Tax Pro support

How can we help?

Answers and walkthroughs for your
Uncle Kam Tax Pro workspace.

Try:

Set up your profileYour practice, introduced.Review an opportunityUnderstand the details.Message a clientKeep the conversation going.Find billing helpPlans, invoices and usage.

Pricing, budgets & control

Plan your opportunity spending.

Choose your funding, set a weekly cap, and decide how you accept new opportunities.

Choose your funding

Start with $250, $500 or $1,000. No package is smaller than $250, and you can buy additional packages as needed.

Packages provide funding, not a set number of leads. $1,000 is not a total spending limit.

Compare funding packages

Set a weekly budget

Choose an enforced spending cap that fits your practice. Use the planner to explore opportunity volume and potential client revenue.

Review conversion, the platform fee and your costs. A forecast is an estimate, not guaranteed income.

Explore the budget planner

Choose Auto-Accept

Auto-Accept is available. Learn how to authorize eligible opportunity purchases within your preferences and weekly cap.

Enable it when you’re ready. Buying funding does not turn it on or raise your cap.

Learn to set up Auto-Accept

Understand the platform fee. The 30% fee applies to client payments for Uncle Kam–supplied clients. This sourcing fee does not apply to clients you bring yourself.

See how the fee works

Need a lead refund or payment help? See when a paid lead may qualify for credits back, plus funding-refund and cancellation help.

Lead refunds & payment disputes →

Client work, connected

Work together. Keep a clear record.

Keep client conversations, requested information, invoices and covered payments connected in Uncle Kam—so the next step is easier for everyone to find.

Keep work on Uncle Kam