Signed agreements include the three-year extension of Pathward’s partnership with Drake Software

Pathward®, N.A., a U.S.-based financial empowerment company driven by its purpose to power financial inclusion, has announced that its Professional Tax Solutions team has completed all partnership agreements with key independent tax software providers for the 2025 tax season. Through its tax brands, EPS Financial and Refund Advantage, Pathward provides tax refund payment processing, taxpayer advance loans, tax office loans, prepaid cards, and customized merchant services solutions for independent tax professionals and their customer base.

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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 U.S., including:

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 $310 billion. Through Pathward’s partnership deals, it supports thousands of independent tax professionals in providing payment products that process billions of dollars in tax refunds each year.

“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 U.S.-based financial empowerment company driven by its purpose to power financial inclusion. Pathward strives to increase financial availability, choice and opportunity across our Partner Solutions and Commercial Finance business lines. The strategic business lines provide support to individuals and businesses. Learn more at Pathward.com.

Media contact: Courtney Heidelberg 605.291.7044 mediarelations@pathward.com

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