Bank Products

  • Bank Products and Mobile Payment Apps

    Bank Products and Peer-to-Peer Apps: What Tax Pros Need to Know As tax season approaches, clients increasingly want fast, flexible options for receiving their tax refunds. While bank products remain a trusted method used by tax professionals for years, peer-to-peer (P2P) payment apps like Cash App®, Venmo®, and PayPal® are becoming more popular—especially among younger…

  • Bank Products: Payment & Account Solutions for Tax Pros

    Tax preparers wield significant influence when it comes to ensuring accurate and compliant returns for their clients. While our expertise lies in navigating complex tax codes and filing returns, it’s crucial to also consider the role of banking products in streamlining operations and optimizing financial management. Efficiently managing financial transactions, organizing records, and safeguarding clients’…