CompleteTax™ Affiliate Program Capitalize on the fast-growing online tax preparation market
Millions of individuals prepare their own tax returns using online tax preparation software. Now there is a way for you to capitalize on this fast-growing market! CompleteTax is CCH’s professional online tax affiliate program that allows your company to benefit from CompleteTax.com's easy-to-use consumer 1040 tax prep software that handles federal and state Individual tax returns via the Internet.
CompleteTax enables you to:
Enhance your web presence - Link to your own co-branded or private labeled version of CompleteTax and over 500 pages of detailed, plain-language CCH content.
Open new revenue streams - Easily enter the ‘do-it-yourself’ tax market and share profits on each tax return filed through your site.
Control your margins - Choose from among several per-return price options* or selectively offer the service free of charge as a promotional tool.
Choose between two models - CompleteTax Standard or Private Label - allowing you to decide your level of involvement, customization, personalization, and profit margins.
* Optional for Private Label only.
Additional Benefits for Accounting Firms
CompleteTax complements the services provided by accounting firms. A CompleteTax partnership allows tax professionals to:
Build your practice - Market higher-margin services and convert ‘do-it-yourself’ consumers to more profitable professional engagements.
Better allocate your professional time - Direct low margin clients to CompleteTax, freeing your time for larger engagements.
Link tax data to ProSystem fx Tax - If your firm uses ProSystem fx Tax, you can automatically import data from CompleteTax, making it easy to assist taxpayers with their returns. (Of course, you can also choose to keep CompleteTax as a pure ‘do-it-yourself’ service.)
Expand your firm’s reach - Post CompleteTax on your business clients’ websites to reach their customers, members, or employees.
CompleteTax as an Employee Perk
CompleteTax also allows business owners and human resources directors to offer CompleteTax as a fringe benefit for employees. Advantages include:
Less time spent by HR and Payroll staff answering tax-related questions, since employees get free year-round access to retirement planning tools, W-4 calculators, a Tax Projector, and much more.
Automatic W-2 download capability reduces employee time spent on tax preparation, prevents input errors, and results in fewer requests for duplicate copies of W-2 forms.
As part of your plan to attract and retain quality employees, free or discounted easy tax preparation is a benefit employees will actually use and appreciate.
Becoming an Affiliate Is Easy!
CompleteTax is a complete turn-key solution for entering the online tax preparation market and building new revenue streams. You simply place a link on your website and CCH handles all back-office operations, including:
Data hosting
Tax return processing
Electronic filing transmission
Technical support
Credit card payment processing
To get started, email us at PartnerInfo@CompleteTax.com. A CompleteTax representative will review the specifics of the program with you, including pricing, revenue sharing, and how your firm can best tailor CompleteTax to meet your needs. Once your CompleteTax order is processed, your account will be activated within a few business days, and you will receive a detailed e-mail describing the steps necessary to access and set-up the CompleteTax Toolkit.
CompleteTax is CCH’s online tax preparation product for the ‘do-it-yourself’ consumer market. Taxpayers simply link to CompleteTax.com via a graphical or text link posted on your website, enter their personal information, and follow a few easy steps that are necessary to prepare their tax return.
CompleteTax’s many features include a brief, intuitive interview questionnaire that customizes itself based on taxpayers’ responses to questions. Completed returns can be printed or electronically filed for the Federal and all state Individual tax returns. Additionally, the CompleteTax website offers taxpayers:
A comprehensive Tax Guide containing detailed explanations of virtually every tax issue they are likely to encounter. Numerous examples and money-saving tips are included.
Financial calculators, a tax calendar, and other resources to help them prepare and file their tax returns.
Choose Between Two Options: CompleteTax Standard or Private Label
The CompleteTax online tax affiliate program lets you choose the level of effort, personalization, and customization desired on your part. A small licensing fee is required for the ability to link to your own personalized CompleteTax.com website. You also receive access to the CompleteTax Toolkit, which allows co-branding or private labeling, as well as the ability to set preferences depending on your needs.
CompleteTax currently offers the following business models:
CompleteTax Standard
CompleteTax Private Label
CompleteTax Standard
If you simply want a turn-key solution requiring minimal effort or commitment, CompleteTax Standard is right for you. This model offers a simple revenue sharing agreement with CCH, allowing you to profit from returns processed through your site. Limited branding capabilities of the CompleteTax.com site include your company name and logo in designated areas of the home page, as well as additional pre-determined web pages. Your logo will also appear within the CompleteTax application in the lower right hand corner of the screen.
Important Note: With the CompleteTax Standard model, you must charge users a pre-determined price to prepare and process their tax returns. The option to set different price points is not available with this model.
CompleteTax Private Label
Leverage your strong company name and brand recognition! The CompleteTax Private Label model offers more options and lets you market the online consumer tax prep application - and associated web pages - as your own. You get:
Full branding (company name, logo and contact information) throughout the site, including Premium CCH content pages such as the comprehensive online Tax Guide and new State Tax Resources.
Elimination of the CCH and CompleteTax names to the fullest extent possible.
A unique domain name (vanity URL) that differentiates your site from CompleteTax.com.
Access to the CompleteTax Toolkit, which allows you to manipulate key preferences and send email communications to users.
Customized pricing that lets you choose among several price points to control your profit margin.
Promotion codes to provide preferred users with free or discounted tax preparation.
Flexibility over the look and feel of your site with six web color schemes to choose from.
Security
At CCH, the security of personal data is very important to us. Thorough security measures have been built into both CompleteTax and the CompleteTax Toolkit to ensure all taxpayer and company information remains confidential. When accessing CompleteTax or the CompleteTax Toolkit for the first time, each user sets up a unique login and password. To further guarantee the integrity of information is never jeopardized, and to provide adequate redundancy, all data is maintained and backed-up on a regular schedule. The CompleteTax Toolkit allows ProSystem fx Tax customers to set security levels restricting their firm’s internal staff access to the Toolkit and clients’ tax data.
The CompleteTax Toolkit
Residing on secure CCH servers, the CompleteTax Toolkit is accessible via the Internet and allows you to set your preferences, brand, and customize the CompleteTax product to meet your business objectives. This powerful utility acts as your ‘central-command,' and allows you to:
Co-brand or private label the CompleteTax web pages and over 500 pages of CCH tax content with your company name and logo.
Select from several customized per-return price points that provide the flexibility to offer discounted or premium-priced returns.*
Generate promotional codes to allow free or discounted online tax return filing for select users.
If desired, allow fee payments to be deducted from taxpayers’ refunds. This convenient option allows you to attract even those users who prefer not to provide credit card information online.
Activate the ‘Ask a Professional’ feature to offer taxpayers an easy way to confer with you during the tax preparation process. The link can be turned on or off according to your parameters.
Track all tax return activity and generate reports through a comprehensive status system.
