Pathward Prepares for Tax Season With Renewal of Tax Software Partnership Agreements
Pathward has completed partnership agreements with key independent tax software providers for the 2025 tax season through its tax brands, EPS Financial and Refund Advantage. The company secured a three-year extension with Drake Software and maintains partnerships with major providers including CrossLink, Intuit, TaxSlayer Pro, and others.
The company provides tax refund payment processing, taxpayer advance loans, tax office loans, prepaid cards, and merchant services solutions. Their Pay by Refund programs enable tax filers to pay preparation fees with refund proceeds while simplifying payments for professionals.
According to IRS data, 161 million individual tax returns were filed in 2024, with 85 million filed electronically by tax professionals. The total refunds processed were 103 million, representing $310 billion. Pathward processes billions in tax refunds annually through its network of independent tax professionals.
Pathward ha completato accordi di partnership con importanti fornitori indipendenti di software fiscali per la stagione fiscale 2025 attraverso i suoi marchi fiscali, EPS Financial e Refund Advantage. L'azienda ha ottenuto un'estensione di tre anni con Drake Software e mantiene partnership con importanti fornitori tra cui CrossLink, Intuit, TaxSlayer Pro e altri.
L'azienda fornisce servizi di elaborazione pagamenti per rimborsi fiscali, prestiti anticipati per contribuenti, prestiti per studi fiscali, carte prepagate e soluzioni di servizi per commercianti. I loro programmi Pay by Refund consentono ai contribuenti di pagare le spese di preparazione con il rimborso ricevuto, semplificando i pagamenti per i professionisti.
Secondo i dati dell'IRS, nel 2024 sono state presentate 161 milioni di dichiarazioni fiscali individuali, di cui 85 milioni presentate elettronicamente da professionisti fiscali. I rimborsi totali elaborati sono stati 103 milioni, per un valore di 310 miliardi di dollari. Pathward elabora miliardi di rimborsi fiscali annualmente attraverso la sua rete di professionisti fiscali indipendenti.
Pathward ha completado acuerdos de asociación con proveedores clave de software fiscal independiente para la temporada fiscal 2025 a través de sus marcas fiscales, EPS Financial y Refund Advantage. La compañía logró una extensión de tres años con Drake Software y mantiene asociaciones con importantes proveedores, incluidos CrossLink, Intuit, TaxSlayer Pro y otros.
La empresa proporciona procesamiento de pagos de reembolsos fiscales, préstamos anticipados para contribuyentes, préstamos para oficinas fiscales, tarjetas prepago y soluciones de servicios comerciales. Sus programas Pay by Refund permiten a los contribuyentes pagar las tarifas de preparación con los ingresos del reembolso, simplificando los pagos para los profesionales.
Según los datos del IRS, se presentaron 161 millones de declaraciones de impuestos individuales en 2024, de las cuales 85 millones fueron presentadas electrónicamente por profesionales de impuestos. Los reembolsos totales procesados fueron 103 millones, representando 310 mil millones de dólares. Pathward procesa miles de millones en reembolsos fiscales anualmente a través de su red de profesionales de impuestos independientes.
Pathward는 2025 세금 시즌을 위해 주요 독립 세금 소프트웨어 제공업체와 파트너십 계약을 체결하였으며, 이를 통해 EPS Financial 및 Refund Advantage라는 세금 브랜드를 운영하고 있습니다. 이 회사는 Drake Software와 3년 연장 계약을 체결했으며, CrossLink, Intuit, TaxSlayer Pro 등 주요 제공업체와의 파트너십을 유지하고 있습니다.
회사는 세금 환급 결제 처리, 세금 신고자 선급 대출, 세무사 사무실 대출, 선불 카드 및 상인 서비스 솔루션을 제공합니다. 이들의 Pay by Refund 프로그램은 세금 신고자들이 환급금으로 준비 비용을 지불할 수 있도록 하여 전문가의 결제를 간소화합니다.
IRS 자료에 따르면 2024년에 1억 6100만 건의 개인 세금 신고가 이루어졌으며, 그 중 8500만 건은 세무 전문가에 의해 전자적으로 제출되었습니다. 처리된 총 환급액은 1억 300만 건으로, 이는 3100억 달러에 해당합니다. Pathward는 독립 세금 전문가 네트워크를 통해 매년 수십억 달러의 세금 환급을 처리하고 있습니다.
Pathward a conclu des accords de partenariat avec des fournisseurs clés de logiciels fiscaux indépendants pour la saison fiscale 2025 à travers ses marques fiscales, EPS Financial et Refund Advantage. L'entreprise a sécurisé une prolongation de trois ans avec Drake Software et maintient des partenariats avec des fournisseurs majeurs, y compris CrossLink, Intuit, TaxSlayer Pro et d'autres.
L'entreprise propose des services de traitement des paiements de remboursement fiscal, des prêts anticipés pour les contribuables, des prêts pour les bureaux fiscaux, des cartes prépayées et des solutions de services marchands. Leurs programmes Pay by Refund permettent aux déposants d’impôt de payer les frais de préparation avec le produit de remboursement tout en simplifiant les paiements pour les professionnels.
