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Category: Fee from Refund for the Tax Practice

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Manually managing your fee from refund clients ends up being time-consuming and tedious. When you receive deposits to your trust account, current procedure requires you to compare the deposits to the ATO’s EFT reports and then manually transfer the refunds minus the fees to your clients. This process can end up being a nightmare, but it doesn’t have to be. Get all the information you need on how to manage your fee from refund clients. It can be done in minutes rather than hours.

Simple Trust Account Management for Your Fee from Refund Clients

Simple Trust Account Management for Your Fee from Refund Clients

Managing your fee from refund clients through your trust account has become much easier.

As accountants, we live and breathe money and it’s our responsibility to manage our clients’ finances. When the tax season comes around, it’s your busy time. You’ve done your job and made the fee from refund option available to your clients and they are happily participating. Now we’ve done ours and developed RefundManager, a solution to assist you in managing those fee from refund clients, processing the ATO’s EFT reports, and monitoring your trust account.

Let’s have a look as to why this is the best thing since people started digitizing their file systems! Continue reading “Simple Trust Account Management for Your Fee from Refund Clients”

Author adminPosted on 5 October, 20166 October, 2016Tags fee from refund, refundmanager, trust accountLeave a comment on Simple Trust Account Management for Your Fee from Refund Clients

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