External Fees

This fee applies when a tax preparer processes a return without using a bank product (e.g., refund transfer or advance). It covers administrative costs, compliance, and secure handling of non-bank transactions.

This fee applies when a client requests to continue using our software product beyond the originally contracted end date. It covers the additional administrative effort, continued support, and  resource allocation required to securely manage and sustain services during the extended period.

This fee applies when a client requests changes to an existing tax return after it has already been finalized. It covers the administrative effort, compliance requirements, and secure processing needed to review, validate, and implement contract or service amendments.