Rapidly helps you get in front of lots of customers looking for tax pros like you. That’s free. You only pay for a monthly membership to book a customer who’ve seen what you offer, your price, and your profile and wants to work with you for the upcoming tax season. You must have a membership to:
- review a new clients information
- set quotes and adjust pricing
- get reviews from clients
- offer the Cash Out to your current clients
- get paid for your work
- receive early payouts
- have audit protection for the returns you preparer
Is the first payment made up front?
No, you complete the onboarding steps and a live demo with a support agent. Once, the support agent reviews how you work a sample return in the tax software provider of your choice, you will then receive an email offer or a decline.
Once you receive the email offer, you will choose your start date on the 1st or 15th of the month. Your first payment will be due by that date for your account to go live to start working with new clients.
Does the subscription cost include software?
Yes, if you need software we will provide you with an account to use for the tax season at no additional charge.
What is the cost to prepare taxes for personal clients?
In your account dashboard you can invite your personal clients to use the Cash Out feature we offer taxpayers. The cost is $50 for your clients who receive the Cash Out Offer in addition to what you charge them to file their return. For clients who you get through the marketplace, the cost is $95 to prepare taxes for new clients receiving a Cash Out.
Can a subscription be discontinued at any time?
Yes, there is no contract with the membership, however, you will lose the Cash Out clients you have booked if you cancel or discontinue your membership prior to filing the return. All Cash Out clients will be reassigned to other pros if you cancel prior to the filing the return.
Are there any penalties for canceling a subscription?
There are no direct penalties, but there will be revenue lost due to the reallocation of clients to other pros at the time you cancel.