Bank Product Referral
Your Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Business Name
EFIN
Numbers only. Do not use spaces or dashes.
Tax Preparer Office
*
Stand-Alone
Service Bureau
Current Tax Prep Software
*
Which bank would you like information on?
*
EPS Financial
Refund Advantage
Both
Do you have prior bank product history?
*
Yes
No
Please select your current bank partner.
Please Select
Republic Bank
TPG Santa Barbara
Refundo
Please indicate the estimated bank product volume.
If available, please upload your 2023 bank product funding report.
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