Up2U Refunds — NO Cost to the Taxpayer RT & Advances
Offer the refund product others can’t. Turn a low-cost settlement product into one of your strongest tax-office selling tools.
The New Low-Cost Choice in Settlement ProductsBuilt for professional tax offices and EROs.Give tax clients a lower-cost refund transfer with a refund advance up to $500 included
The source page positions Up2U Refunds around taxpayer-friendly settlement products, refund transfers, and advances for professional tax offices.
Low-Cost Refund Transfer with Advance
A lower-cost refund transfer with a refund advance up to $500 included, designed to give tax offices a competitive selling point.
Refund Advances
Offer eligible customers refund advance options while keeping the refund-product conversation simple.
- Refund Transfer (RT)
- Refund advance options
- Post-IRS acknowledgment advance options
Built for EROs
Give professional tax offices another way to compete on refund-product pricing and customer value.
- Professional tax office focus
- Settlement-product positioning
- Dashboard access for participating offices
Be the first to offer the future of low-cost bank products
The Up2U Refunds source emphasizes giving tax preparers a product they can use as a differentiator against higher-cost settlement options.
- NO cost to the taxpayer RT & advance positioning
- Refund Transfer and advance options
- Post-IRS acknowledgment advance of either $250 or $500 shown in the source
- Tax-office sales and retention positioning
“Total Game Changer for My Tax Office”Tax preparer testimonial highlighted on the source page
Interested in Up2U Refunds?
Contact Adroit Software for information about adding Up2U Refunds to your professional tax office.
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