CUSTOM BRANDING
TaxShield offers you a way to build on the clients you already have. Not only do we give you the ability to administer a robust referral program that can be scaled to multiple stores or even franchise models but also support you by providing the money needed to fund the referrals!
How it works
$50/Referral from our own pocket
Set Criteria's
Set how you want to administer your advance program, set amounts, Set to Acks, set by retention or by type of return. Complete control across all account levels under your admin account. Import retention from your tax software.
Text Notification
Notify the referrer’s by sending them automated text messages letting them know their check is ready to be picked. Remember, if you don’t pay them your referral campaign wont work.
Success Rate Reporting
Taxshield is able to tell you exactly how your referral program is working. It’s not just about being able to print checks and manage your stores, using TSS you’d be able to see how its working for you. Be able to easily see which referral got paid out and which one didn’t. .
Check Verification
Check verification is really easy and straight forward. Two ways check cashiers can verify a check is legitimate; first is by an automated tollfree line with a number that’s located on the physical check, second is here, on this website..
process
Import clients seamlessly from your tax Software onto TSS. It’s never been this to import entire taxpayer information from your tax software to TSS in seconds. The whole referral processes can be done in less than 2 minutes from start to finish.
custom branding
Gain massive insight on your referral program by pulling different reports from TSS. Know your loyal referrals before the years starts so you can contact them and get started for another exciting year. Understand who’s a good referrer or a bad referrer and base your criteria setting based on this information.
Design
TaxShield Software is integrated with several tax software’s in the industry. The integration not only allows preparer’s to save time by eliminating double entry but also allows them to focus on the taxpayer tax’s. It also eliminated the chances of error’s or mistakes.
