Your Solution to Unfunded Tax Prep Fees

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A new tool in your toolkit to help you get paid!

At EPS, our goal is to help with every financial in the tax office. Our NEW e-Assist1 solution is designed to make it easy to get payment from any unfunded refund transfer2 clients.


How e-Assist works:

  1. Manage your clients and who you would like to participate in the program.
  2. You will have the liberty to opt in your clients with direct deposit into our program.
  3. If your tax preparation fee is still due 11 weeks after IRS Acknowledgement, we take care of contacting your client and auto-debiting your unfunded tax preparation fees.
  4. EPS collects a 15% fee for the service and the remainder is deposited to your account 2x per year.


By implementing e-Assist, your tax office is equipped with a robust system that ensures you

get paid on time, every time.


With e-Assist, you can gain financial control, smooth client relationships, and turn the challenge of unfunded fees into a business growth opportunity.

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  • Empowering tax offices to spend more time with your clients and less time chasing down unpaid fees.
  • A simple solution to get paid for the work that you’ve done.
  • Easily manage unpaid fees – and manage your customer list and track success.
  • We do the hard work for you, contacting your clients and debiting their account.

Start Your e-Assist Journey

Don’t let unpaid fees hinder your operations. Now you have the tool in your toolkit to get paid in time, only with e-Assist.

  1. Fees apply to EROs only with respect to successful debit payments. EPS is facilitating debit payments of unfunded ERO tax preparation fees on behalf of EROs.
  2.  The Refund Transfer is an optional tax refund-related product offered by Pathward®, N.A., Member FDIC. The Refund Transfer is not a loan. E-filing of tax return is required to be eligible for the product. Subject to approval. Fees apply. See terms and conditions for details.