Bank Product Training

The "Bank Product Training" is a digital training program designed for tax professionals who wish to incorporate bank products like Refund Transfers and Refund Advance Loans into their services. The course covers key topics, including understanding and offering bank products, the procedures for enrollment, eligibility, compliance requirements, and best practices for marketing these services to clients. It also provides detailed information on how to manage disbursement methods, including direct deposit, prepaid cards, and checks, and explains the role of Refund Advantage and other bank product partners.