ProWeb

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Access your tax software from any device with internet—no downloads or installations needed. Perfect for remote preparers and teams working from multiple locations.

Prepare and file unlimited federal and state tax returns at no extra cost. This is ideal for growing tax businesses looking to maximize profits without extra fees.

Offer refund advance loans, check disbursements, and prepaid debit card options through built-in banking partners—helping you attract more clients during tax season.

Give your clients a smooth, professional experience with the Branded Pro Mobile App and client portal. Clients can upload documents, e-sign, and message securely.

Bilingual Support and Multilingual Forms

Many forms and interfaces are available in English and Spanish, and bilingual support staff are available—making it easier to serve Spanish-speaking clients confidently.

1-on-1 Admin System Training & Setup Assistance

Get personalized help setting up your office, user roles, and settings with dedicated onboarding support. Whether you're just starting out or scaling up, APEX provides expert guidance to make sure your system is set up right from day one.

SBTPG BANK PRODUCTS

$7,000 Refund Advance - Bank Product

Fast Cash Advance: Get Refund Money Sooner

Waiting weeks for your tax refund? With a Fast Cash Advance through participating tax professionals, eligible clients can receive up to $7,000 in advance while they wait for their IRS refund.

Key Benefits for Clients

Advance amounts from $500 to $7,000
Fast approvals – most within hours
Funds deposited on average within 24 hours
Multiple disbursement options: Direct deposit, check, or prepaid card
Free consultation and no upfront fees

Financing Details

35.99% APR applies to advances between $500 and $6,000
Available January 2 – March 15
Ideal for clients impacted by the PATH Act or needing funds quickly

Refund Transfer: File Now, Pay Later

Make tax season easier and more affordable for your clients. With a Refund Transfer, your customers can get their taxes prepared with no upfront costs—the fee is simply deducted from their refund once it’s processed.

Key Benefits for Clients

$0 upfront for professional tax prep services
Convenient refund disbursement: Choose direct deposit, check, or prepaid card
No fee for check disbursement (unlike many large chains)
Faster than waiting on a mailed IRS check
Easy and accessible—even for clients without a bank account

Fee Details

Refund Transfer fee: Up to $44.95, automatically deducted from refund
Must be 18 years or older to qualify

How It Works

Tax preparer completes the return
Client selects Refund Transfer as the payment method
Tax prep fee is taken directly from the IRS refund—no out-of-pocket cost
Refund is delivered using one of three disbursement methods, direct deposit, check, or prepaid card.

Marketing Pro: Grow Your Tax Practice with One Simple Tool

Marketing Pro is an all-in-one, user-friendly platform built to help tax professionals attract, engage, and retain clients. For just $29.95/month, get a full suite of tools including:

A custom web page
Email and SMS marketing blaster
Online appointment scheduler
Client management system
Secure document portal
Full integration with Facebook, Zoom, Google, and QuickBooks

No tech skills required—just drag, drop, and go with pre-built templates. Designed for mobile access, so your clients can reach you anytime, anywhere.

Power Your Tax Business with ProWeb

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SBTPG BANK PRODUCTS

$7,000 Refund Advance - Bank Product

Fast Cash Advance: Get Refund Money Sooner

Key Benefits for Clients

Financing Details

Refund Transfer: File Now, Pay Later

Key Benefits for Clients

Fee Details

How It Works

Marketing Pro: Grow Your Tax Practice with One Simple Tool

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