TaxOwl Pro Partners

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.

A Direct Comparison

What TaxOwl Pro includes vs. what others charge extra for

Most service bureaus monetize the integration layer. We monetize the partnership.

Feature
TaxOwl Pro
Other Service Bureaus
Refund Transfer integrationPay-by-refund for clients
Included · 4 partner banks
Per-return fee, often 1 partner
Refund Advance loansUp to $7,000 early access for clients
Included across partners
Add-on enablement, varies
Audit Defense programClient-paid audit assistance + your incentive
Audit Allies built in · markup-controlled
Often unavailable or third-party only
Identity Theft MonitoringClient-paid ID protection + your incentive
iPROTECT included · markup-controlled
Bring-your-own or unavailable
Remote SignatureE-sign across the return
Native · revenue-generating
Separate DocuSign-style add-on
E-File Fee CollectionPer-return e-file fee on every return
Configurable in software
Bank-product returns only on most platforms
Software Purchase LoanNo-cost loan for tax software, repaid from fees
Available through banking partners
Limited partner availability
Pre-Season FundingCash flow advance before the season starts
Up to $67,800 through partners
Available, but tied to a single bank
ERO Add-on Fee MarkupAdd to bank-product fees and keep the spread
Configurable per ERO
Configurable per ERO
Banking Partners

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.

— Partner I —

Santa Barbara TPG

A Green Dot Company

The 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
— Partner II —

Refund Advantage

A MetaBank Subsidiary

Refund-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
— Partner III —

Republic Bank

Republic Refund Solutions

Established 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
— Partner IV —

Refundo

Refund Products + Tax Pro Tools

Independent 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
Affiliated Revenue Programs

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.

Certified Audit Ally Badge

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
Certified Identity Pro Badge

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
Native Revenue Programs

Three more revenue streams, built into the software

Programs you configure directly in TaxOwl Pro. No partner enrollment required.

Native 01

E-File Fee

Add a per-return e-file fee to every Bank Product and non-Bank Product return. Configured in software, collected automatically.

Native 02

Remote Signature

Offer e-signing convenience to clients while generating revenue per signature. Built into the return workflow — no third-party tool required.

Native 03

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.

THE COMPLETE STACK

Every revenue program. One platform.

Apply for TaxOwl Pro. Founding Member pricing closes at 50 licenses or November 30, 2026 — whichever comes first.

Apply for Pro See pricing
Part of the TaxOwl family
Honest tools. Honest pricing.