Make an Impact in Your Market
In business, it's not what you know, it's who you know! Set yourself apart from the competition, by having a unique product that rewards your clients as a token of appreciation for continuing to do business with you. What better way to reward your client's loyalty, than with some holiday cheer!
Integrated Dashboard in CRM
Detailed Reporting within the CRM allows you to see how effective your Loyalty Program is operating
Reconciliation is a Breeze
Once advance amount is entered into the return, the processing bank will handle the rest, once the return is processed
Print Checks in CRM
Check Printing function available within the CRM allows you to print advances for your clients, as long as you have a printer
Incentivize Loyalty
Once your clients realize that every year they continue to do business with you, they'll earn a larger advance, it becomes an expected event they look forward around the holiday season!
Possess the Tools Necessary to Grow Your Business
Use Our Money Upto a Pre-Set Spending Amount
No Capital for a Loyalty Program? No Problem! During the pre-season, we'll work together to determine the optimal amount that will allow you to fund your Loyalty Program for the upcoming tax season.
Multiple Disbursement Methods
Whether your clients have bank accounts that they would like their advance deposited into, or would prefer a check to be printed so they can cash it at a local cashier; TaxShield Software has you covered!
Connect TaxShield to your own account and start printing checks. Set up is really simple. Upload clear check-file from your bank into TSS and update all clear checks. Get a clear picture of how much you’ve spent and how is still pending to hit your bank account.
Technical Support
Learning new software systems can be cumbersome, but no need to worry! Anytime you or a colleague require assistance, join our virtual support center and we'll iron out any wrinkles that may trip you up along the way.
Connect TaxShield to your own account and start printing checks. Set up is really simple. Upload clear check-file from your bank into TSS and update all clear checks. Get a clear picture of how much you’ve spent and how is still pending to hit your bank account.
Advance Collection
Know your precise balance at any time, thanks to your Dashboard inside of the CRM We have great relationships with major processing banks to ensure reconciliation is, fast, simple, and accurate.
Connect TaxShield to your own account and start printing checks. Set up is really simple. Upload clear check-file from your bank into TSS and update all clear checks. Get a clear picture of how much you’ve spent and how is still pending to hit your bank account.
Check Verification System
Remove the hassel of manually verifying checks, one at a time with Cashiers. Have your advance checks verified via our dedicated website
Connect TaxShield to your own account and start printing checks. Set up is really simple. Upload clear check-file from your bank into TSS and update all clear checks. Get a clear picture of how much you’ve spent and how is still pending to hit your bank account.
You're in Control
Set permissions for your staff and employees. Enable all your employees or owners under your admin account to process an application, and print checks. Each check # is unique and will never repeat, so you can track it through our robust reporting!
Detailed Reporting
Find out what your collection rate is at the end of the season without forensic accountants. Debt list, watch report, cleared check lists, and much more to make sure your Loyalty Advance program operates as planned.
Save Time and Ensure Accuracy
When using one of the many integrated tax software partners, we’ve eliminated double entries! Once you’ve completed a return, simply click on a button, and the Taxpayers info is automatically sent to the CRM. All you’d have to do is verify the social security # and you’re almost done already!
Employee Access Control
Regulate permissions of any employee or owner, under your Admin account. Control who’s able to print, reprint, or void checks. Shut off any employee or owner account access under your admin account, and they will be logged out their account in real time. Assign them to a multiple stores or tasks.
