How to enroll in bank products

1. From your Dashboard, select My Account.
2. Select Manage next to Bank Products.
3. Select Edit on the Bank Enrollment.
4. Complete the bank enrollment pages and the Bank Agreement signature.
5. On the Bank Enrollment page, select Submit.

The bank you submit an enrollment to will contact you with updates about your enrollment. Contact your bank directly with questions about your enrollment status and next steps.

ProDesk supports bank enrollments for:

• Santa Barbara Tax Products Group (SBTPG)
• EPS Financial
• Refund Advantage

Each bank has its own eligibility requirements for its bank product offerings. Your prior-year tax experience may be taken into consideration. For details on eligibility, contact your preferred bank.