Tax Prep Fee Collection at Filing
Automates fee collection at filing time
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Automates fee collection at filing time. Refund clients can deduct fees; balance-due clients pay before filing.
How It Works
1
Return Ready
CPA marks 'Ready for Filing'
2
Refund or Balance?
Return outcome check
3
Refund Client
Option to deduct fee from refund
4
Authorization + Fee
Return summary, fee, refund amount, e-sign
5
Balance Due
Fee payment required before filing
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.