NO Cost to the TaxPayer RT & Advances

Offer the Refund Product Others Can’t

Turn $9.95 Into Your Strongest Selling Tool

The New Low-Cost Choice in Settlement Products
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Selma Burnese

Tax Preparer

Total Game Changer for My Tax Office

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Be the Franchise competitor none of them wanted

Give your Tax Clients a Free Refund Transfer (RT) and a Refund Advance upto $500

How it Works

Adding the Up2U Refund Product. 


This product Features:

Up2U Financial (is the low-cost option)

  • $9.95 on every return (e-Filing Fee) charged to the ERO not the Taxpayer
  • Includes an RT on every return
  • Includes an Optional Post IRS Acknowledgment Advance of either $250 or $500
  • You can add a Service Bureau Fee (90/10 split Up2U gets the 10%)
  • You can add a Larger Advance, but the taxpayer will be charged the full price for the Advance
  • ERO Advance Based on prior year volumes and lost ratio*

*Subject to approval by Up2U Financial

Additional Services

  • ERO Advance up to $100K

  • PTIN Pay Splitter Auto Pay Your Tax Preparers

  • Credit Card Payment Processing

  • Audit Protection

  • Software Purchase Assistance

  • Bi-Lingual Support

  • Traditional Settlement Produts

  • Service Bureau Solutions

  • Sieben Cybersecurity

A smarter way to attract and retain clients

Up2U gives you a low-cost refund product that lets taxpayers pay nothing upfront and access up to $500 after filing. It’s a proven traffic driver for your office—and at just $9.95 per return, it protects your margins while boosting volume.

You Can Add Additional Fees

 

Documentation Fee

Service Bureau Fee

Auditi Protection Add-on Fee

e-File Fee

Reseller Fee

*All add-on fees subject to a 10% collection fee

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Everything at a Glance

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  • Everything at a Glance
  • Checks to Print
  • Prep Fee Deposits
  • Funded Apps
  • Unfunded Apps

We are always working for our Customers

Putting it all together

Research

Plan IT

Implement

Success