Your Solution to Unfunded Tax Prep Fees
A new tool in your toolkit to help you get paid!
At EPS, our goal is to help with every financial in the tax office. Our NEW e-Assist1 solution is designed to make it easy to get payment from any unfunded refund transfer2 clients.
How e-Assist works:
- Manage your clients and who you would like to participate in the program.
- You will have the liberty to opt in your clients with direct deposit into our program.
- If your tax preparation fee is still due 11 weeks after IRS Acknowledgement, we take care of contacting your client and auto-debiting your unfunded tax preparation fees.
- EPS collects a 15% fee for the service and the remainder is deposited to your account 2x per year.
By implementing e-Assist, your tax office is equipped with a robust system that ensures you
get paid on time, every time.
BENEFITS OF E-ASSIST
With e-Assist, you can gain financial control, smooth client relationships, and turn the challenge of unfunded fees into a business growth opportunity.
- Empowering tax offices to spend more time with your clients and less time chasing down unpaid fees.
- A simple solution to get paid for the work that you’ve done.
- Easily manage unpaid fees – and manage your customer list and track success.
- We do the hard work for you, contacting your clients and debiting their account.
Start Your e-Assist Journey
Don’t let unpaid fees hinder your operations. Now you have the tool in your toolkit to get paid in time, only with e-Assist.
- Fees apply to EROs only with respect to successful debit payments. EPS is facilitating debit payments of unfunded ERO tax preparation fees on behalf of EROs.
- The Refund Transfer is an optional tax refund-related product offered by Pathward®, N.A., Member FDIC. The Refund Transfer is not a loan. E-filing of tax return is required to be eligible for the product. Subject to approval. Fees apply. See terms and conditions for details.