Page 10 - Real Copy of VTax Ownership Package Both_final

VTAX INDEPENDENT AGENT

R o y a l t y : 2 0 % U p t o 3 0 % L i c e n s i n g F e e $ 1 9 9
As a VTax licensee, you earn income simply by handling all the marketing and customer service,
while OUTSOURCING the tax prep and compliance to the pros. VTax will support your tax

business all year - not just during tax prep season. This allows you to close for the season and
your tax prep business clients will still be serviced.

P a c k a g e F e a t u r e s
Business Model. As an independent agent, you work solo.
.
Mobile Technology. Meet with clients when and where it’s convenient. Use mobile access to work

on any device. Meet with clients on the go.

Transparent Upfront Pricing / Upcharge capabilities. All VTax pricing is upfront and transparent.

As a licensee, you have the ability to upcharge VTax base fee.

Proven Techniques. Our training programs will teach you everything you need to know about

marketing your business and retaining customers

Management Dashboard. Never lose access to your clients. The VTax Management Dashboard

allows complete visibility into each tax client within the office or organization right at your fingertips.

Real-Time Data Reporting Straight to Your Mobile Device. Summary Report – View total return

information counts and status notifications, as well as summary financial details for processed
returns for your entire organization.