Offer Tax advances in December to all your clients, up to $500! We use your own retention to determine what your customers would get. Customers get super excited when they get a call or a text from our office offering a service like this in December, before Christmas!
How it works
After adjusting your criteria, enable all your employee’s or owners under your admin account to process an application and print checks. Each check # is unique and will never repeat, so you can track it through our robust reporting!
Reporting - Access to detailed reporting. Find out what your collection rate is at the end of the season without Forensic accountants. Debt list, Watch report and much more to make sure your Advance program goes as planned.
When using one of the many integrated tax software partners, we’ve eliminated double entries! Once you’ve completed a return, simply click on a button and all of the Taxpayers info is automatically collected by TSS. All you’d have to do is verify the social security # and you’re almost done already! Shut off any employee or owner under your admin account, and they will be logged out of their account in real time.
Control who’s able to print, reprint, or void checks. Shut off any employee or owner under your admin account and they will be logged out their account in real time. Assign them to a multiple stores or tasks.