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!
Simplicity is key.
The most tedious part of your day should involve conversing with your clients and preparing their tax returns. What it shouldn’t consist of is manually entering each client’s fee from refund information onto a spreadsheet over and over again. This takes countless hours out of your life. What if there was a way to automatically record your clients, document their fee from refund bank information, and manage your trust account in just minutes a day? Well, there is with RefundManager. All you would need to do is:
- Enter your client information on our site.
- Upload your EFT report.
- Generate the Direct Entry Credit file to upload to your bank’s site.
That’s truly all you would need to do. From there, your clients receive their refunds and you receive your fees. Yes, it truly is that simple!
You have control.
Other third party companies offer Fee-From-Refund management with the use of separate trust accounts that they’ve set up for you. With RefundManager, you’ll be able to continue using your existing trust account. The integration of our software into your current routine is absolutely seamless. You remain in control with no interruptions and the ability to immediately begin managing.
The price is right.
With RefundManager, you have the option to pay per month or per year. Other services prompt you to pay over $10 per tax return. Not with RefundManager. You’ll begin with your first month free of charge. We love our software but we want to make sure you do too. If you’re not completely satisfied after 30 days with us, we’ll go our separate ways; no strings attached.
Decide to stay with our software? Choose from our monthly subscription option or annual subscription option. The best part is, we’re commitment-free. So, don’t use us one month and we won’t charge you for it. You can pick up right where you left off the following month (or the one after that…or even the one after that).
Being that we’re both accountants here, creating this fee from refund manager was an easy decision for us. We wanted to save time and money, and with RefundManager, that’s exactly what you’ll do.