Your fees
collect themselves.
A merchant account built right into your tax software — card, ACH, and refund-product attach on one ledger, settling straight to your bank. SOC 2-aligned and PCI-DSS compliant, with outstanding balances charged automatically every Friday. No terminal to lease, no invoices to chase.
Per-return ledger
Fri batchOne ledger. Every dollar, accounted for.
Card, ACH, or out of the refund — every way money comes in lands in the same place and collects on schedule. Here’s what that’s worth to your office.
3
Collection rails, one ledger
Card, ACH, and refund-product attach all post to the same per-return ledger — so a balance is a balance no matter how a client chooses to pay it.
Friday
Auto-charge, every week
Outstanding balances batch and clear themselves at the end of each week. No statements to send, no follow-up calls, no invoices to chase.
$0
Upfront for refund clients
Refund clients walk out owing nothing today — your fee comes straight out of the refund the moment it funds.
1
Reconciliation view, not four reports
Every charge, retry, and settlement is tied to a return and an office. One clean view at season-end instead of exporting three spreadsheets and praying.
Merchant processing, built in
Charge the card. Money lands in your account.
No separate merchant account to apply for, no terminal to lease. Tap, dip, or key a card and the funds settle straight into your connected bank account — powered by industry-leading processors, on rails we connect directly to the tax industry.
Your account
Settled · direct deposit
Four ways money comes in.
Cash clients, refund clients, card or bank — every collection method routes to the same place, so reconciliation is one ledger instead of four reports.
Card payments
Take Visa, Mastercard, and debit right inside the platform. Cash-pay clients settle in seconds and the charge lands against the right return.
ACH transfers
Pull fees directly from a bank account for clients who prefer to move money the low-cost way. Same ledger, same reconciliation.
Refund-product attach
For refund clients, your preparation fee attaches to the refund product and collects on funding. The taxpayer pays nothing up front.
Automatic Friday charges
Outstanding balances batch and run automatically every Friday. You set the terms once; the platform collects on schedule without anyone chasing an invoice.
Every Friday, the platform gets paid for you.
Outstanding balances batch and charge automatically at the end of each week. No statements to send, no follow-up calls, no awkward “did you get my invoice.” The money you’ve earned moves on schedule, and you see exactly what cleared and what’s still open.
The receivables problem, solved at the ledger.
Most offices bolt a payment terminal onto a separate billing spreadsheet and a separate refund-product portal. The balances never line up. One ledger ends that.
- A card terminal, a billing spreadsheet, and a refund-product portal that never agree
- Invoices you have to send, then follow up on, then write off
- Refund clients told to pay whenever they can get to it
- Reconciliation that means exporting three reports and praying
- Card, ACH, and refund-product attach all post to one per-return ledger
- Friday auto-charge clears outstanding balances on schedule
- Refund clients pay $0 up front; the fee collects on funding
- Reconciliation is a single view — every charge tied to a return and an office
A season activates for $499, then $19 per accepted client filing — and card, ACH, and refund-product collection are all handled on the same ledger at no separate per-rail charge.
Built to reconcile.
One ledger, every method
Card, ACH, and refund-product collections all post to the same per-return ledger, so a balance is a balance no matter how it gets paid.
No upfront cost to taxpayers
Refund clients walk out owing nothing today. Your fee comes out of the refund when it funds — the model that built two thousand-plus bank-product fundings.
Logged and reconciled
Every charge, retry, and settlement is recorded and tied to a return and an office for clean books and a clean audit trail.
One billing model, every kind of office.
From a solo preparer to a multi-office ERO to a service bureau, the collection logic is identical — only the scale changes.
Single preparer
Stop fronting your own time. Cash clients pay by card or ACH on the spot, refund clients pay out of the refund, and Friday charges clear whatever is still open — without you sending a single invoice.
Multi-office ERO
Every location bills the same way against one ledger. You see what cleared, what retried, and what is outstanding across the whole operation in a single view instead of reconciling office by office.
Service bureau
Set the collection terms once and roll them across every sub-office. Card, ACH, and refund-product attach behave identically downstream, so your books reconcile no matter who prepared the return.
Set the terms once.
Get paid on time.
See how card, ACH, and refund-product collection share one ledger — and how automatic Friday charges keep your receivables from piling up.