If you’re not using ProWeb’s Customer Portal, you’re working too hard. 🧩 Old Way: Print. Chase. Repeat. 🚀 New Way: 1. Enter return in ProWeb 2. Click Customer Portal 3. Send invite (text/email) 4. Client signs from their phone 5. Done ✅ 📎 Bonus: Use this to deliver & collect Consent to Use + Disclosure Forms = IRS compliant + refund advance ready. 🔥 Pro Tip: Add portal setup to your intake automation and cut your follow-ups in half.

When you join Tax Teams what are you looking for from the leader of the team? This is a real question yall, don’t be laughing at me. 🤣

Tax Bullies, we’re stepping the game up! I’m officially rolling out the Team Lead Program so you can build income AND leadership at the same time. Here’s how it works: 👉 Team Leads (PTIN Holders) - Keep 100% of your own prep fees 💯 - Earn 10% override on every return your recruited PTINs complete 👉 Recruited PTINs - Operate on an 80/20 split - Keep 80% of every tax return - 10% goes to their Team Lead (for mentorship + support) - 10% goes to the ERO (for compliance + backend support) 💡 Example: If your team member does a $500 return → - They keep $400 - You earn $50 (as their Team Lead) - ERO earns $50 🔥 This structure means: - You get rewarded for recruiting + training PTINs. - Your team members get guidance while still stacking 80%. - The ERO is compensated for keeping us compliant and running smoothly. - Everybody wins. 🚀 The more PTINs you bring on, the more your income multiplies — all while you still keep 100% of your own fees. That’s leadership and leverage combined. Who’s ready to step up and lock in as a Team Lead?

New Ptin Partners @Khalia Burton @Deneen Daniels @Chris McRoberts @Tiffany Ferrell @Tiffany King-Carter @Cadiejah Nash New ERO Partners @Lateifah Walker @Toshyanna Hill @Misty McLaughlin Big Congratulations to the NEW SB @Amber Harris @Lavorsha Weathers @Precious Ferguson @Taveria Franklin