Collect

Collect helps you recover unpaid tax prep fees.

Automatically interact with your clients via email and SMS leading to higher engagement and recovery of unpaid fees.

Collect helps you recover unpaid tax prep fees.

Automatically interact with your clients via email and SMS leading to higher engagement and recovery of unpaid fees.

Automated  Outreach

In order to effectively recover your fees, there needs to be a balance of empathy towards your clients situation and an element of “kind persistence”. This way, you create a positive and stress-free environment focused on getting you paid. Collect uses behavioral analysis to automate each client’s unique experience, brand messaging, payment plan options and more to recover your unpaid fees.

Automated  Outreach

In order to effectively recover your fees, there needs to be a balance of empathy towards your clients situation and an element of “kind persistence”. This way, you create a positive and stress-free environment focused on getting you paid. Collect uses behavioral analysis to automate each client’s unique experience, brand messaging, payment plan options and more to recover your unpaid fees.

Increase Cash Flow

Even though your clients didn’t receive their tax refund for whatever reason, you should still be compensated for the work. We understand how much effort, energy, time, and commitment it takes to grow a successful tax business, and know how terrible it is to not get paid. Collect allows you to increase your cash flow beyond tax season.

Increase Cash Flow

Even though your clients didn’t receive their tax refund for whatever reason, you should still be compensated for the work. We understand how much effort, energy, time, and commitment it takes to grow a successful tax business, and know how terrible it is to not get paid. Collect allows you to increase your cash flow beyond tax season.

Simple Interface

Your clients don’t have to login, create accounts or remember passwords to setup a payment plan or make a one-time payment.

Simple Interface

Your clients don’t have to login, create accounts or remember passwords to setup a payment plan or make a one-time payment.

Reasonable Fees

The industry standard is currently set at a flat 25% of recovered fees. We believe that is excessive. Collect provides a sliding scale between 3% to 25%. The rate depends on the length of time that has passed since the expected IRS funding date.

Reasonable Fees

The industry standard is currently set at a flat 25% of recovered fees. We believe that is excessive. Collect provides a sliding scale between 3% to 25%. The rate depends on the length of time that has passed since the expected IRS funding date.

Detailed Reporting

We have added a detailed Collect report to our Dashboard that indicates the amount of unpaid fees that have been collected. We also indicate fees that are expected through payment plans.

Detailed Reporting

We have added a detailed Collect report to our Dashboard that indicates the amount of unpaid fees that have been collected. We also indicate fees that are expected through payment plans.

Safe and Compliant

Collect follows strict regulatory requirements that are hard coded into our processes. We adhere to TCPA, FDCPA, CFPB, and FTC  guidelines protecting you from exposure.

Safe and Compliant

Collect follows strict regulatory requirements that are hard coded into our processes. We adhere to TCPA, FDCPA, CFPB, and FTC  guidelines protecting you from exposure.

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