Peace of Mind
When does POM expire?
It does not expire
How many days sooner can you receive your refund with Spruce?
5 days sooner
Tax Identity Shield is usually compared to what competitor?
LifeLock
True.
What is the fee for attaching Refund Transfer?
$42
Tax Notice Support starts at how much?
$99
What is Spruce's APY %
3.50%
All a thief needs to file a fraudulent return are these 3 things
Name
Birthdate
Social Security Number
True or False: Emerald Card is FDIC insured.
True
What was 2024s fee for Refund Transfer?
$39.95
POM reimburses up to how much?
$6,000
Spruce track this to help with your budgetting
Spending
The average out of pocket loss per victim of identity theft is
$1,100
Where can you reload Emerald Card?
Walmart®, 7-Eleven® and Dollar General
How does the Refund Transfer process work?
Once the IRS sends the refund to our bank partner, the fees and other authorized amounts are deducted, and the remaining funds are provided to the client as directed.
Audit Representation starts at how much?
$250
Spruce has no fees on what?
No Monthly Fees
No Minimum Balance Requirements
No Overdraft Fees
Tax Identity Shield greatly impacts client retention by how much?
76.6%
Tax Preparers who used their own Emerald Card had an Emerald Card attach rate more than __% than their cardless peers.
23%
What additional fee is added for a client wanting a check after selecting Refund Transfer?
$25
POM claims are processed within how many weeks?
6 Weeks
How many conveniently located ATMs do we have available for Spruce?
Over 55,000
What does your client need to do to activate their Tax Identity monitoring?
Nothing
Name 2 or more reload network partners with Emerald Card.
Clients must have an expected refund of at least $__ greater than all authorized payments to be eligible for a Refund Transfer Account.
$1