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Put Your Clients' Refunds Directly on the ClientWhys® CardFlex MasterCard®. The ClientWhys CardFlex program allows clients to put their refund directly on the CardFlex debit card to use anywhere MasterCard debit cards are accepted. ClientWhys will compensate the tax professional a marketing fee based on the net revenue produced by each card. The compensation will vary based on the volume of users.
Upon approval of your tax practice, ClientWhys will ship a set of CardFlex debit cards to your facility. A call to our 800# allows you to activate the card while the client is in the office. This allows you to load the clients refund as a direct deposit on the card.
This is a perfect vehicle for unbanked and underbanked clients to eliminate costly check cashing fees, international transfers and cash dependence. Ideally the client will use the card as a direct deposit option from their employer.
There is no cost to the Tax Accountant. We do not charge monthly fees to your client, only a one time $4.95 activation fee to cover our set -up costs. Transaction fees are listed below. The CardFlex Program is backed by one of the leading debit card providers in the country, Palm Desert National Bank and MasterCard.
We will layer other financial services onto the card in the future, including a credit facility, phone card capabilities and repatriation insurance.
Call 1.800.442.2477 x222 to apply for the program or fill out this online application.
Please fax application to 1.818.743.0550.Card Flex Sales CopyUsing Your CardCard FeaturesGetting CashBill Pay with CardFlexTransaction and Balance Limits On Your CardFAQAdding CashCard Program PricingMarketing MaterialsIRS E-file Schedule
CardFlex Prepaid MasterCard is issued by Palm Desert Bank pursuant to a license by MasterCard International Incorporated. MasterCard and the MasterCard Brand Mark are registered trademarks of MasterCard International Incorporated. CardFlex is a registered MSP of Palm Desert National Bank. Subject to funds availability. Transaction fees, terms and conditions apply. All trademarks, service marks and registered marks are the properties of their respective owners.
*The USA PATRIOT Act is a Federal law requiring all financial institutions to obtain, verify, and record personnel information that uniquely identifies each person who opens an account. You will be asked to provide your name, address, date of birth, and other information that will allow us to identify you. You may also be asked to provide documentation as evidence / proof of identification. "100% Approval", "Guaranteed Approval", and "No one is Turned Down" is contingent upon successful completion / passing of this mandatory identification confirmation.
**Conditions and exceptions apply.
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