Advent tax settlement and disbursement products

Tax Settlement Products

FLEXIBLE tax time products
for you and your clients


Tax Settlement Products

Better for Your Clients, Better for You.

Advent's Settlement Products provide a way for you to save your clients money at tax time and year round, making an essential financial process easy for them and making it easier for you to manage your tax business.

How Settlement Works

Our tax time settlement products allow your clients to receive their Federal and State tax refund proceeds sooner than they may have received a paper check without having to worry about paying out-of-pocket costs at the time of tax preparation.

Once the refund comes back from the IRS, we’ll deduct your tax preparation and any other fees from the refund proceeds, paying them daily to your business. Then, your client’s money will be available immediately via their preferred disbursement method, making it an easy process for both you and your client.

Refund Disbursement Options

Get Your Client Their Refund The Way They Want It

Advent provides four fast and simple options for tax refund disbursement that you can offer your clients.

Get It Prepaid MasterCard

Get It Prepaid MasterCard®

  • What it means to your clients:
    A safe, secure and convenient refund option that can be used as a year round banking solution with low fees.

  • What it means to you:
    Instantly issue our Get It Card at your tax desk during preparation, eliminating return trips to your office to pick up a check. Once the refund comes in, clients are alerted that funds are immediately available on the card. Ask your account manager about our Get It Card bonus revenue opportunities.
Tax refund disbursement by check, card or direct deposit

Check

  • What it means to your clients:
    Immediate access to their refund, plus easy cashing through our nationwide cashing network and our upcoming online and text check cashing locator tools.

  • What it means to you:
    Easily print checks at your tax office to be picked up by your clients. Using our Advent Direct web software, checks can be printed the night before the IRS pays out your client’s refund.
Direct Deposit tax refund

Direct Deposit

  • What it means to your clients:
    Your client's refund is deposited directly into their existing bank account upon receipt from the IRS.

  • What it means to you:
    A simple, easy preparation process that still nets your tax prep fees.

Learn More

With Advent, our settlement products are just the beginning of the Advent difference. Learn more about why its good to be an Advent ERO partner.