Unity Tax Partners

Tax season is officially underway — and faster funding is already making a difference.

When a taxpayer’s account is enabled for Real-Time Payments (RTP) and they choose an Easy Advance via Direct Deposit, funds can move immediately instead of waiting on standard ACH timing.

Here’s what that means:
✔ Refund Transfer proceeds may hit client accounts 5–6 days earlier
✔ No additional cost to you
✔ No additional cost to the taxpayer
✔ A smoother, faster experience your clients will notice

Not every account is RTP-enabled, but when it’s available, it’s pure upside — faster access to funds, happier clients, and zero added fees.

This is the kind of value-add that sets your office apart.
That’s the Unity advantage.

Unity Partners — firm-level Unity Tax Shield enrollment is closing soon.

Unity Tax Shield is one of the most powerful tools you can add to your office — offering full audit protection for clientswhile creating a high-value, low-effort revenue opportunity for your firm.

With Unity Tax Shield, you can:
✔ Protect clients from IRS audit stress
✔ Reduce exposure and risk inside your office
✔ Strengthen client trust and retention
✔ Add a premium service without adding workload

Enrollment timing varies by area, so we recommend securing your spot as soon as possible.

📧 Email [email protected] and our team will take care of the rest.

Your first line of defense starts here.