SMS Terms of Service

Program Name: Prepfinity ITP Alerts

Program Description:

By opting into the Prepfinity ITP SMS program, you consent to receive text messages from Prepfinity ITP regarding tax services, mentorship updates, appointment reminders, important notifications, and limited promotional content. Message frequency may vary depending on your engagement with our services.

Opt-Out Instructions

You can cancel the SMS service at any time. Simply text “STOP” to the shortcode you receive messages from. Once you send “STOP,” you will receive a confirmation message that you have been unsubscribed. After this confirmation, you will no longer receive SMS messages from us.

Rejoining Instructions

If you would like to rejoin our SMS program after unsubscribing, simply opt in again through our website or by texting the signup keyword as you did initially. Once you re-enroll, we will resume sending SMS messages to you.

Help Instructions

If you experience issues with the SMS program, reply with the keyword “HELP” for assistance. You may also reach out to us directly:

Email: [email protected]

Phone: 929-271-9571

Carrier Liability Disclaimer

Wireless carriers are not liable for delayed or undelivered messages.

Message and Data Rates Disclaimer

Message and data rates may apply to any SMS messages sent to or received from Prepfinity ITP. Message frequency varies. For questions about your text or data plan, please contact your wireless provider.

Privacy Policy

We respect your privacy. Please review our full Privacy Policy here:
https://demo.prepfinityitp.com/privacy-policy

Compliance with Industry Standards

The Perfinity ITP SMS program complies with CTIA guidelines and the Telephone Consumer Protection Act (TCPA).

Legal Compliance Note

By opting into our SMS program, you confirm that you are the account holder or authorized user of the mobile phone number provided and that you agree to comply with all applicable local, state, and federal laws and regulations regarding SMS messaging.

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✔️ Get a live walkthrough of the platform

✔️ Learn how to qualify for cash rebates and free licensing

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Volume-Based Incentives

The more you grow, the more you earn. Our incentive program rewards high-performing tax offices.

Cash Rebates

Earn extra revenue when you exceed 150 funded bank products during tax season.

Free Licensing

Achieve 35+ funded bank products last season? Your license is free this year.

Free Renewals

High-volume EROs qualify for no-cost renewals based on production tiers.

Vacation Vouchers

Reward every client with a free vacation voucher (with a bank product).

Enterprise-Grade Features

Everything you need to run a successful tax preparation business, all in one powerful platform.

Cloud-Based Access

No installs or servers required. Work securely from anywhere with internet access.

Unlimited Preparers

Scale your workforce without added costs. Add preparers as your business grows.

Built-In E-Signatures

Secure signatures with full audit trails for compliance and peace of mind.

Client App & CRM

Track clients, statuses, and tasks with ease using our integrated CRM system.

Document Upload

Clients upload W-2s, 1099s, IDs, and more from any device, streamlining your workflow.

Complete Forms Coverage

Full 1040 and business forms included. Handle any tax situation with confidence.

Banking Partners & Client Advances

Offer your clients next-day advances up to $7,000 through our trusted banking partners.

Trusted Partner Banks

TPG Santa Barbara, Refund Advantage, Republic Bank

Up to $7,000 Advances

Next-day advances via prepaid card, check, or direct deposit

Low Fees

Backend fees capped at $99 (excluding bank fees/interest)

$7,000

Maximum Advance

Available next-day for your clients

Prepaid Card

Direct Deposit

Check

Transparent Pricing

One plan. All the features. Zero hassle. Just everything you need to grow your business.

Standard License

$449/Free

Full-featured license

High-Volume Bonus: Offices with 35+ funded bank products last season get exclusive bonuses—absolutely free!

New/Low-Volume Promo: Growing firms enjoy 50% off at $224—perfect for starting strong.

Renewal Perks: High-volume EROs qualify for free renewals, keeping your workflow seamless.

Unlock Cash Rebates: Hit 150 funded bank products and unlock additional savings automatically.

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Cloud-based tax preparation platform built for professional tax offices.

CONTACT INFORMATION

Business Name: Prepfinity ITP LLC

Location: Saint Cloud Florida

Phone: 929-271-9571

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