The mobile app is a great way to serve clients that normally you would not be able to serve. The mobile app is a service that interviews your clients remotely, allows for document upload and remote signature. You must be an Online UltimateTax user.
To setup the mobile app, you will see the setup if you have purchased the mobile add on. Start by clicking Administrator (or your name if you have changed it for the Admin account) in the top-right corner of your program, then click Settings. From the following screen, find "Co-Brand Mobile app".
This will take you to a section of the program where you can begin customizing your mobile app for your office's needs.
The first screen will go over your office information. Make sure to fill out all contact information that doesn't automatically populate. Make sure you DO NOT CHECK "SEND INTERVIEWS TO MAIN OFFICE". If this box is marked, unmark it. If this box is marked, your customer's returns will not go to your Online software.
Please note that when entering the Site Name, this is the website that you will send to your customers, which represents your mobile app.
It will be formatted as "https://YOURSITE.taxwisemobile.com."
This second screen allows you to upload your own custom website logo and mobile app logo. Please read the size requirements for each image and be mindful of this when uploading your images. The recommended size is 250 pixels wide by 150 pixels tall.
The third screen is where you will enter your fee amounts. These amounts will be from your bank application if applicable.
Tax Preparation Services: These are your fees for preparing taxes. These should match up with the Price sheet fees within the software.
Document Preparation Fee: This fee is not used by either UltimateTax or any Bank Products. If you wish, you can list a custom Document Preparation Fee on your Price Sheet, then also list it here.
Service Bureau Fee: This is normally the $20 SB fee listed on the Bank Application. (If this amount is applicable, or you have increased this amount with UltimateTax, ensure to list that adjusted amount.)
Transmission Fee Paid to Transmitter: This is where the price of doing a bank product return through the bank is listed, normally $39.95 with TPG or $20 EPS.
Refund Transfer Processing Fee: Here is where both the Tech Fee and Transmission fee from the bank application can be combined and listed, normally $27 for TPG and $39.95 for EPS.
Other Fee: Any other custom fee you wish to list.
(NOTE: If using FeeCollect with the PPR package, list the $15 price within the Transmission Fee Paid to Transmitter section.)
This next screen is about your tax office, allowing you to enter a short body of text promoting your tax office. There is also a section for contact information on this screen.
This screen is the most customizable and allows you to change the colors and images of the page your customers see when they visit your mobile site. Please note the size requirements for images. The flags on the image let you know what section you are editing while making changes. A stock image is provided in this article that will give you an idea of how an image will translate to the site when uploaded.
The final screen of the mobile app setup allows you to select an overall theme for your site, light, dark, or custom.
Please find our stock image attached to the article.
