Tax Pro support
Opportunity credits
Choose funding, understand the cost, set a weekly spending boundary and get help when something does not look right.
Pricing & opportunity credits
Compare funding packages, opportunity costs and the client-payment fee.
Plan a weekly budget and use Auto-Accept
Choose a cap and connect opportunity spending to your practice goals.
Review a credit refill before paying
Compare pack value, payment amount and the purchase-review summary before authorizing a refill.
Understand credits, prices and charges
Find the right money area and separate opportunity costs from revenue, subscriptions and training purchases.
Read pilot bonuses and credit adjustments
Read purchased credits, a pilot bonus and the total without counting the bonus twice.
Set balance alerts and check auto top-up status
Choose the low-balance email preference and understand the automatic-refill label.
Check a payment issue before trying again
Distinguish a declined attempt, pending entry and missing credits before starting another payment.
Prepare an opportunity review request
Describe the specific opportunity concern and separate a request from an approved adjustment.
Keep client work and payments on Uncle Kam
Understand the 30% fee for Uncle Kam-supplied clients and the staged guidance for keeping records and covered payments connected.
Lead refunds, cancellations & payment disputes
Find out when a lead may qualify for credits back, plus funding-refund and cancellation help.