CompleteTax™ Affiliate Program

Just because millions of people prepare their own tax returns online each year doesn’t mean you can’t tap into this lucrative market. With very little work required on your part, you can join the CompleteTax Affiliate Program and share profits on each do-it-yourself tax return that is filed via a direct link on your website. A turn-key solution, CompleteTax contains easy-to-use consumer 1040 tax prep software and more than 500 pages of detailed CCH content.

To free time for larger engagements, you may decide to direct low margin clients to CompleteTax. Or you may convert do-it-yourself consumers to more profitable professional engagements. Either way, you win.

Tap into the fast-growing online tax prep market. Join the CompleteTax Affiliate Program or Learn More

A complete turn-key solution, you simply place a CompleteTax 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.

CompleteTax complements the services you already provide by allowing you to:

• Direct low margin clients to CompleteTax, freeing your time for larger engagements.
• Market higher-margin services and convert do-it-yourself consumers to more profitable professional engagements.
• Automatically import data from CompleteTax to ProSystem® fx Tax, making it easy to assist taxpayers with their returns.
• Post CompleteTax on your business clients’ websites to reach their customers, members or employees.

 CompleteTax’s many features include:

• A brief, intuitive interview questionnaire that customizes itself based on taxpayers’ responses to questions.
• The ability to print or electronically file completed federal and state individual tax returns.
• A comprehensive tax guide that contains 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 users prepare and file their tax returns.

Attract more users by offering CompleteTax as an employee perk.
Business owners and human resource directors can offer CompleteTax as a fringe benefit for employees. As part of your plan to attract and retain quality employees, free or discounted easy tax preparation is a benefit employees will use and appreciate. Offering CompleteTax means:

• Less time spent by human resources 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, which reduces employee time spent on tax preparation, prevents input errors and results in fewer requests for duplicate copies of W-2 forms.

Tap into the fast-growing online tax prep market. Join the CompleteTax Affiliate Program or Learn More.

With the CompleteTax online tax affiliate program, you can choose between two options:

• CompleteTax Standard — If you want a turn-key solution that requires minimal effort and 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. With this solution, you must charge users a set price to prepare and process their tax returns.
  

• CompleteTax Private Label — Offers more options and lets you market this service as your own by eliminating the CCH and CompleteTax names to the fullest extent possible. You’ll also get:
• Your full branding (company name, logo and contact information) throughout the site, including Premium CCH content pages, such as the comprehensive online Tax Guide and State Tax Resources.
• A unique domain name that differentiates your site from CompleteTax.com.
• 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.

Customize your option with the CompleteTax Toolkit.
Residing on secure CCH servers, the CompleteTax Toolkit helps you customize CompleteTax Standard or CompleteTax Private Label to meet your business objectives. It allows you to:

• Use your company name and logo to co-brand or set up private label CompleteTax web pages and more than 500 pages of CCH tax content with your company name and logo.
• On Private Label only, select from several customized per-return price points, which give you the flexibility to offer discounted or premium-priced returns.
• Generate promotional codes to allow free or discounted online tax return filing for select users.
• Deduct fee payments from taxpayers’ refunds.
• Activate the Ask a Professional feature to offer taxpayers an easy way to confer with you during the tax preparation process.

Tap into the fast-growing online tax prep market. Join the CompleteTax Affiliate Program or Learn More.