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How to use Bill Reseller Feature

The Bill Reseller feature allows clients that are signed up to TaxPay to pay the associated fees directly to the platform.

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The Bill Reseller can be found in Settings > Firm Settings. If you prefer to manage client  fees yourself, just select the Bill Reseller box. This will trigger centralized billing and shift the fees onto the firm, and you can determine how to charge your clients as needed. When a firm first joins the platform, the Bill Reseller feature is inactive, so you can decide when to turn it on.

 

🆘 👋 you ever need help, please feel free to reach out to support@taxpay.ai.  We're here to help you!