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Account Hub Basics for Affiliates

AHBasicsAffiliates.pdf
1 MB Download

Updated
June 24, 2025 17:24

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¹ TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro software after switching.
² When clients receive their money in advance, the funds are issued as a loan secured by and paid back with the client’s own tax refund. Each loan is subject to underwriting and approval. Proceeds from these loans are typically available within 24 hours of IRS acceptance of tax return or within 24 hours for those filing before the IRS start date. It may take additional time for the partner financial institution to post the funds to your client’s account if direct deposit is selected.
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⁴ NATP: Based on the 2023 results of the NATP Tax Professional Fee Study for TaxSlayer Pro software.
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