Sally Smith - Profile Page
Invites Sent and Identification Verification
Here is a list of the email of all the people that were sent and invite. Make sure to have proof of identification for banking and regulations
Invites accepted
This is a total of the invites that were accepted and an account was created.
Documents were uploaded or Mas Refund App used
Customers that uploaded the documents in order to have their tax prep completed. In the case of a W2 only, the Mas Refund application can be used.
Tax Return completed and waiting approval
Customer has received their PDF and needs to accept the return to be EFILED
Tax Refund Advance Acceptance and amount committed to down payment
The customer has accepted the tax refund advance and indicates how much they are applying to the down payment for the purchase.
Draft Email Invite to the customer
Dear Potential Customer,
Thank you for your interest in our car and our promotion for getting your taxes done for free. Please click on the link and create your profile and upload your documents to get your taxes completed and get your tax refund advance.