Match everyting to your Brand and Style. Get your own Software with a custom link and add your logo.
Help other Tax Pros by selling the software at discounted price.
Hassle Free Demo, Give out demo link to potential clients and let them create a demo account.
Access all of your offices from an exclusive back-end service bureau login.
On-board, set up, and activate new office licenses directly from your account hub.
Review each return with your company wide review que that helps streamline your filing process.
Run company wide or individual office reports to gain insight of your company in minutes.
Generate revenue in multiple ways and keep 100% of all add-on fees.
Charge Service Bureau Fees to other tax pros and get paid from each of their funded bank products.
Offer and/or add-on fees to the Audit Protection that comes built in to your software.
Offer and/or add-on fees to the Identity Protection that comes built in to your software.
In short...
Choose from any of the industry's leading refund transfer banks and start collecting your fees from your customer's refund.
Attract more customers by offering cash advances as soon as January 2nd.
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