More Clients, Less Time.
We are experts at attracting taxpayers searching for Tax Pros to our site. That's where they find you, their trusted, local Tax Pro!
Of course! But first, take a quick look after you sign up because it’s extremely simple to set your profile up. The moment you have a question, we have a wonderful support staff that is ready to help you. Just email us at firstname.lastname@example.org with what you want your profile to say. Attach your picture and/or logo and we’ll upload that too. If you need a call, just let us know when and we’ll call you when it’s most convenient for you. Customer Service is our first priority!
It’s ultra simple and ultra secure. You or your clients can upload non editable docs (i.e. Picture files, PDF Files, etc.) to your portal. You can send documents directly to your clients with a password that you choose. You can also check a box that says you want to get payment first. Just fill out how much you want to charge and you’re done. This was custom built specifically for Tax Professionals with ease of use and ultimate security in mind.
First, our platform is Gramm-Leach-Bliley and HIPAA Compliant (for medical bills) and utilizes un-compromised security practices. You can confidently tell your client that their documents have the highest security possible now.
The rates are 2.65% plus $0.15 on transactions using the swiper and 3.3% plus $0.15 using the computer’s virtual terminal or our file transfer system. There is also a small $5 per month bank maintenance fee.