Signing Up for Bank Products

If you are looking to offer Refund Settlement Solutions, or Bank Products, for your clients (including Fast Cash Advances) you can apply with a bank via your Customer Portal and the process is quick and easy.

Simply sign into your account at myultimatetax.com with your email and password.

Once signed in, select the MyUltimateTax Dashboard option below the search bar for our knowledgebase.

Then Select the Bank icon to get started.

Please note: currently UltimateTax does not partner with Refund or Republic Banks.

Solution Articles:

Adding a Bank Product to a Return