Seamlessly switch from your current provider to AB Phillips with our secure portal. You'll have full autonomy and control over your client data, with easy and convenient ways to manage, review and send your invites to your clients.
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Automated renewals
Less admin. More automation
Seamlessly switch from your current solution
No more payment reconciliations
Random tax audits can deliver a costly blow – costing your clients thousands of unbudgeted dollars (assuming they are able to provide payment). Often you’ll experience delays of invoice payments and most practices are forced to negotiate a lengthy payment plan to ensure funds owing are paid for the work performed.
Enter AB Phillips. Our Tax Audit Insurance provides an individual policy for each of your clients, while adding an additional revenue stream to your business. Unlike other Tax Audit solutions, AB Phillips provides automations that end time-wasting admin, cleanse your data and reduce your review time dramatically.
That means you can send more invites to new clients quicker. And you won't have to worry about renewal clients as these invites are automated. We’ve also eliminated the reconciliation process – only get paid your revenue, the rest is taken care of.
Offering Tax Audit Insurance to your clients with AB Phillips is a breeze and can be done within hours of registering!
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Tax Audit Insurance designed for simplicity (for you and your clients). Our easy-to-use platform helps you control your data, generate revenue with transparency and view your performance online anytime.
Our solution provides your clients with the option to choose from three limits, putting the power back in their hands. Plus, fees are tax-deductible, which means protecting themselves from random tax audits is a no-brainer.
AB Phillips eliminates administrative burdens, handling everything from secure onboarding, reviewing data, sending invites and automating renewals all part of the unbeatable offering.
Importing your data is simple. Our platform can sift through even the messiest of data files. Your data will be securely extracted, organised and auto-categorised. So it's a breeze for your Practitioners or Practice Manager to review. Plus, you can review data at your own pace and in categories, allowing you to kickstart your revenue stream right away.
Transitioning from your current provider might seem overwhelming. But with AB Phillips, it’s as simple as 1-2-3-4:
Best of all, our service is absolutely free for you. You just sign up as a free provider, use our automated dashboards to email your clients, and enjoy the new revenue and additional client service. AB Phillips fees are transparent at the time a client purchases a policy.
