Enrollment & Setup
General
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Disbursement Options
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Products
Auto Collect
- Are all past-due clients added to the Auto Collect program?
- Can a taxpayer voluntarily pay past due tax preparation fees?
- How to track clients in the Auto Collect program
- Why can't I take action for some Auto Collect clients?
- How do I remove a client from the Auto Collect program?
- How will you contact taxpayers in the Auto Collect program?
- Do you contact taxpayers before debiting their account?
- When do I receive tax prep fees collected through Auto Collect?
- How to refund a taxpayer in Auto Collect that already paid you
- When does a taxpayer get added to the Auto Collect program?
Fast Cash Advance
- Fast Cash Advance approval rates
- How can clients receive Fast Cash Advance?
- What if a customer's refund doesn't fund?
- How to opt-in to the Fast Cash Advance program
- Fast Cash Advance notifications
- What is Fast Cash Advance?
- Timing of Fast Cash Advance
- How to offer Fast Cash Advance to clients
- What happens after a Fast Cash Advance is approved?
- What is the taxpayer cost for Fast Cash Advance?
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