Description
This package includes: Tax Software with Technical Support Prior Year Filing Mobile App Client Portal.Bank Registration Refund Loans (In-Season, additional fees apply) Refund Transfer Prep Fee Auto-Collect (dependent on the chosen refund bank) Credit & Debit Card Processing (dependent on chosen refund bank).Training and Mentorship EFIN Application Assistance.Business and Office Set-Up Encrypted Digital Document Delivery and Storage Personalized Client Intake Forms Tax Office Backend Automation Password-Protected Tax Return Delivery.Business Formation (Subscription and Locality fees not included) Business Formation Filing EIN Filing Virtual Address Business Phone Number (Fax if requested) Domain Business Email Setup State Sales Tax Permit Business Bank Account Matching.Branding & Marketing Package Logo Suite w/Brand Board Primary Alternate Submark Website Design (5) Social Media Content Pack (3) Social Media Templates (2) Post Templates (1) Story Template e-Flyer Facebook Banner IG Highlight Covers Email Campaign Design Tax Season Social Media Management (December 1st-April 15th) Business Card Design & 250 Prints *BONUS 300+ Pre-Made Canva Graphics.Solutions to Securing the Bag: Tax Preparer's Survival Kit Tax Preparer Planner Agenda Workbook.Client Incentive Offerings
