FAQ

For Customers

Prosado.com is a service that connects customers who need to find a tax and accounting professional with the right one for them with a single mouse click.

No, there is no cost to the customer for Prosado to connect you with the right tax and accounting professional. After accepting a bid or agreeing on a price, you only pay the agreed upon fee.

RFB is simply a “Request For Bid”, or in other words, you are requesting up to four (4) eligible Tax Preparers to bid on preparing your tax return.

Companies or individuals that are required to send you tax documents usually do so between January and March each year and the envelope is typically marked “important tax documents enclosed”. A good place to begin is with your prior year documents to see if you’re still expecting the same ones. All tax documents have a form number and all of the common ones are listed when creating your RFB.

To invite tax preparers to bid on 2 or more tax returns, simply fill out all the pertinent information for one of your tax returns and then click “Add Another Return” at the end of the process and you will be able to fill out all the pertinent information for another tax return.

You can easily make this adjustment with the “edit” link on the “Current Invites to Bid” tab of your dashboard. Make the necessary adjustments. Please realize that the addition and/or deletion of tax documents may affect the bids you received. Therefore, all original bids are no longer valid. Your updates will be emailed to every Tax Preparer who has already bid on your RFB. It is up to each individual Tax Preparer if they choose to post an updated bid or not. Once the RFB has been updated, the bids you receive will be for your updated RFB.

All customers are obligated to complete their RFB honestly. If the true complexity of the tax return, and the corresponding number and types of tax documents, is different than the RFB indicated, we suggest you speak with the preparer directly about whether or not an additional fee is necessary.

Start your search by entering your zip code. Select which professionals (maximum of 4) you would like to contact by checking the box to the left of their name.  Click the "contact" button and follow the screens to enter your information. At the end of the process, the chosen professionals will receive an email with the information you entered.

Your RFB will be open for bids for 7 days from when you submit your request. After the 7 day bidding period is over, the bids for your RFB will only be valid for the next 7 days. After 14 days from when your RFB was submitted, all bids will disappear.

Yes, you may submit another RFB as long as you do not have any other active RFBs. There can be only one active RFB per customer.

No problem. We know that it can be tough choosing the right professional that makes you feel comfortable. That’s why we allow you to have 2 days to cancel after payment is made.  You will receive your money back, minus a nominal $15 cancellation charge. This way, you can choose a professional with confidence.

Ratings & reviews come from actual Prosado customers and those are identified as "Prosado member ratings".  In order to complete a job process, every customer is asked to fill out a star rating, as well as say something that might help future customers make their decision about a tax and accounting professional. Non-Prosado customers can also review professionals and those are identified as "other ratings".

If you forget your password, reset it by clicking the 'Forgot Password' link on the login page. If you forget your email address, try an alternate address you may have used during sign up. If you are still unable to login, please contact us at customerservice@prosado.com and we will assist you further.

Some e-mail providers like Yahoo! Mail, GMail and Hotmail sometimes move Prosado e-mails to your junk mail or spam folder so please check there. If you find Prosado e-mail there, we recommend you add Prosado to your Safe Senders List. If Prosado e-mails are not in your junk mail or spam folder please let us know so we can assist you further. Just e-mail us at customerservice@prosado.com.

Please be patient while waiting for bids to come.  Some Tax Preparers may need some time to decide how much they are going to charge to complete your taxes.  Keep in mind that Prosado doesn't guarantee that every RFB will receive bids.

All fees are held by Prosado until both you and your preparer mark the project complete.  This helps ensure that all obligations are fulfilled.  Please review our Terms of Use for more information.

Generally...no, this is not necessary.  Some people, however, like to have an in-person meeting and that's ok.  This question is asked while creating an RFB so the option is available.  Many tax preparers, however, have clients all over the country, many of which simply mail, email or fax their documents.

Not necessarily.  Prosado is not about the lowest bid, but rather the best bid for you.  All demographic information about the tax preparers should be taken into account, including their education level, how many years they've been in business and their star rating.  Sometimes it's worth it to pay a little more for the best person for you.

Yes, all bids include state tax returns where applicable.

For Tax Preparers

Prosado.com is a service that connects customers who need to find a tax and accounting professional with the right one for them with a single mouse click.

There is no fee to join Prosado. Only members can bid on business from potential new customers and they appear at the top of the search results. After a customer accepts your bid or agrees on a fee Prosado will collect the payment. When both parties have marked the job complete, your fee, minus 10% (minimum $15) will be transferred into your bank account in approximately 7 days. It's a very small cost for such great potential for new business.

RFB is simply a “Request For Bid”, or in other words, customers are requesting up to four (4) eligible Tax Preparers to bid on preparing their tax return. You must be invited to bid on an RFB by a customer.

To change your bid, simply click on the “rebid” link on the “Current Invites to Bids” tab of your dashboard. Follow the prompts from there.

If any changes occur after you have placed a bid, you will receive an email containing all of the updated information. This will also appear on the "Current Invites to Bid" tab of your dashboard. You can either update your bid based on the new information or you can decline to bid again.

When any payment is made through Prosado, the tax and accounting professional earns 1 credit.  Credits can be redeemed for premium listings on the search results page.  Additionally, you don't have to worry about not being paid by a customer because we directly remit payment to you, within 7 days, after the project has been marked complete by both parties.

All customers are obligated to complete their RFB honestly. If the true complexity of the tax return is different than the RFB indicated, we suggest you speak with the customer about an additional fee to be paid directly to you.

Once a customer requests to be contacted or accepts your bid, you will be emailed all the contact information for that customer.  This information is also available on your dashboard. It is up to you to arrange obtaining all the necessary tax documents & information you need in order to complete their tax return.

Please determine your fee wisely. To maintain the integrity of our website, all bids must be honored. Failure to do so may result in the termination of your membership.

Ratings & reviews come from actual Prosado customers and those are identified as "Prosado member ratings".  In order to complete a job process, every customer is asked to fill out a star rating, as well as say something that might help future customers make their decision about a tax and accounting professional. As a professional, a unique URL is available on your profile to send to your existing clients.  Those clients may also submit a review however they will be displayed as "other ratings".

If you forget your password, reset it by clicking the 'Forgot Password' link on the login page. If you forget your email address, try an alternate address you may have used during sign up. If you are still unable to login, please contact us at customerservice@prosado.com and we will assist you further.

Some e-mail providers like Yahoo! Mail, GMail and Hotmail sometimes move Prosado e-mails to your junk or spam mail folder so please check there. If you find Prosado e-mails there, we recommend you add Prosado to your Safe Senders List. If Prosado e-mails are not in your junk mail or spam folder please let us know so we can assist you further. Just e-mail us at customerservice@prosado.com.

A customer’s RFB will be open to bidding for 7 days from when the request is submitted. After the 7 day bidding period is over, the bids that were placed for the RFB will only be valid for the next 7 days. After 14 days from when the RFB was submitted, all bids will disappear & no longer be valid.

If you haven't received your payment for a job you've completed, make sure that your banking information is filled in completely.  If we don't have all of your correct banking info, we aren't able to forward your fee to you.

In the unlikely event that an issue arises between you and a customer that prevents you from working together, please contact Prosado customer service via email and we will work to resolve it.  If a resolution is not possible and you absolutely cannot work with this customer, we will make other arrangements to find the customer a new tax preparer.

We don't think so.  Our research has shown that very often customers are willing to pay more for the right fit.  They will take into consideration your education level, experience and star rating.  Don't get hung up on being the lowest.  Simply bid an attractive price for both you and the customer.

Yes, all bids include state tax returns where applicable.