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Bank Product Tracker
$27.97
Full Product Description:
Stay organized and profitable throughout tax season.
This professionally designed Bank Product Tracker is your essential tool for managing high-volume refund transfers and advances. Say goodbye to manual reconciliations and lost commissions. This tracker helps you monitor daily deposits, track the status of returns, and automatically calculate "Net to Client" amounts, ensuring you stay organized and profitable throughout tax season.
Inside, you'll find:
- Reconcile daily deposits across TPG, Refund Advantage, EPS, and other bank product partners
- Track funded vs. unfunded returns
- Monitor refund advance types and statuses
- Auto-calculate “Net to Client” amounts after fees
- Keep tabs on commissions earned (ERO & SB breakdowns included)
Includes 5 Organized Tabs:
- Welcome tab with branding and usage notes
- Step-by-step Instructions tab
- Daily Tracker for client refund and fee info
- Daily Reconciliation sheet to match deposits
- Commission Summary tab to calculate payouts by bank and product type
Product Purpose:
This Bank Product Tracker helps EROs and Service Bureaus effectively manage their refund transfers and commissions. It is designed to save time, reduce errors, and ensure financial clarity by providing a streamlined system for tracking and reconciling all bank product activity.
Product Format:
Digital Download (Excel) - No physical product will be shipped
Who It’s For:
This tracker is perfect for Independent EROs, multi-office tax firms, Service Bureaus managing a downline, and anyone offering refund transfers or advances.
Important Download Note
Your purchase is a PDF file that contains the links for the actual files. If your download appears as a ZIP file, you must extract it before opening.
- Windows: Right-click the ZIP file and select "Extract All..."
- Mac: Simply double-click the ZIP file.
- The original PDF file will appear in a new folder, ready to use!
Can't Find Your Files?
If you don't see the access email in your primary inbox shortly after purchase, please be sure to check your spam or junk folder. Sometimes, automated delivery emails can be filtered there.
If you have any inquiries, please feel free to email our customer service at info@thecurativeresourceco.com. We will respond to all inquiries within 24-48 business hours.
License & Terms:
This digital product is for personal or internal business use only. It may not be resold, shared, or redistributed in any format.
All rights reserved by The Curative Resource Co.