Selon les données de l'IRS, 161 millions de déclarations de revenus individuelles ont été déposées en 2024, dont 85 millions ont été déposées électroniquement par des professionnels de la fiscalité. Les remboursements totaux traités s'élevaient à 103 millions, représentant 310 milliards de dollars. Pathward traite des milliards de remboursements fiscaux chaque année via son réseau de professionnels fiscaux indépendants.
Pathward hat Partnerschaftsvereinbarungen mit wichtigen unabhängigen Anbietern von Steuersoftware für die Steuersaison 2025 über seine Steuer-Marken EPS Financial und Refund Advantage abgeschlossen. Das Unternehmen hat eine dreijährige Verlängerung mit Drake Software gesichert und pflegt Partnerschaften mit großen Anbietern, darunter CrossLink, Intuit, TaxSlayer Pro und andere.
Das Unternehmen bietet Dienstleistungen zur Verarbeitung von Steuererstattungen, Vorschussdarlehen für Steuerzahler, Darlehen für Steuerbüros, prepaid Karten und Lösungen für Handelsdienstleistungen an. Ihre Programme „Pay by Refund“ ermöglichen es Steuerzahlern, die Vorbereitungskosten mit den Erstattungszahlungen zu begleichen, während sie die Zahlungen für Fachleute vereinfachen.
Laut IRS-Daten wurden im Jahr 2024 insgesamt 161 Millionen individuelle Steuererklärungen eingereicht, davon 85 Millionen elektronisch von Steuerfachleuten. Die insgesamt bearbeiteten Erstattungen beliefen sich auf 103 Millionen, was 310 Milliarden Dollar entspricht. Pathward verarbeitet jährlich Milliarden an Steuererstattungen über sein Netzwerk unabhängiger Steuerfachleute.
- Secured multi-year partnerships with major tax software providers for 2025 tax season
- Three-year extension agreement with Drake Software
- Access to large market: processes portion of $310 billion in annual tax refunds
- Serves significant customer base with 85 million professional e-filed returns
- None.
Insights
The renewal of Pathward's tax software partnerships, particularly the three-year extension with Drake Software, represents a strategic positioning ahead of the 2025 tax season that significantly impacts their market presence and revenue potential. The timing is particularly important as it ensures operational readiness before the peak tax season.
The scale of opportunity is substantial - with 85 million returns filed electronically by tax professionals and $310 billion in refunds processed, Pathward's comprehensive partnership network positions them to capture a significant share of this market. Their partnerships with nine major software providers, including industry leaders like Intuit and Thomson Reuters, creates a robust distribution network that enhances their competitive moat.
Key strategic advantages include:
- Multi-year partnership commitments providing revenue stability and predictable growth
- Diversified software partner portfolio reducing dependency risk
- Integrated financial products (refund advances, prepaid cards) creating multiple revenue streams
- Position as a financial inclusion enabler through Pay by Refund programs, aligning with regulatory preferences
The business model is particularly attractive as it generates revenue from both tax professionals (through merchant services) and end consumers (through financial products), while the software partnerships provide efficient distribution channels with minimal customer acquisition costs. The renewal of these partnerships ahead of tax season suggests strong execution of Pathward's strategic planning and positions them favorably for sustained growth in the tax financial services sector.
Signed agreements include the three-year extension of Pathward’s partnership with Drake Software
Pathward has completed all partnership agreements with key independent tax software providers for the 2025 tax season. (Graphic: Business Wire)
Pathward’s network of partners include large independent software companies that work with tax professionals across the
CrossLink Professional Tax Solutions
Drake Software
Intuit
MyTAXPrepOffice
OLTPro
ProTaxPro.com
TaxSlayer Pro
Taxware Systems
Thomson Reuters
Wolters Kluwer TaxWise®
Included among the tax partnerships agreements is the completion of a three-year extension of Pathward’s partnership with Drake Software. Pathward is working with all partners to expand the industry by offering a unique suite of Pay by Refund programs that foster financial access that enable tax filers to pay for tax preparation fees with their refund proceeds, while simplifying the payment process for tax professionals.
There were 161 million individual 1040 tax returns filed in 2024, with 85 million filed electronically by tax preparation professionals, according to the IRS. Of that total, 103 million tax refunds are processed, representing
“Our ongoing, strong relationships with all of our tax software partners underscore Pathward’s commitment to advancing inclusion and contribute to our collective success,” said Michael Lister, Division President of Pathward’s Tax strategic business line. “We are proud to provide increased financial access for consumers to professional tax preparation through a vast network of independent tax professionals throughout the U.S.”
Learn more about Pathward’s Tax Solutions.
About Pathward®
Pathward®, N.A., a national bank, is a subsidiary of Pathward Financial, Inc. (Nasdaq: CASH). Pathward is a
View source version on businesswire.com: https://www.businesswire.com/news/home/20250123555446/en/
Media contact:
Courtney Heidelberg
605.291.7044
mediarelations@pathward.com
Source: Pathward, N.A.
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