Your fees, collected automatically.
Stop invoicing, stop chasing, stop writing off balances you earned. The return triggers the collection — card on file, fees pulled from the refund, or ACH — and it settles and reconciles on its own, charged every Friday.
Return accepted — Martinez, L.
Charge triggered automatically
Collected via
Card on file
Charged on acceptance
Bank-product attach
Pulled from refund
ACH from refund
No card required
Auto-reconciled
Books match without matching
Three ways to collect
Your fees, collected automatically.
However a client wants to pay, the collection is the same: triggered by the return, settled on its own, reconciled for you. You stop being a collections department.
Charge the card automatically
Cash-pay clients add a card at intake. When the return is accepted, the fee is charged — no invoice to send, no balance to chase.
- Saved securely at intake
- Charged on acceptance
- Receipt sent automatically
Pull fees from the refund
Refund clients pay nothing at the desk. Your prep fee is deducted from the refund when it funds and disbursed straight to your office.
- Zero upfront cost to client
- Collected from refund
- Funding fee earned on top
Settle without a card present
For clients who prefer bank transfer, ACH collects the fee from the refund flow or a linked account — same automation, no card needed.
- No card required
- Linked-account or refund
- Reconciled automatically
From accepted to paid
One return. One trigger. Money in the bank.
Here’s what happens after a return is accepted — and how little of it you touch. The acceptance starts the whole chain; you just see the deposit on Friday.
Return accepted
01Mon · IRS acknowledgment
Charge fires automatically
02No invoice sent · no balance chased
Card · refund · ACH settles
03Whichever method the client picked
Reconciled to the return
04Tied back to the filing that earned it
Paid out Friday
05Prior week of accepted returns, one statement
The only step your front desk performs is none of them.
The whole billing layer
Everything between filed and paid.
Fee collection is one flow inside the platform — not a separate processor you bolt on and reconcile by hand.
Acceptance-triggered charges
Collection fires when the return is accepted, not when someone remembers to send an invoice. The right moment, every time.
Per-return fee schedules
Set prep fees by return type or office. The right amount attaches to each return automatically, with line-item receipts.
Outstanding-balance tracking
See exactly which clients owe what, across every office, in one view — instead of guessing from a spreadsheet.
Automatic reconciliation
Card settlements, refund deductions, and ACH all tie back to the return that generated them. Your books match without manual matching.
Bank-product attach
Refund clients pay nothing upfront and your fee comes from the refund — and you earn a funding fee on top of it.
Secure by default
Card data is tokenized, never stored in the clear. SOC 2-aligned controls protect every payment and disbursement.
Payments you don't have to think about
Secure, reconciled, and on time — by default.
Fee collection runs on the same controls as the rest of the platform, so getting paid never becomes a security or compliance project.
Tokenized cards
Card data is tokenized and never stored in the clear — collection without holding sensitive numbers yourself.
SOC 2-aligned
Every payment and disbursement runs on SOC 2-aligned controls, the same backbone as the filing platform.
Auto-reconciled
Card settlements, refund deductions, and ACH all match back to the return that generated them — no manual matching.
Friday payouts
Charged every Friday for the prior week of accepted returns, so cash flow is predictable across every office.
Established 2022 · 50+ offices on the platform · 30,000+ returns accepted last season · 98% IRS acceptance.
Get paid the moment the return is accepted.
Every unpaid balance is a return you already did the work for. Turn fee collection into something that happens by itself — and put your front desk back on clients, not collections.
Card · bank-product · ACH · Auto-reconciled · SOC 2-aligned