Do you provide assistance with acquiring clients?

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• Tax Business Marketing: Strategies to Attract and Retain Clients

  Introduction In the competitive field of tax preparation and accounting, effective marketing can make all the difference in attracting and retaining clients. Whether you're a seasoned tax professional or just starting your practice, a ...

• When are live training sessions held, and how can I access them?

  Live training sessions are held on Tuesdays, with replay sessions available on Fridays, starting in November 2023. These sessions are designed to help you maximize your use of our software and stay updated on the latest features.

• How can I reach your support team for assistance?

  You can contact our support team through our help desk, where you can submit tickets for resolutions. Our support team is available Mon-Sat from 9:00 am to 9:00 pm EST and Sundays from 1:00 pm to 9:00 pm during peak season (November - April). In the ...

• What is the mission of the High Tech Tax Solutions support team?

  The motto of our support team is "Your success is our mission." We are committed to providing the best tax solution products for tax professionals at affordable unbeatable prices to help our partners reach their financial goals.

• Can tax preparers with PTINs offer refund advances to their clients, and what is the limit?

  Yes, starting January 2, 2024, tax preparers with PTINs can offer refund advances to their clients, with a maximum limit of up to $7,000.