Your tax office transmits E-file returns to Drake Software and the IRS
Drake Software and TaxPoint synchronize changed or updated returns
TaxPoint sends outbound calls, email, and text messages for each return with a key change to your customers
Your customers use a toll-free number or http://refundpoint.com to contact TaxPoint about the status of their tax returns
On the fence about which provider to choose this year? Here is a list of quetions to ask.
Key Benefits
- Free up your office phones lines
- Keep your tax preparers busy preparing taxes and off the phone
- Keep your customers up to date with the latest status of their returns
- Provide your customers with a consistent and professional experience
Feature Overview
- 5 ways to keep your customers informed
- Call, text or email your customers just as soon as a new status is available
- Allow your customers 24x7 availability to their return status via the Internet and a toll-free number
- Manage individual tax office locations online
- Track individual return history
- Online reporting
Key concepts
- Nothing to install, online 5 minute setup
- No software to install
- Only pay for what you use
- No upfront out of pockets expenses
