Sigma Pro Plus

Sigma Pro Plus

Our Sigma Pro Plus service level is only for tax pros who are looking to take their business beyond the competition. Our Pro Plus clients fund between 251-500 bank products every season, they enjoy the considerable revenue this volume brings and are looking to invest in their business every year to grow and prosper. To top it off one of our IT managers will review your office setup and show you how to fix, repair and improve your tax office to get ready for a tax season like you have never seen.

Bank Product Integration – Bank products offer tax pros a multitude of benefits; collecting prep fees direct from your client’s refund, pre-season loans to help with marketing and payroll costs, in-season loans to offset IRS funding delays, the ability to offer your clients cash advances and a variety of disbursement options including debit cards, checks and direct deposit.

Software Registration – Registering your software can be a lengthy and time consuming process, we take this burden off your hands. Our veteran team of support agents will have your software registered and ready to go before you know it.

Software Installation – Whether you are a sole proprietor with one computer or multi-location office with mobile preparers our support team will have your software professionally installed long before tax season starts. There’s no need to pay for a local tech to help, save yourself time and money this year.

Hardware Installation – Our support team can also help you install handheld scanners, signature pads and even printers. Professional tax hardware can save you time and money but you need a professional support team to make sure it works correctly.

Networking Support – Do you have multiple preparers in your office and an in office network? If so our support team can troubleshoot and fix your network and ensure your pro tax software is working correctly on all your networked computers.

Tech Support – When you are running a busy tax office you may encounter technical issues with the software. Our team of experienced support agents can handle all of your technical support needs, from fixing error codes to missing desktop icons we have you covered.

Tax Prep Support – Perhaps our most popular service is tax prep support, even our most experienced clients run into tax prep questions they cannot answer. No problem, call us and we will get the answer for you, our CPAs are on standby in case you have a question our core support team cannot answer.

EFIN/PTIN Support – The IRS is continually striving to make EFIN and PTIN numbers more secure, often through upgrading security requirements in the e-services portal. Many of our clients get locked out of their e-services account, not to worry our team can walk you through the whole process from EFIN application, fingerprinting suitability test to e-services lockouts.

Software Conversions – Many of our clients require software conversion which can be a costly process when dealing directly with some software companies. We can handle most software conversion with ease, our agents are comfortable supporting three of the industry’s top software products so it’s a breeze.

IT Review – A critical step any tax office should take prior to season beginning is to do a full review of their IT framework. All computers should be checked for outdated processors, RAM upgrades as well as a full network review for larger offices. Our IT managers can review your office and provide a full report to prepare you for your most successful season ever.

Anti-virus – Many software companies now insist that tax pros have to up to date anti-virus software so they can effectively support their software product. We offer industry leading anti-virus protection for our clients to ensure their taxpayers information is secure and their office runs smoothly all season long.