How It Works
From Enrollment to Tax Season — Step by Step
Getting started with MyAtlasPay is straightforward. Here's exactly what to expect from purchase through your first refund-transfer season.
Purchase the MyAtlasPay App
Start by purchasing the MyAtlasPay App for $149.00. This one-time fee gives you access to the app and begins the enrollment process. The app purchase is separate from any bank product or processing fees.
Purchase does not guarantee bank enrollment approval or immediate activation.
Receive Setup & Activation Instructions
After your purchase, you will receive setup and activation instructions. These will walk you through the steps needed to complete your account configuration and prepare for bank enrollment.
Setup and activation instructions will follow after purchase.
Complete Bank Enrollment & Choose Your Program
Log in to your MyAtlasPay App to complete and submit your bank enrollment application. During enrollment, you will select your program — CORE for low-cost, straightforward refund-transfer pricing, or EARN for revenue opportunities and incentives. Program-specific pricing and terms are provided at that time.
Enrollment approval is subject to the bank's requirements and review.
Submit Refund-Transfer Applications
Once enrolled and approved, use the MyAtlasPay App to submit refund-transfer applications for eligible clients during tax season. The app is designed for independent tax professionals, tax offices, and service bureaus.
Submit applications for eligible clients during tax season.
Get Paid — Based on Your Program
Refund-transfer proceeds are disbursed according to your enrolled program's terms. CORE offices benefit from low-cost pricing. EARN offices receive revenue opportunities and incentives per the program agreement.
Proceeds are disbursed according to your enrolled program's terms.
What Is a Refund Transfer?
A refund transfer is a bank product that allows eligible clients to pay their tax preparation fees from their tax refund. It is not a loan or a refund advance — no credit is extended to the taxpayer. The refund is deposited into a temporary bank account, fees are deducted, and the remaining balance is disbursed to the client.
Common Questions
Answers about the enrollment and setup process.
Ready to get started?
Purchase the MyAtlasPay App to begin enrollment and choose the program that fits your office.
App purchase is separate from bank product fees. Enrollment subject to bank approval.