Page 11 - VTax Ownership Package New

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 handle all the marketing, customer service, satisfying the client and
earning income while you outsource the tax preparation work to the pros. UFSTSG will support

your tax business all year-not just during the tax prep season which will allow you to close for
the season but 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 their 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.