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
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.
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.
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.