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How do I offer the Refund Transfer to my clients?


Whether it's your first time offering the RefundTRANSFER product, you're training employees or looking for quick tips on how to offer the RefundTRANSFER TPG provides scripts that help you communicate the value of the RefundTRANSFER with your clients. 

Note: These resources describe all products available through TPG, and some information may not apply.


Free Scripts

Download our free QuickSCRIPTS and get simple tips on how to offer tax-related products from TPG. 

Talking points - supplement existing product knowledge with quick info

Detailed scripts - detailed info for newer offices or employee training


Refund Transfers are deposit products using Civista Bank, Member FDIC, that enable certain deductions from the account to be processed. Refund Transfers are not loans. Tax refund and e-filing are required in order to receive Refund Transfer. Fees apply. Terms and conditions are subject to change without notice. Ask your preparer about other IRS e-file options, some of which are provided at no additional cost.

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