or originator of bank products.
Bank products are offered by participating banks.
Participating preparers must be qualified and approved by the bank.