Total Imports
5
This season
Records Processed
930
All imports
Revenue Tracked
$44,410
From bank products
Auto-Calculated
100%
Splits & payroll
Import Bank Product Reports
Upload reports from TPG, Refund Advantage, or Republic Bank. We'll automatically calculate splits, track revenue, and update payroll.
🏦
TPG (Santa Barbara)
CSV, XLSX
🏛️
Refund Advantage
CSV, XLSX
🏢
Republic Bank
CSV, XLSX
📝
Manual Entry Template
CSV, XLSX
Select a report type first
Choose TPG, Refund Advantage, or Republic Bank above
What happens when you import:
Client tracking auto-updated
Revenue calculated & logged
Preparer splits computed
Payroll summary generated
AI insights triggered
Risk alerts identified
How to Export Reports
TPG / SBTPG
- Login to TPG Service Center
- Go to Reports → Funded Refunds
- Select date range & export CSV
Refund Advantage
- Login to RA Portal
- Go to Reporting Center
- Download Transaction Report
Republic Bank
- Login to Republic Refund
- Navigate to Reports
- Export Refund Activity
Import History
TPG_Report_Jan2024.csv
TPG • 245 records • Jan 15, 2024
$12,450
Firm fees
RA_Weekly_Report.xlsx
Refund Advantage • 128 records • Jan 14, 2024
$6,840
Firm fees
3 alerts
CompletedRepublic_Batch_12.csv
Republic Bank • 56 records • Jan 14, 2024
Processing...
Firm fees
TPG_Report_Dec2023.csv
TPG • 312 records • Dec 28, 2023
$15,890
Firm fees
RA_Monthly_Dec.csv
Refund Advantage • 189 records • Dec 22, 2023
$9,230
Firm fees
2 alerts
Completed