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Additional Fee Setup Menu

Keystone Tax Solutions Pro partners with several companies with additional services that you can offer your clients, for their benefit as well as yours, integrated within the tax return preparation process. If you have enrolled with any of these partners, you can indicate that here and enter the required information to allow you to offer these services to your clients. These services are generally only available to EROs offering bank products and on returns utilizing a bank product to receive a refund.

Offer SecurelyID – see here for more information about SecurelyID

Offer Audit Maintenance Pro – see here for more information about Audit Maintenance Pro

Offer Protection Plus – see here for more information about Protection Plus

Updated on September 9, 2020

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