Software
Cloud-based tools for preparing returns.
ZIP REFUND
Your tax business, without a franchise fee
For experienced tax preparers who want to serve their own clients with software, support, and more independence.
Bring the experience. We’ll bring the tools.
If you know the tax code and want to work independently during tax season, Zip Refund provides a practical alternative to starting from scratch or paying a large upfront franchise fee.
You choose how to build your client relationships. We provide cloud tax software, available bank products, training, ongoing support, print-ready marketing materials, office forms, and a branded website option.
There is no upfront Zip Refund program fee. Compensation and any third-party costs are discussed during qualification so you can decide with the full details.
Your toolkit
Support for the work behind the return
Bank products
Integrated options available through the program.
Marketing
Print-ready materials and a branded web presence.
Office resources
Prepared forms to help organize your workflow.
Training
Guidance before the season begins.
Support
People to turn to when you have questions.
Client incentives
Eligible dining, hotel, cruise, and vacation offers may help you thank clients. Terms and availability vary.
Additional client offers
Ask about other programs to offer your clients as options become available.
Know the requirements
PTIN and EFIN: what’s the difference?
PTIN: A preparer tax identification number is required for paid federal tax return preparers. You obtain or renew your own PTIN.
EFIN: An electronic filing identification number identifies an authorized e-file provider. If you already have one, explore our EFIN holder options. If you don’t, tell us in the qualification form so we can discuss the applicable arrangement.
Eligibility and operating terms are confirmed directly with the Zip Refund team.
Next step
Ready to work on your terms?
Tell us about your background and we’ll help you explore the right fit.
See if you qualify