Step 1 - Register
With a few easy steps you can set up a profile, including information that potential customers will use to decide which bid to accept. You are free to browse the website to see all of the Request For Bids (RFBs) listed and potential business that's "at your finger tips".
Once you decide that you are ready to start bidding on unlimited RFBs, you simply sign up for an annual membership and complete your profile. (Currently FREE and a $500 value) Have your IRS issued PTIN handy because it's required. With only a few accepted bids, you will make up the cost of the membership, so let the bidding begin!On to the next step!
Step 2 - Consider
After signing up, you will have a personal dashboard to keep track of all potential RFBs as well as the status of any RFBs you bid on. When searching through the RFBs, you will see pertinent information about the customers' tax returns, such as their location, how many tax documents they have, how many tax returns they need prepared (more from previous years), whether it's urgent, the current number of bids the RFB has received so far and how much longer the RFB will be active.
All RFBs are active for 7 days and bids will remain valid for another 7 days after the bidding process has ended. With this information, you determine how much you would like to charge and you place your bid. Your bid includes the preparation of the customer's Federal tax return & State tax return where applicable.
Prosado brings potential business right to you! After placing a bid, you are able to monitor the status of your bids and rebid at anytime while the RFB is still active. Remember: Prosado is not about the lowest bid. Often a customer will accept a higher amount because of the experience or rating of the tax preparer.On to the next step!
Step 3 - Connect
Congratulations... your bid has been accepted. Now you will be emailed all of the information for the customer who accepted your bid and your information will be emailed to them as well.
Through a private transaction, you make all the arrangements with your new customer to complete the tax return. Don't forget to ask them if there are any other services you can provide!On to the next step!
Step 4 - Safe Pay
As soon as your bid is accepted, the customer is charged the agreed upon fee. After both parties mark the job complete, we will transfer your fee, less a 10% service charge (minimum $15), into your bank account. (Total processing time is about 7 days)
No longer do you have to chase customers for payment. Your fee is "waiting for you" as soon as the job is complete.
How it works video
Prosado is a new and innovative way to connect Tax Professionals with people who need help with their tax return. See how easy it can be with our short video explanation.Watch Video
Prosado is going to give me the tools I need to find new clients
Lake Success, NY
It’s going to be so easy to bid by knowing the complexity of the return
I’m so excited to start using Prosado to grow my tax practice!
I believe Prosado is going to be a game changer for tax preparation