Tax Prep Fee Collection at Filing
Automates fee collection at filing time
What This Automation Does
How It Works
Return Ready
CPA marks 'Ready for Filing'
Refund or Balance?
Return outcome check
Refund Client
Option to deduct fee from refund
Authorization + Fee
Return summary, fee, refund amount, e-sign
Balance Due
Fee payment required before filing
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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