Offering Bank Products
Equip your tax business with refund advances, preseason loans, and backend fee structures to increase client retention and multiply revenue per return.
"Offering Bank Products" is a practical training course designed to equip financial and tax professionals with the tools needed to present, manage, and deliver essential financial services to their clients. Participants will gain a clear understanding of key offerings including refund advances, preseason loans, and backend fee structures to enhance their service menu and generate additional revenue streams. By mastering these bank products, learners can streamline their business operations while providing seamless, high-value financial solutions during tax season and beyond.
Everything You Need to Succeed
1 Module · 4 Lessons
Practical bank product workflows, refund advances, and fee management — directed by Dr. Misha Milam.
Offering Bank Products
Offer bank products this tax season — for free.
Equip your tax business to disburse cash advances, deduct fees automatically, and partner with leading refund banks — all under Dr. Misha Milam's institutional guidance.