Built into your platform. Not bolted on.
Bank products, audit defense, identity protection, refund advances — the revenue programs other service bureaus charge extra to enable. We include them, integrate them, and earn alongside you.
What TaxOwl Pro includes vs. what others charge extra for
Most service bureaus monetize the integration layer. We monetize the partnership.
Powered by industry-leading refund-product banks
Four established refund-product banks integrated directly into TaxOwl Pro. Choose the partner that fits your office; the platform handles the rest.
Santa Barbara TPG
A Green Dot CompanyThe largest refund-products bank in the country. Refund Transfer, Fast Cash Advance up to $7,000, Green Dot prepaid cards, ERO funding programs up to $338,800.
- Refund Transfer with multiple disbursement options
- Fast Cash Advance pre-ACK and in-season
- Pre-Season Funds + Simply Paid fee advance
- Green Dot Prepaid Visa Card with $5–$39.95 incentives
Refund Advantage
A MetaBank SubsidiaryRefund-products bank with strong ERO incentive structure and competitive advance loan products. Long-standing relationships with independent preparers and franchise tax offices.
- Refund Transfer with check, direct deposit, or card
- Refund Advance loans for qualifying taxpayers
- ERO incentive program tied to volume
- Marketing co-op support for participating offices
Republic Bank
Republic Refund SolutionsEstablished refund-products bank with Easy Advance loans available pre-ACK. Strong reputation for customer service and a competitive ERO compensation model.
- Refund Transfer with same-day funding when available
- Easy Advance loans, pre-ACK approvals
- NetSpend prepaid card disbursement option
- ERO compensation tied to advance approvals
Refundo
Refund Products + Tax Pro ToolsIndependent refund-products partner offering Refund Transfer, Refund Advance, and a suite of preparer-focused tools. Often selected by smaller and growing offices for transparent pricing.
- Refund Transfer with flexible disbursement
- Refund Advance for taxpayers and ERO programs
- Transparent fee structure with no hidden costs
- Independent prepaid card option
Two programs that pay you to protect your clients
Audit Allies and iPROTECT bring two more revenue streams to your office, with markups you control and badges that signal expertise to your clients.
Audit Allies
Audit defense your clients can trust, revenue you control.
Offer audit assistance to your clients, earn industry-leading incentives, and apply optional markups to extend your margin. Members earn the Certified Audit Ally Badge as a public signal of expertise and reliability.
- Audit defense for IRS and state notices
- Partner-funded incentives + ERO markup
- Certified Audit Ally Badge for marketing materials
- No client-acquisition burden — sell at engagement
iPROTECT
Identity theft monitoring as a service line.
Bundle identity theft monitoring with tax preparation. iPROTECT incentives plus your ERO markups make this a recurring annual revenue stream, while clients receive trusted protection year-round.
- Year-round identity monitoring for clients
- Incentives paid on enrollment + your markup spread
- Certified Identity Pro Badge for marketing
- Cross-sell that compounds with each tax season
Three more revenue streams, built into the software
Programs you configure directly in TaxOwl Pro. No partner enrollment required.
E-File Fee
Add a per-return e-file fee to every Bank Product and non-Bank Product return. Configured in software, collected automatically.
Remote Signature
Offer e-signing convenience to clients while generating revenue per signature. Built into the return workflow — no third-party tool required.
ERO Add-on Fee
Add to certain platform fees on bank-product returns and keep the spread. Configured per-ERO, transparent to clients, additive to your bottom line.
Every revenue program. One platform.
Apply for TaxOwl Pro. TaxOwl Pro pricing is flat $649/season, year-round.