Direct Debit Tool Kit

Are you tired of clients receiving their refund and ghosting you on your fee?

The Direct Debit Toolkit is your step-by-step solution to getting paid — even when the IRS deposits the refund directly into your client’s account.

What You Get:

• White-Labeled Auto-Draft Consent Form

Ready for use with CPA Charge or any processor.

• Step-by-Step Guide to Drafting with CPA Charge( in the slideshow)

Walks you through how to collect payments directly — the right way.

• Consent Form Use Training (PowerPoint/Slides)

Use for staff training or personal knowledge. Explains why consent forms are critical and how to protect your business.