Bank Products

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With ShaysPro, you offer the same industry-leading bank products trusted by tax professionals nationwide, fully branded for your office. Give your clients the convenience and flexibility they expect, while streamlining your payment process and elevating your practice.

What You Can Offer with ShaysPro Bank Products:

• Refund Transfers: Clients can pay your tax prep fees directly from their refund—no out-of-pocket cost at filing.
• Refund Advances: Eligible clients can access a portion of their refund quickly, often within hours of IRS acceptance.
• Direct Deposit & Prepaid Cards: Offer flexible refund delivery options, including direct deposit or secure prepaid debit card.
• Audit Protection: Clients can opt for audit protection at the time of signing their bank product agreement for extra peace of mind.

Practice Perks:

• Seamless integration with your ShaysPro software and workflow
• Familiar, reliable solutions—now under your own brand
• Simple enrollment and tracking from your dashboard
• Potential for Free Software for Life:
  Practices that meet annual bank product qualifications may be eligible to receive ShaysPro Tax Software at no cost, year after year.

How to Get Started:
After you purchase your software, you can apply for bank products with your dedicated account specialist. You choose the bank you want to partner with and get started for next tax season!