SecurelyID is a full-service identity protection and restoration solution that you can offer to your clients and is integrated within your TaxSlayer Pro software. For more information about the services SecurelyID provides to your clients, click here.
SecurelyID can only be offered by an ERO offering bank products, though the taxpayer does not need to utilize a bank product to purchase it. You can enroll in SecurelyID in the course of completing your bank enrollment application in Account Hub.
Configuring SecurelyID in TaxSlayer ProWeb
If you have enrolled with SecurelyID through your TaxSlayer Pro Account Hub, you can configure its settings in ProWeb in the Office Setup menu.
From the Welcome Page of your ProWeb office select:
- Configuration
- Office Setup
Scroll down to the Partner Product Configuration section. Select SecurelyID from the Identity Theft Protection product list:
Add On Fee - The base price to enroll a taxpayer in Securely ID is $39.99. If desired, you can add an additional fee in $10 increments up to $60. This fee is automatically deducted from the taxpayer's refund if they select a bank product for their refund disbursement, otherwise if the taxpayer does not apply for a bank product you'll need to collect this fee up front.
To add an additional fee for both taxpayer and spouse, select the dropdown menu and choose the amount.
Add On Fee (Primary)
- Charge By Default (Primary) - Check this box for both primary and secondary to have SecurelyID automatically added to every return. If your client wishes to opt out, you can change it in the return in the E-file process.
Additional Information: