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
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
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
All automated communications are consent-based with opt-out compliance.