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Overview l Features l Tools
The CompleteTax Toolkit Residing on secure CCH servers, the CompleteTax Toolkit is accessible via the Internet and allows you to set your preferences, brand, and customize the CompleteTax product to meet your business objectives. This powerful utility acts as your ‘central-command,' and allows you to:
• Co-brand or private label the CompleteTax web pages and over 500 pages of CCH tax content with your company name and logo.
• Select from several customized per-return price points that provide the flexibility to offer discounted or premium-priced returns.* • Generate promotional codes to allow free or discounted online tax return filing for select users. • If desired, allow fee payments to be deducted from taxpayers’ refunds. This convenient option allows you to attract even those users who prefer not to provide credit card information online. • Activate the ‘Ask a Professional’ feature to offer taxpayers an easy way to confer with you during the tax preparation process. The link can be turned on or off according to your parameters. • Track all tax return activity and generate reports through a comprehensive status system.
* Private Label Only.
Click here to download your Complete Tax application form.
Get the CompleteTax and Site Builder package for just $950 plus a one-time $295 set-up fee.
TaxWise customers can purchase Site Builder and CompleteTax for just $695 with no set-up fee. Please call 866-879-2150 for more information!
To request more information or to order, call us today at 866-345-4171. |