Frequently Asked Questions
Everything you need to know about our platform, security, and how we protect your data.
How secure is this platform?
How secure is this platform?
Magic link, SMS, password, or OAuth (Google, GitHub, Apple, Slack).
Optional TOTP with backup codes and rate-limited email verification.
ESIGN Act and UETA compliant with full audit trails.
Encrypted at rest and in transit. Role-based access control with audit logging.
Ruby on Rails with PostgreSQL. Organization-first multi-tenancy.
How does the Restaurant Tax Credit process work?
How does the Restaurant Tax Credit process work?
Recover tax credits for up to 3 years.
$40,000 per restaurant.
Process Overview
- 1. Lead — Initial contact and qualification
- 2. Qualified — Confirmed eligible with tipped employees
- 3. Proposal — Estimate, service scope, and payment options
- 4. Agreement — Finalize terms and payment plan
- 5. Documentation — Collect W-2s, payroll records, tax returns via secure links
- 6. CPA Review — Document verification, credit calculation, amendment preparation
- 7. Approval — Client reviews and e-signs
- 8. Complete — Filed with IRS, commissions tracked
What are the commission rates?
What are the commission rates?
15% for sales reps, 10% for CPAs, 5% for accountants. Platform receives the remainder.
Rates can be adjusted via admin settings.
Commissions are calculated automatically when claims are approved.
What payment plans are available?
What payment plans are available?
We offer flexible payment options to fit your business needs:
Pay upfront when your calculation is complete for the lowest total cost.
Split into installments with no interest.
Pay from your IRS refund when you receive your tax credit.
Receive a portion of your expected credit within days of approval.
Service Options
We calculate your credit. You or your CPA files with the IRS.
We handle everything including filing with the IRS.
How does the referral program work?
How does the referral program work?
Earn cash bonuses by referring businesses and professionals to our platform.
Every account has a personalized referral link and downloadable QR code.
They're automatically linked to your account. Tracked for 30 days.
Receive a cash bonus when they complete their first claim or engagement.
Who Can You Refer?
Track your referrals and bonuses on the Earnings page.
How do electronic signatures work?
How do electronic signatures work?
Sign documents securely from any device. Legally binding and convenient.
Type your name and choose from professional signature styles.
Use mouse, trackpad, or touchscreen to draw your signature.
Save your signature for one-click reuse on future documents.
Documents auto-route to each signer with secure one-time links.
Every signature recorded with timestamp, IP, and device info.
ESIGN Act and UETA compliant. See our E-Signature Policy.
How do I earn and receive payouts?
How do I earn and receive payouts?
Earn through commissions on completed claims and bonuses for referrals.
Earn a percentage of every claim you bring in. See commission rates.
Cash bonuses when your referrals complete their first claim. See referral program.
Getting Paid
- 1. Connect Stripe — One-time setup to link your bank account
- 2. Earn — Commissions and bonuses accumulate in your balance
- 3. Request Payout — Withdraw any amount to your bank
Track everything on your Earnings dashboard.
Do clients need to create an account to upload documents?
Do clients need to create an account to upload documents?
Clients receive a secure magic link to upload documents without creating an account.
Links expire after a set period for security.
Restaurant owners can register for full account access.
How long does the process take?
How long does the process take?
45-60 days from document submission to complete review and amendment preparation.
6-12 months for the IRS to process your amended return and issue your refund.
Get funds within days instead of waiting for the IRS. See payment plans.
Who is eligible for the Restaurant Tax Credit?
Who is eligible for the Restaurant Tax Credit?
Restaurants, bars, cafes, and other businesses with tipped employees.
Must have been operating for at least 2 years to claim retroactive credits.