We have built features into your Client Sign Up Page that review for 6 tax credits in 60 seconds!  This includes instant activation ability.

In 60 Seconds your clients can check their eligibility for:
• COVID Employee Retention Credit
• Disaster Retention Credit
• Workers Opportunity Tax Credit
• R&D Employer Tax Credit
• Cost Segregation
• Property Tax

In your Portal, click on the banner from the homepage as show below.

From there, you can view email templates, phone scripts and social media resources that best fit the audience and need for which you are reaching out to a potential Client or CPA regarding. 

You may also open your Client Sign Up Page or copy and paste your link to provide out.

See also: My Client Sign Up Page