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Features & Benefits

Value-Added
Services!

MAP out SOLUTIONS for your
business by CUSTOMIZING the many value-added service OPTIONS available with Refund Advantage. Opt-in to any of the following:

  • Personalized Checks
    Customize the check stub portion of your checks with a personalized message.

  • "Is My Check Ready?" Service
    Personalize the message your clients receive when they call a designated number or visit a website to check the status of their refund product.

  • Advertise on Your Checks
    Personalized check printing lets you customize messages that will print on the stub of every check!

  • Personalized Client Retention Postcards
    We mail personalized client retention postcards to your clients, asking them to return to your office.

 

Features & Benefits

Does Your Tax Refund Program Give You All of This?

At Refund Advantage, we look for solutions to your unique business needs and provide the best tax refund product program to you and your client! It is our goal to help the independent ERO remain competitive by giving you the information and the tools that you need to compete with the national chains! Unlike many of the largest tax refund product programs, our program is focused on you-the independent ERO, by offering fair prices, old fashioned customer service and incentives. We want to be part of the SOLUTION. Look at all the ways we help you to personalize both you and your clients experience!

ERO Training

We provide extensive video and online training along with “How To” guides to prepare you and help your office run smoothly through tax season.

Advanced Report Features

Over 20 custom reports available including: the Advance Notification Report where you receive advanced notification of
refunds to be released each day.

STRONG Incentive Programs!

The independent ERO is our focus!
This is why we pay generous
incentives, so you can compete
with the national chains! See how much more YOU can earn this year ...try the Incentive Calculator here!

Easy, Flexible Check Printing

27 years experience in printing checks DIRECTLY! Experience the freedom to change disbursement methods and/or fees before or after a check has been issued. No problem AND no charge!

ERO Mobile Phone App *

With our mobile phone app, you
can access useful information
about your business: advance
notifications of disbursements,
daily updates, fees earned, and
volume – right on your phone.

ERO Dashboard

Provides you with useful information to assist with your business. See current data, past year’s data, and how your funding cycles and fees compare with other offices in your area and nationwide. ERO’s love this feature!

FREE Taxpayer Support

  • Online at www.taxpayerinfo.com
  • “Is My Check Ready?” Service
    with VERA
  • Text messages* when refund
    products are ready
  • Toll-Free Customer Service
  • Taxpayer Assistance Cards

FREE - Marketing Materials

     FREE promotional materials are available
        including posters, table tents and
        buttons. Outdoor banners and
          window decals are available
          in English and Spanish at an
         additional charge.

Texting to Taxpayers and EROs*

Choose to receive disbursement release
notifications for your clients.

Collect Fees Year Round

We collect your tax preparation fees year ‘round - even after Oct. 15 or when a return has been mailed.

FREE - Powerful Marketing Analysis

View the volume and performance details of competitors in any zip code within your state or your market area using your personal ERO Market Analysis Report! Know your competition to determine your marketing strategy.

* Message and data rates may apply from your wireless carrier.