Asset Building Features
SavingsPoint Provides Cost-Effective Asset-Building Software Services
Powered by SavingsPoint's easy-to-use Web-based asset-building functionality, tax preparers for low-wage workers can — for the first time — open bank accounts for their clients without having banking staff on-site. This convenient capability allows tax preparers to open bank accounts for low-wage workers on the spot, so that unbanked citizens can take advantage of the IRS's refund-splitting option — and start down the road to asset building.
Using SavingsPoint's on-demand, on-site bank account opening capabilities, tax preparers can now boost their organizations' ability to support low-wage workers with valuable tax services. SavingsPoint complete software capabilities include:
- Powerful asset-building support. SavingsPoint speeds up, simplifies, and lowers the cost of opening bank accounts, because banking professionals are not required to open new accounts.
- Fast and simple to use. Uses tax preparation data from TaxWise* to expedite new account opening.
- Flexible execution options. Choose to either complete the process at each tax preparer's desktop or to route to a specialist for signing and documentation.
- Real-time process tracking. It's easy to track the multi-stepped process at any time – from the account opening to the transfer of the refund from the IRS.
- Easy technical operation. You won't need an IT expert to install or maintain SavingsPoint. Simply access the Internet, log on to BEN, and you're ready to go.
N2L's Mission — Lift Above. Help Beyond.
Contact N2L today to connect to SavingsPoint groundbreaking Web-based software service — which will allow your organization to help lift more working-poor Americans above their financial and social challenges, and help them beyond their dreams.
* TaxWise is a registered trademark of Universal Tax Systems, Inc., a CCH company. Nets To Ladders, SavingsPoint and BEN are not affiliated with or endorsed by Universal Tax Systems, Inc. or CCH in any way.